Client Success Account Manager | HCM

Responsibilities

The Client Success Account Manager will serve as the primary point of contact for clients, providing technical support and system navigation for HCM software. They are responsible for managing a block of accounts, troubleshooting complex issues, and ensuring high levels of client satisfaction through proactive service.

Requirements

Candidates must have at least 3 years of experience in the industry, with a preference for 1-2 years of payroll experience and familiarity with HRIS software. A high school diploma or GED is required, while a bachelor's degree is preferred.

Skills

• Payroll
• HRIS
• Human Capital Management
• UKG Ready Talent
• Account Management
• Technical Support
• Customer Service
• Troubleshooting
• Data Integrity
• System Audits
• Critical Thinking
• Communication
• Relationship Building
• Timekeeping
• Compliance

About this role

#LI-TL1 #LI-Remote

RESPONSIBILITIES

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

QUALIFICATIONS

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. (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.

About CBIZ

Business Consulting and Services · 10,001+ employees · headquartered in Independence, Ohio · founded 1996