What are the responsibilities and job description for the Client Relationship Management Coordinator position at CBIZ?
Job Description
Essential Functions And Primary Duties
Minimum Qualifications
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.
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.
Essential Functions And Primary Duties
- Primary owner and manager of the CRM databases
- Responsible for supporting marketing initiatives involving Exact Target
- May be primary coordinator of customer relationship efforts or projects by the local office
- Responsible for gathering, refreshing and cleansing data, reporting and reconciliation of data
- Works prospect lists and performs conflict checks
- Works with the National CRM/SFA Administrative Team and upper management as required
- May be asked to educate local personnel on policies and processes as they relate to the customer management systems
- Continually reports on outcomes and opportunities with clients or potential clients
- Supports business development/revenue growth activities and tracking
- Maintains data accuracy
- Conducts regular quality reviews and remediation efforts
- Assist with data transfer and integration of systems
- Partner with the National office to implement integrations
- Ensure seamless data flow, minimizing manual entry and duplications
- Implement automations to improve efficiencies
- Monitor performance and troubleshooting data sync issues
- Establish and enforce CRM data governance policies, standards and procedures
- Perform other duties as assigned
Minimum Qualifications
- High School degree/GED required
- At least 2 years of administrative support experience; marketing experience helpful
- Solid database management skills and attention to detail
- Working knowledge of the public accounting or a professional services firm desirable
- Able to manage deadlines, work efficiently on multiple projects and prioritize assignments
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.
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.