Sales Admin Assistant | Human Capital Management
CBIZ

Job Info

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Job Description
With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

• 2021 Best Workplaces in Consulting & Professional Services by Great Place to Work®
• 2021 America's Best Mid-Size Employers by Forbes
• 2021 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
• Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

Job Purpose / Objective

• Provide administrative and analytical support by handling information requests, performing clerical functions (such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings), and assisting with a variety of sales-related processes as part of our Sales Enablement Team.
• This position will include a variety of assigned project work

Essential Functions and Primary Duties

• Prepare various documents which may include invoices, reports, memos, letters, responses to correspondence, surveys, spreadsheets, RFP's, and powerpoint presentations
• Data entry into Salesforce (CRM) for sales-related activities
• Assist with HCM client survey process and follow-up
• Coordinate interviews with Sales Leadership
• Update resources on CBIZ Connect (intranet) and Sales Resource Center (sales-community) including HCM pricing manuals
• Assist with HCM solution pop-up communications and user guide re-brands
• Coordinate and schedule all new hire onboarding events, activities , and logistics (such as business cards, welcome gift, equipment request, etc.)
• Perform general office duties including inventory management and distribution of marketing materials including giveaways, ordering new materials, and trade-shows or events
• Read and analyze incoming memos, submissions, mail and reports to determine significance; plan distribution
• Perform project work as-needed
• File and retrieve documents, records, and reports
• Greet visitors and assess access to specific individuals
• Prepare agendas and make arrangements for business meetings
• Make travel arrangements for executives as requested and assist with expense reporting
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree

Minimum Qualifications

• High School Diploma or GED required
• Acute detail and accuracy skills
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Excellent customer relation skills
• Proficient use of applicable technology
• Ability to work in a team environment as well as independently
• Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks

REASONABLE ACCOMMODATION

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EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages [ Link Removed ] and [ Link Removed ] .

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