Manager | Sponsor Coverage (Remote)

About our Business

CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are CBIZ Private Equity Advisory - Invested in You.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

About the Role

This role reports to the Managing Director and head of our Sponsor Coverage Team and is critical to expanding our market share with clients and prospective clients in our Western market. The individual must live in either Southern California or the San Francisco Bay Area.

Essential Functions and Primary Duties

• Identify, network into, and establish relationships with deal team professionals at private equity firms, investment banking firms, and other M&A constituents
• Nurture and leverage existing firm relationships to expand contacts within a PE or IB group
• Prepare for telephonic and in person meetings by completing information sheets necessary to conduct successful calls/meetings
• Schedule, participate in, and lead follow up on telephonic and in person meetings
• Log and update all data tracking fields in SalesForce after telephonic and in person meetings
• Log and track advancement of individual professionals along our sales cycle continuum
• Use tools including PitchBook, LinkedIn etc. to navigate
• Send best practice emails to probe for needs where CBIZ Private Equity Advisory can deliver solutions
• Attend industry events as necessary to market CBIZ Private Equity Advisory and optimize brand awareness
• Work with Marketing to follow up on specific lead generation campaigns
• Present actionable business intelligence off fund news to properly stay top of mind and advance more individuals at more funds
• Learn and maintain in-depth knowledge of new services, industry trends and competition

Preferred Qualifications

• The ideal candidate must possess 5+ years of experience working in client service or new business development in middle market M&A
• Proficient in Microsoft Word, Excel, PowerPoint, and Salesforce.com
• Proven ability to leverage personal and professional network
• Proven ability to establish multi-level relationships within a single firm
• Ability to recognize and prioritize action across multiple prospect opportunities
• Must be a self-starter that can work independent of daily oversight
• High level of maturity and professionalism while displaying tenacity

Minimum Qualifications

• The successful candidate will have a Bachelor's degree
• Minimum 5 years' experience working in middle market M&A
• Excellent verbal and written communication skills plus presentation skills

In compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $125,000-$200,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

The application window is anticipated to close on or before December 31, 2024. We do encourage that you apply to this position as soon as possible.

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