Client Engagement Manager | CBIZ Technology

Essential Functions And Primary Duties

• 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.
• 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.
• Negotiate contracts and close sales, meeting or exceeding set targets.
• Collaborate with internal teams to meet client needs.
• Share client feedback to drive product and service enhancements.
• Ensure effective coordination to resolve client issues quickly.
• 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.
• Provide thought leadership to keep clients informed and engaged.

Preferred Qualifications

• Bachelor's degree in relevant field
• 7 years of experience in relevant field

Minimum Qualifications

• 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

About Us

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.