Client Engagement Manager | CBIZ Technology

View More Jobs Client Engagement Manager | CBIZ Technology United States (Remote) Apply Now Job Info Job Identification 5625 Posting Date 05/15/2026, 11:51 AM Locations 1221 Broadway, Suite 1925, Nashville, TN, 37203, US (Remote) Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the "About Us" section Base Range $80,000 - $100,000 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 #LI-CR2 #LI-Remote About Us CBIZ, Inc. (

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CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship. Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of

CBIZ. CBIZ

will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com . Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights . Apply Now Similar Jobs