CBIZ
10,000+ employees
Founded 1996
🤝 B2B
💸 Finance
🏢 Enterprise
B2B • Finance • Enterprise
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
Client Engagement Manager
🕒 4 days ago
🎸 Tennessee – Remote
💵 $80k - $100k / year
⏰ Full Time
🟠 Senior
🔴 Lead
🤝 Client Partner
🦅 H1B Visa Sponsor
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CBIZ
10,000+ employees
Founded 1996
🤝 B2B
💸 Finance
🏢 Enterprise
B2B • Finance • Enterprise
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
📋 Description
• Manage and nurture relationships with clients • Respond to client inquiries promptly via email, phone, or in-person meetings • Schedule and conduct regular check-ins to discuss client needs and gather feedback • Ensure timely resolution of client issues; escalate concerns as necessary • Build and maintain strong, long-lasting relationships with clients • Develop an understanding of client business goals to provide tailored solutions • Identify and pursue new business opportunities within existing accounts • Prepare and present proposals or statements of work for additional services or products • Track customer contract renewals, manage renewal timelines, and coordinate internal stakeholders to support timely renewals • Negotiate change orders, renewal terms, and upsell opportunities aligned to client needs and business goals • Work closely with sales, marketing, product, and support teams to meet client needs • Maintain accurate records of client interactions and sales activities in CRM systems • Generate regular reports on account status and key performance metrics
🎯 Requirements
• High School Diploma (or GED) • Must have and preserve required licenses • Proficient use of applicable technology • Demonstrated ability to communicate verbally and in writing with all levels of an organization, both internally and externally • Ability to travel as required by business
🏖️ Benefits
• Health insurance • Flexible work arrangements • Professional development opportunities
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