#LI-CR2 #LI-Remote
CBIZ Technology Division is seeking a dynamic and proactive Client Engagement Manager (CEM) to join our growing team. The CEM will be responsible for managing and nurturing relationships with our clients, ensuring their needs are consistently met, and identifying opportunities for business growth. This is a client-facing position that requires regular communication, problem-solving, and close collaboration with internal teams.
Essential Functions and Primary Duties
Client Communication
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.
Relationship Management
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.
Sales and Business Development
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.
Collaboration with Internal Teams
Work closely with sales, marketing, product, and support teams to meet client needs.
Share client feedback to drive product and service enhancements.
Ensure effective coordination to resolve client issues quickly.
Reporting and Analysis
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.
Strategic Planning
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.
Client Engagement and Thought Leadership
Proactively invite clients to webinars and company events.
Provide thought leadership to keep clients informed and engaged.
Preferred Qualifications
Bachelor’s degree in Business, Communications, Technology, or related field (or equivalent experience).
5+ years’ experience in account management, client engagement, customer success, or a related role, preferably in a technology environment.
Strong interpersonal and communication skills, both written and verbal.
Demonstrated ability to build and maintain client relationships.
Experience in sales, business development, or contract negotiation.
Proficiency with CRM systems and Microsoft Office Suite.
Analytical skills to interpret client data and develop actionable insights.
Ability to collaborate effectively across teams.
Solution-oriented with strong problem-solving capabilities.
Organized, detail-oriented, and able to manage multiple priorities.
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