Client Success Account Manager | HCM

About the role

CBIZ’s Human Capital Management (HCM/HCA) division provides comprehensive workforce and HR solutions designed to help organizations attract, retain, and optimize their talent. The team partners with clients across areas such as payroll, benefits administration, HR technology, compliance, and workforce strategy, delivering scalable solutions that support business growth. By combining consultative expertise with technology-enabled services, CBIZ HCM helps clients streamline operations, enhance the employee experience, and drive long-term organizational performance.

Responsibilities

• Manages the day-to-day of services for an assigned block of accounts
• Offers assistance with account management and technical support of UKG products
• Works collaboratively with team members to ensure collective accountability for client success and consistent service delivery across all accounts
• Serves as the primary point of contact for our clients, assisting them with system navigation, troubleshooting issues, and ensuring smooth operation of our software solutions
• Thrives in fast-paced environments, demonstrates strong critical thinking skills, and takes ownership of client success
• Troubleshoots complex system issues by gathering information, identifying patterns, and determining effective solutions
• Collaborates with internal teams to resolve complex client issues and escalate client concerns when appropriate
• Communicates technical concepts in a clear, professional, and easy-to-understand manner
• Buils strong client relationships through responsiveness, empathy, and professionalism
• Leads client meetings, presentations, and regular check-ins as needed
• Proactively identifies opportunities to improve system functionality and client satisfaction
• Conducts regular system audits to ensure data accuracy, integrity, and compliance
• Maintains data integrity and quality with any applicable software on a timely basis
• Manages multiple priorities, deadlines, and client requests while maintaining attention to detail
• Handles a high volume of client cases, emails, and phone calls while remaining organized and solution-focused

Requirements

• 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
• 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

Preferred Qualifications

• Bachelor's Degree
• 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