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CBIZ

IT Service Management (ITSM) Lead

Cleveland, OH · Hybrid

#LI-AM1 #LI-Hybrid CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle ... and technology, CBIZ delivers actionable insights to help clients anticipate what is next and ...

CBIZ

Technology Recruiter | Temporary

Cleveland, OH · Hybrid

#LI-CG1 #LI-Hybrid CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle ... Proficient use of applicable technology * Must be able to travel based on client and business needs ...

CBIZ

Marketing Manager | Technology

Cleveland, OH · Hybrid

#LI-SH1 #LI-HYBRID CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle ... Proficient use of applicable technology * Demonstrated ability to communicate verbally and in ...

CBIZ

Tax Experienced Associate

Colorado Springs, CO · Hybrid

$57K - $76K/yr

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 ...

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How much do cbiz technologies jobs pay per hour?

As of Jun 13, 2026, the average hourly pay for cbiz technologies in the United States is $51.55, according to ZipRecruiter salary data. Most workers in this role earn between $49.52 and $57.69 per hour, depending on experience, location, and employer.
Client Engagement Manager | CBIZ Technology

Client Engagement Manager | CBIZ Technology

CBIZ, Inc.

Nashville, TN • On-site

Full-time

Posted 26 days ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 49 frontline employees who took The Breakroom Quiz

11th of 17 rated bookkeepers and accountants

Job description

Job Description
#LI-CR2 #LI-Remote
Responsibilities
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.
  • 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 Business, Communications, Technology, or related field (or equivalent experience).
  • 5+ years' experience in account management, client engagement, customer success, or a related role, preferably in a technology environment.
  • Strong interpersonal and communication skills, both written and verbal.
  • Demonstrated ability to build and maintain client relationships.
  • Experience in sales, business development, or contract negotiation.
  • Proficiency with CRM systems and Microsoft Office Suite.
  • Analytical skills to interpret client data and develop actionable insights.
  • Ability to collaborate effectively across teams.
  • Solution-oriented with strong problem-solving capabilities.
  • Organized, detail-oriented, and able to manage multiple priorities.

Qualifications
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

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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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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