Client Engagement Manager

🕒 May 15

🎸 Tennessee – Remote

🎸 Tennessee – Remote

💵 $80k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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CBIZ

WebsiteLinkedInAll Job Openings

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

• 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. • Monitor client satisfaction and address concerns to maintain high service levels. • Identify and pursue new business opportunities within existing accounts. • Prepare and present proposals or statements of work for additional services or products. • Negotiate contracts and close sales, meeting or exceeding set targets. • Work closely with sales, marketing, product, and support teams to meet client needs. • Share client feedback to drive product and service enhancements. • Maintain accurate records of client interactions and sales activities in CRM systems. • Generate regular reports on account status and key performance metrics. • Analyze client data to identify trends, risks, and opportunities for upselling or cross-selling. • Develop account plans aligned with client and company objectives. • Participate in strategic meetings to support client growth and retention. • Stay informed about industry trends and competitor activities to provide strategic advice. • Proactively invite clients to webinars and company events.

🎯 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