[Hiring] Client Success Account Manager @CBIZ

Role Description

CBIZ’s Human Capital Management (HCM/HCA) division provides comprehensive workforce and HR solutions designed to help organizations attract, retain, and optimize their talent. We are seeking a highly motivated and detail-oriented individual to join our team as a Client Service Account Manager. In this role, you will be responsible for providing exceptional client service and technical support for our Centrally HR product.

• Manage the day-to-day services for an assigned block of accounts under direct supervision.
• Offer assistance with account management and technical support of UKG products.
• Work collaboratively with team members to ensure collective accountability for client success and consistent service delivery across all accounts.
• Provide high levels of customer satisfaction by delivering timely resolutions and executing customer-focused commitments.
• Serve as a trusted advisor by anticipating client needs and recommending solutions, resources, and process improvements.
• Troubleshoot complex system issues by gathering information, identifying patterns, and determining effective solutions.
• Collaborate with internal teams to resolve complex client issues and escalate client concerns when appropriate.
• Communicate technical concepts in a clear, professional, and easy-to-understand manner.
• Build strong client relationships through responsiveness, empathy, and professionalism.
• Lead client meetings, presentations, and regular check-ins as needed.
• Proactively identify opportunities to improve system functionality and client satisfaction.
• Conduct regular system audits to ensure data accuracy, integrity, and compliance.
• Maintain data integrity and quality with any applicable software on a timely basis.
• Manage multiple priorities, deadlines, and client requests while maintaining attention to detail.
• Handle a high volume of client cases, emails, and phone calls while remaining organized and solution-focused.

Qualifications

• High School Diploma or GED equivalent required; Bachelor's degree preferred.
• 3 years of experience in industry or related field.
• Strong communication skills both oral and written with all levels of an organization, both internally and externally.
• Must obtain and preserve required licenses/certifications as required.
• Proficient use of applicable technology.
• Able to work in a team environment as well as independently.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Travel based on client and business needs.

Requirements

• Bachelor's Degree preferred.
• Minimum 1-2 years of payroll experience.
• Experience in HRIS or Human Capital Management software preferred.
• Experience supporting HR, payroll, timekeeping, or business software systems preferred.
• Experience with UKG Ready Talent is a plus.
• Previous experience in a client service, account management, or system integration environment.

Company Description

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.