Business Development Director

#LI-KH1 #LI-Hybrid

CBIZ is seeking a Director/Senior Director, Private Equity & Venture Capital Business Development to drive enterprise-wide growth across the private equity, venture capital, and technology and SaaS company ecosystem in the NY Metro market. This senior, market-facing role is responsible for developing and deepening relationships with private equity sponsors, venture capital firms, operating partners, portfolio company leaders, and high-growth technology companies, while ensuring awareness and sales of CBIZ’s full platform of services to support companies across the investment lifecycle.

The role is focused on selling and expanding enterprise-wide CBIZ solutions — including tax, audit, advisory, valuation, consulting, employee benefits, insurance, and other relevant offerings — to PE- and VC-backed portfolio companies and technology-enabled businesses, with an emphasis on cross-selling, coordinated pursuit leadership along-side Managing Directors and Industry Leader as well as long-term relationship development. The individual will act as a trusted advisor externally and an internal quarterback, aligning CBIZ service teams to deliver a unified, high-value client experience.

Essential Functions and Primary Duties

          Private Equity, Venture Capital & Technology Coverage

• Build, manage, and expand senior-level relationships with private equity firms, venture capital firms, operating partners, and investment professionals, as well as executives within PE- and VC-backed portfolio companies and technology-driven businesses.
• Develop a deep understanding of investment strategies, value-creation priorities, operating models, and growth challenges across PE- and VC-backed companies, including early-stage, growth-stage, and mature technology-enabled organizations.

• Translate sponsor- and investor-level relationships into repeatable portfolio company and operating company opportunities, supporting companies from formation and scale through acquisition, integration, and exit.

  Portfolio Company & Operating Company Penetration

• Lead a portfolio and operating-company penetration strategy that identifies where CBIZ can deliver incremental value through expanded and cross-service relationships across tax, audit, advisory, valuation, consulting, benefits, insurance, and related solutions.
• Partner with internal CBIZ leaders and existing market facing resources to support companies navigating rapid growth, complex compensation structures, equity plans, M&A activity, international expansion, compliance demands, and operational scaling, particularly common in VC-backed and technology environments.
• Position CBIZ as a long-term advisor supporting both investor objectives and management execution, rather than transactional, service-specific selling.

        Enterprise-Wide Selling & Pursuit Leadership

• Serve as the market-facing pursuit leader for complex, multi-disciplinary opportunities across the PE, VC, and technology ecosystem, coordinating the right CBIZ service-line, regional, and industry leaders.
• Drive a OneCBIZ, team-selling approach, ensuring alignment around pursuit strategy, client messaging, value proposition, and execution across practices.
• Maintain accountability for opportunity qualification, advancement, and close, while ensuring a consistent and high-quality client experience.

       Regional Growth Strategy & Market Leadership

• Develop and execute a NY Metro growth strategy for private equity, venture capital, and technology markets, including target sponsor prioritization, portfolio mapping, technology-sector focus areas, and coordinated go-to-market initiatives.
• Build and maintain strategic relationships with venture capital firms, accelerators, incubators, law firms, lenders, investment banks, and technology-focused intermediaries that expand market access and opportunity flow.
• Represent CBIZ through select thought leadership, events, and market-facing activity relevant to investors and technology-driven businesses.

       Revenue Ownership & Sales Discipline

• Own pipeline development, forecasting, and revenue contribution tied to PE-, VC-, and technology-focused opportunities.
• Maintain disciplined use of Salesforce CRM and related sales processes to track activity, relationships, and pipeline health.
• Develop and execute an annual business development plan aligned with regional and firm-wide growth priorities.

        Internal Leadership & Collaboration

• Partner closely with Regional Business Development leadership, regional office leaders, practice leaders, industry leaders, marketing, and national PE/VC leadership to drive coordinated execution.
• Influence effectively across a matrixed organization, driving accountability and momentum without formal authority.
• Mentor and support business development peers and practitioners by sharing market insight, pursuit best practices, and investor- and technology-sector knowledge.
• Drive measurable growth through new client wins, expanded services, and multi-service relationships across PE- and VC-backed portfolio companies and technology-driven businesses.
• Build a sustainable pipeline anchored in investor relationships and operating-company penetration, not one-off transactions.
• Contribute to regional and firm growth by increasing share of wallet, cross-practice collaboration, and sponsor loyalty across the NY Metro market.

Preferred Qualifications

• Minimum of 10 years of experience in business development or growth leadership within professional services, with exposure to private equity, venture capital, and/or technology companies.
• Proven success in enterprise or consultative selling, managing complex, multi-stakeholder relationships.
• Demonstrated ability to engage credibly with investors, founders, CEOs, CFOs, and senior operators.
• Strong familiarity with the NY Metro / Central New Jersey market.
• High degree of organization, follow-through, and comfort operating within structured sales and CRM processes.
• Existing relationships with PE sponsors, VC firms, technology founders, operating partners, and investment intermediaries.
• Experience supporting high-growth, technology-enabled companies, including equity compensation, scaling operations, M&A activity, and exit readiness.
• Experience coordinating multiple service lines in enterprise-level pursuits.
• Demonstrated ability to lead, mentor, and influence in a matrixed professional services environment.

Minimum Qualifications

• The successful candidate will have a Bachelor's of business administration or equivalent, MBA preferred
• Minimum of 10 years of experience required
• Established business relationships in the local business community
• Possess industry knowledge
• Excellent verbal and written communication skills plus presentation skills
• Possess leadership qualities necessary to lead a team
• Ability to manage time effectively and to multi-task

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.