Client Success Account Manager | HCM

With over offices and nearly 7, associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE : CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ is honored to be the recipient of several national recognitions for :

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Best Places to Work in Insurance
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes.

CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top Retirement Plan Adviser (PLANADVISER).

We are seeking a highly motivated and detail-oriented individual to join our team as a Client Success Account Manager. In this role, you will be responsible for providing exceptional client service and technical support for our Centrally HR product.

You will serve as the primary point of contact for our clients, assisting them with system navigation, troubleshooting issues, and ensuring smooth operation of our software solutions.

The ideal candidate will possess strong communication skills, a customer-centric approach, and a solid understanding of HR processes and systems.

Essential Functions and Primary Duties

• Under direct supervision, manages the day-to-day of services for an assigned block of accounts
• Offer assistance with account management and technical support of UKG products
• Provide the highest levels of customer satisfaction by delivering timely resolutions and executing customer-focused commitments
• Collaborate with internal teams to resolve complex client issues and escalate client concerns when appropriate
• Proactively identify opportunities to improve system functionality and client satisfaction
• Coordinate client meetings as needed
• Conduct regular system audits to ensure data accuracy and compliance
• Maintain data integrity and quality with any applicable software on a timely basis

Preferred Qualifications

• Bachelor's Degree
• Minimum 1-2 years of payroll experience
• Preference for candidate with prior experience in HRIS or Human Capital Management software
• Experience with UKG Ready Talent is a plus
• Previous experience in a client service or system integration environment

Minimum Qualifications

• High School Diploma or GED equivalent required; Bachelors degree preferred
• 3 years experience in industry or related field
• Relevant experience managing multiple clients in the payroll and human capital management industry
• Experience working in a client service environment
• Experience working in a client service interface or system integration environment
• Strong communication skills both oral and written with all levels of an organization, both internally and externally

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