Client Engagement Manager | CBIZ Technology

#LI-CF2 #LI-Remote If you are looking for more than another AI title, 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. 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. 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. 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 relevant field 7 years of experience in relevant field 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