Client Engagement Manager

Client Engagement Manager

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

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

Sales and Business Development

Collaboration with Internal Teams

Reporting and Analysis

Strategic Planning

Client Engagement and Thought Leadership

Preferred Qualifications

Minimum Qualifications Required