Trusted local advisors enhanced by specialists nationwide. (NYSE: CBZ)
Client Engagement Manager
Location
Tennessee
Posted
24 days ago
Salary
$80K - $100K / year
Seniority
Senior
Job Description
Client Engagement Manager
CBIZ
• 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. • 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. • 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. • Work closely with sales, marketing, product, and support teams to meet client needs. • Share client feedback to drive product and service enhancements. • 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. • 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. • Proactively invite clients to webinars and company events.
Job Requirements
- 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
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