Client Success Account Manager | HCM
About The Position
CBIZ’s Human Capital Management division provides workforce and HR solutions in areas including payroll, benefits administration, HR technology, compliance, and workforce strategy. The Client Success Account Manager provides client service and technical support for the Centrally HR product and assists with account management and support of UKG products. The role serves as a primary client contact, helping clients navigate the system, troubleshoot issues, and use software solutions effectively. Working under direct supervision, the manager oversees day-to-day services for an assigned group of accounts. The position calls for a proactive, detail-oriented problem solver who anticipates client needs, communicates technical concepts clearly, and takes ownership of client success. The role requires collaboration with internal teams, management of numerous client requests and cases, and travel based on client and business needs.
Requirements
- High school diploma or GED equivalent.
- Three years of experience in the industry or a related field.
- Strong oral and written communication skills with people at all organizational levels, internally and externally.
- Must obtain and maintain required licenses or certifications, as applicable.
- Proficient use of applicable technology.
- Ability to work both independently and as part of a team.
- Ability to travel based on client and business needs.
Nice To Haves
- Bachelor's degree.
- One to two years of payroll experience.
- Experience with HRIS or Human Capital Management software.
- Experience supporting HR, payroll, timekeeping, or business software systems.
- Experience with UKG Ready Talent.
- Previous experience in client service, account management, or a system integration environment.
Responsibilities
- Manage day-to-day services for an assigned block of accounts under direct supervision.
- Assist with account management and technical support for UKG products.
- Collaborate with team members to support client success and consistent service delivery.
- Resolve client requests in a timely manner and fulfill customer-focused commitments.
- Anticipate client needs and recommend solutions, resources, and process improvements.
- Troubleshoot complex system issues by gathering information, identifying patterns, and determining solutions.
- Work with internal teams to resolve complex issues and escalate client concerns when appropriate.
- Explain technical concepts clearly and professionally.
- Build client relationships through responsiveness, empathy, and professionalism.
- Lead client meetings, presentations, and regular check-ins as needed.
- Identify opportunities to improve system functionality and client satisfaction.
- Conduct regular system audits for data accuracy, integrity, and compliance.
- Maintain data integrity and quality in applicable software in a timely manner.
- Manage multiple priorities, deadlines, and client requests while maintaining attention to detail.
- Handle a high volume of client cases, emails, and phone calls while remaining organized and solution-focused.
Benefits
- Opportunities to grow personally and professionally throughout one's career.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
