Teams at CBIZ

Manages benefits and insurance transformation initiatives by analyzing business needs, designing process improvements, documenting requirements and workflows, implementing automation and AI solutions, and supporting project delivery. Facilitates stakeholder workshops, evaluates technologies and vendors, tracks KPIs and adoption metrics, and contributes to change management, training, and communications. The role collaborates with benefits professionals, IT, business intelligence, and AI teams to improve efficiency, scalability, and decision-making across the firm.

Develops and executes territory sales strategies to win new clients and expand existing relationships. Identifies, qualifies, and reports on sales opportunities; coordinates sales campaigns with client service teams; and collaborates with leadership to assemble pursuit teams and manage client relationships. The role focuses on selling tangible and intangible asset valuation services across multiple industries.

Process full-cycle payroll for multiple clients across varied pay cycles, including off-cycle checks, overtime, deductions, bonuses, leave balances, retirement contributions, and payroll taxes. Manage timekeeping and multiple payroll systems, reconcile calculations, resolve employee and client issues, and advise clients on payroll regulations, compliance, and HR-related operations.