Client Success Account Manager | HCM
CBIZ

CBIZ's Human Capital Management (HCM/HCA) division provides comprehensive workforce and HR solutions designed to help organizations attract, retain, and optimize their talent. The team partners with clients across areas such as payroll, benefits administration, HR technology, compliance, and workforce strategy, delivering scalable solutions that support business growth. By combining consultative expertise with technology-enabled services, CBIZ HCM helps clients streamline operations, enhance the employee experience, and drive long-term organizational performance.

We are seeking a highly motivated and detail-oriented individual to join our team as a Client Service 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 is a proactive problem solver who looks beyond immediate requests to deliver added value, anticipates client needs, and communicates complex concepts clearly. They thrive in fast-paced environments, demonstrate strong critical thinking skills, and take ownership of client success.

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
• Work collaboratively with team members to ensure collective accountability for client success and consistent service delivery across all accounts
  
• Provide the high levels of customer satisfaction by delivering timely resolutions and executing customer-focused commitments
• Serve as a trusted advisor by anticipating client needs and recommending solutions, resources, and process improvements
• Troubleshoot complex system issues by gathering information, identifying patterns, and determining effective solutions
• Collaborate with internal teams to resolve complex client issues and escalate client concerns when appropriate
• Communicate technical concepts in a clear, professional, and easy-to-understand manner
• Build strong client relationships through responsiveness, empathy, and professionalism
• Lead client meetings, presentations, and regular check-ins as needed
• Proactively identify opportunities to improve system functionality and client satisfaction
• Conduct regular system audits to ensure data accuracy, integrity, and compliance
• Maintain data integrity and quality with any applicable software on a timely basis
• Manage multiple priorities, deadlines, and client requests while maintaining attention to detail
• Handle a high volume of client cases, emails, and phone calls while remaining organized and solution-focused

Preferred Qualifications

• Bachelor's Degree
• Minimum 1-2 years of payroll experience
• Experience in HRIS or Human Capital Management software preferred
• Experience supporting HR, payroll, timekeeping, or business software systems preferred
• Experience with UKG Ready Talent is a plus
• Previous experience in a client service, account management, 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

#LI-TL1 #LI-Hybrid

ABOUT US

CBIZ, Inc. (NYSE: 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.

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