ERP Account Executive | Cloud ERP Solutions

#LI-CF2 #LI-CF-Hybrid

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications

• High School Diploma or GED required
• At least 3 to 5 years of proven business development experience
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrate the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities
• Proven track record of meeting sales targets
• Results driven and customer focused
• Must be able to travel based on client and business need

We are seeking a high-performing ERP Account Executive to drive growth in our national Cloud ERP practice. This role is ideal for a consultative seller who understands how finance, operations, and technology converge and can translate that into measurable business outcomes for clients.

You will work closely with solution consultants, implementation leaders, and industry specialists to help organizations modernize financials, automate processes, and improve visibility across accounting, operations, and supply chain.

This is a solution sales role. You will sell ERP subscriptions alongside expert-led implementation and advisory services to companies of all sizes and industries.

The ideal candidate has established relationships with C-level and VP-level buyers especially CFOs, Controllers, COOs, and CIOs-and at least 5 years of proven success selling Cloud ERP and adjacent business applications and services (e.g., Sage Intacct, Acumatica, NetSuite), with a track record of consistent quota attainment.

Essential Functions and Primary Duties

• New Business Development

• Act as a hunter responsible for acquiring new clients and expanding within assigned accounts and territories.

• Product and Service Representation

• Develop a deep understanding of our ERP portfolio (e.g., Financials, Order-to-Cash, Procure-to-Pay, Project Accounting, Inventory/Distribution, Manufacturing, Subscription Billing, Revenue Recognition, Multi-entity/multi-currency) and our services (implementation, integration, training, and managed services).

• Stay current on vendor roadmaps, release cycles, and best practices in finance and operations; understand how evolving requirements (e.g., GAAP, ASC 606) impact client needs.

• Sales Quotas

• Achieve weekly, monthly, and annual targets for subscription ARR and professional services through effective sales and marketing strategies.

• Lead Generation

• Generate pipeline via outbound prospecting, partner/referral development (publishers, ISVs, alliances), events, and marketing follow-up; organize daily activities to engage target accounts.

• Sales Strategy & Execution

• Build and execute territory and account plans; qualify deals, run discovery, orchestrate solution demonstrations with pre-sales, build ROI/TCO cases, manage RFPs, and drive complex sales cycles to close.

• Deal Management

• Prepare accurate proposals, pricing, subscription agreements, and SOWs.

• Cross-Functional Collaboration

• Partner with solution consultants, delivery, and customer success to ensure smooth handoffs, successful implementations, and opportunities for expansion.

• Forecasting & Reporting

• Maintain CRM hygiene and pipeline accuracy; regularly report on performance and forecasts to CBIZ leadership.

Daily and Monthly Responsibilities

• Maintain strong relationships with customers to ensure satisfaction and identify opportunities for add-ons and cross-sell (e.g., AP automation, FP&A).
• Identify and engage appropriate prospects; set appointments; conduct discovery and qualification; manage the full sales cycle across all relevant product and service categories.
• Develop professional, complete, and concise proposals and executive-ready presentations.
• Meet or exceed sales goals by following a defined selling process and collaborating closely with subject matter experts.
• Provide regular, accurate pipeline and forecast updates to CBIZ executives.

Preferred Qualifications

• Experience selling into one or more of the following: professional services, SaaS/technology, nonprofit, wholesale distribution, manufacturing, construction, healthcare, and financial services.
• Excellent communication, interpersonal, problem-solving, presentation, and organizational skills.
• Proficiency with CRM and sales tools proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneDrive).
• Ability to build trust by presenting solutions with confidence and integrity, and by quantifying business value .
• Ability to travel and attend off-hours events locally and nationally.
• Proven success at or above quota in complex, multi-stakeholder sales cycles.
• Ability to balance persuasion with professionalism and maintain strong attention to detail.
• Experience with ERP and adjacent ecosystems is a plus:
• Cloud ERP (e.g., Sage Intacct, Acumatica, NetSuite)
• ISV and integration partners (e.g., AP automation, FP&A, eCommerce, payroll/HRIS, PSA)
• Related solutions such as RPA/Intelligent Automation, AI, Data & Analytics, Cloud & Infrastructure, or MSP services

We are seeking a high-performing ERP Account Executive to drive growth in our national Cloud ERP practice. This role is ideal for a consultative seller who understands how finance, operations, and technology converge and can translate that into measurable business outcomes for clients.

