What are the responsibilities and job description for the Client Success Account Manager | HCM position at CBIZ?
Job Description
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
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.
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
- 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; Bachelor's degree preferred
- 3 years of experience in industry or related field
- Strong communication skills both oral and written with all levels of an organization, both internally and externally
- Must obtain and preserve required licenses/certifications as required
- Proficient use of applicable technology
- Able to work in a team environment as well as independently
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Travel based on client and business needs
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.