Client Engagement Manager | CBIZ Technology

CBIZ•Nashville, TN

1d•Remote

About The Position

The Client Engagement Manager (CEM) will be responsible for managing and nurturing relationships with 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. This opportunity provides direct access to executive priorities, meaningful client impact, and the chance to help establish CBIZ as a market leader in the future of AI-driven professional services.

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

Nice To Haves

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

Responsibilities

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.
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.
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.