• Work within a defined territory to engage qualified leads through outbound communication (email, phone and social) to initiate conversation and schedule meetings for the sales team • Leverage all accessible tools, resources, and support to meet and exceed all KPI's and quotas • Collaborate with Account Executives on selling strategies and account plans • Utilize knowledge of CBIZ services to define entry point into prospective accounts • Research and gather information about target accounts in support of building out account plans and prospect database • Ensure all customer facing activity is documented in Salesforce.com to provide the business with market data as well as pipeline growth