You will work closely with solution consultants, implementation leaders, and industry specialists to help organizations modernize financials, automate processes, and improve visibility across accounting, operations, and supply chain.

This is a solution sales role. You will sell ERP subscriptions alongside expert-led implementation and advisory services to companies of all sizes and industries.

The ideal candidate has established relationships with C-level and VP-level buyers especially CFOs, Controllers, COOs, and CIOs-and at least 5 years of proven success selling Cloud ERP and adjacent business applications and services (e.g., Sage Intacct, Acumatica, NetSuite), with a track record of consistent quota attainment.

Essential Functions and Primary Duties

• New Business Development

• Act as a hunter responsible for acquiring new clients and expanding within assigned accounts and territories.

• Product and Service Representation

• Develop a deep understanding of our ERP portfolio (e.g., Financials, Order-to-Cash, Procure-to-Pay, Project Accounting, Inventory/Distribution, Manufacturing, Subscription Billing, Revenue Recognition, Multi-entity/multi-currency) and our services (implementation, integration, training, and managed services).

• Stay current on vendor roadmaps, release cycles, and best practices in finance and operations; understand how evolving requirements (e.g., GAAP, ASC 606) impact client needs.

• Sales Quotas

• Achieve weekly, monthly, and annual targets for subscription ARR and professional services through effective sales and marketing strategies.

• Lead Generation

• Generate pipeline via outbound prospecting, partner/referral development (publishers, ISVs, alliances), events, and marketing follow-up; organize daily activities to engage target accounts.

• Sales Strategy & Execution

• Build and execute territory and account plans; qualify deals, run discovery, orchestrate solution demonstrations with pre-sales, build ROI/TCO cases, manage RFPs, and drive complex sales cycles to close.

• Deal Management

• Prepare accurate proposals, pricing, subscription agreements, and SOWs.

• Cross-Functional Collaboration

• Partner with solution consultants, delivery, and customer success to ensure smooth handoffs, successful implementations, and opportunities for expansion.

• Forecasting & Reporting

• Maintain CRM hygiene and pipeline accuracy; regularly report on performance and forecasts to CBIZ leadership.

Daily and Monthly Responsibilities

• Maintain strong relationships with customers to ensure satisfaction and identify opportunities for add-ons and cross-sell (e.g., AP automation, FP&A).
• Identify and engage appropriate prospects; set appointments; conduct discovery and qualification; manage the full sales cycle across all relevant product and service categories.
• Develop professional, complete, and concise proposals and executive-ready presentations.
• Meet or exceed sales goals by following a defined selling process and collaborating closely with subject matter experts.
• Provide regular, accurate pipeline and forecast updates to CBIZ executives.

Preferred Qualifications

• Experience selling into one or more of the following: professional services, SaaS/technology, nonprofit, wholesale distribution, manufacturing, construction, healthcare, and financial services.
• Excellent communication, interpersonal, problem-solving, presentation, and organizational skills.
• Proficiency with CRM and sales tools proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneDrive).
• Ability to build trust by presenting solutions with confidence and integrity, and by quantifying business value .
• Ability to travel and attend off-hours events locally and nationally.
• Proven success at or above quota in complex, multi-stakeholder sales cycles.
• Ability to balance persuasion with professionalism and maintain strong attention to detail.
• Experience with ERP and adjacent ecosystems is a plus:
• Cloud ERP (e.g., Sage Intacct, Acumatica, NetSuite)
• ISV and integration partners (e.g., AP automation, FP&A, eCommerce, payroll/HRIS, PSA)
• Related solutions such as RPA/Intelligent Automation, AI, Data & Analytics, Cloud & Infrastructure, or MSP services