Client Engagement Manager | CBIZ Technology

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    "ExternalResponsibilitiesStr": "<p><span>CBIZ Technology Division is&nbsp;seeking&nbsp;a dynamic and proactive Client Engagement Manager (CEM) to join our growing team. The CEM will&nbsp;be responsible for&nbsp;managing and nurturing relationships with our clients, ensuring their needs are consistently met, and&nbsp;identifying&nbsp;opportunities for business growth. This is a client-facing position that requires regular communication, problem-solving, and close collaboration with internal teams.&nbsp;</span></p><p><span><strong>Essential Functions and Primary Duties</strong></span></p><p><span><strong>Client Communication</strong>&nbsp;</span></p><ul><li><span>Respond to client inquiries promptly via email, phone, or in-person meetings.&nbsp;</span></li><li><span>Schedule and conduct regular check-ins to discuss client needs and gather feedback.&nbsp;</span></li><li><span>Ensure&nbsp;timely&nbsp;resolution of client issues; escalate&nbsp;concerns&nbsp;as necessary.&nbsp;</span></li></ul><p><span><strong>Relationship Management</strong>&nbsp;</span></p><ul><li><span>Build and&nbsp;maintain&nbsp;strong, long-lasting relationships with clients.&nbsp;</span></li><li><span>Develop an understanding of client business goals to provide tailored solutions.&nbsp;</span></li><li><span>Monitor client satisfaction and address concerns to&nbsp;maintain&nbsp;high service levels.&nbsp;</span></li></ul><p><span><strong>Sales and Business Development</strong>&nbsp;</span></p><ul><li><span>Identify&nbsp;and pursue new business opportunities within existing accounts.&nbsp;</span></li><li><span>Prepare and present proposals or statements of work for&nbsp;additional&nbsp;services or products.&nbsp;</span></li><li><span>Negotiate contracts and close sales,&nbsp;meeting&nbsp;or exceeding set targets.&nbsp;</span></li></ul><p><span><strong>Collaboration with Internal Teams</strong>&nbsp;</span></p><ul><li><span>Work closely with sales, marketing, product, and support teams to meet client needs.&nbsp;</span></li><li><span>Share client feedback to drive product and service enhancements.&nbsp;</span></li><li><span>Ensure effective coordination to resolve client issues quickly.&nbsp;</span></li></ul><p><span><strong>Reporting and Analysis</strong>&nbsp;</span></p><ul><li><span>Maintain accurate records of client interactions and sales activities in CRM systems.&nbsp;</span></li><li><span>Generate regular reports on account status and key performance metrics.&nbsp;</span></li><li><span>Analyze client data to&nbsp;identify&nbsp;trends, risks, and opportunities for upselling or cross-selling.&nbsp;</span></li></ul><p><span><strong>Strategic Planning</strong>&nbsp;</span></p><ul><li><span>Develop account plans aligned with client and company&nbsp;objectives.&nbsp;</span></li><li><span>Participate in strategic meetings to support client growth and retention.&nbsp;</span></li><li><span>Stay informed about industry trends and competitor activities to&nbsp;provide&nbsp;strategic advice.&nbsp;</span></li></ul><p><span><strong>Client Engagement and Thought Leadership</strong>&nbsp;</span></p><ul><li><span>Proactively invite clients to webinars and company events.&nbsp;</span></li><li><span>Provide thought leadership to keep clients informed and engaged.&nbsp;</span></li></ul><p><span><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAAAXNSR0IArs4c6QAAAARnQU1BAACxjwv8YQUAAAAJcEhZcwAADsMAAA7DAcdvqGQAAAANSURBVBhXY2BgYGAAAAAFAAGKM+MAAAAAAElFTkSuQmCC\" alt=\"Shape\" width=\"1\" height=\"1\" v:shapes=\"Picture_x0020_2\" uploadprocessed=\"true\">&nbsp;</span></p><p><span><strong>Preferred Qualifications</strong></span></p><ul style=\"list-style-type: square;\"><li><span>Bachelor’s degree in Business, Communications, Technology, or related field (or equivalent experience).&nbsp;</span></li><li><span>5+ years’ experience in account management, client engagement, customer success, or a related role, preferably in a technology environment.&nbsp;</span></li><li><span>Strong interpersonal and communication skills, both written and verbal.&nbsp;</span></li><li><span>Demonstrated ability to build and&nbsp;maintain&nbsp;client relationships.&nbsp;</span></li><li><span>Experience in sales, business development, or contract negotiation.&nbsp;</span></li><li><span>Proficiency&nbsp;with CRM systems and Microsoft Office Suite.&nbsp;</span></li><li><span>Analytical skills to interpret client data and develop actionable insights.&nbsp;</span></li><li><span>Ability to collaborate effectively across teams.&nbsp;</span></li><li><span>Solution-oriented with strong problem-solving capabilities.&nbsp;</span></li><li><span>Organized, detail-oriented, and able to manage multiple priorities.&nbsp;</span></li></ul>",
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