Client Engagement Manager

CBIZ

Client Engagement Manager at CBIZ Technology ensuring client needs are met and identifying growth opportunities. Managing communications and relationships to foster business development and client satisfaction.

Posted 5/15/2026full-timeRemote • Tennessee • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
Finance
Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Client Engagement Manager Job not on LinkedIn 🔥 18 minutes ago 🎸 Tennessee – Remote 💵 $80k - $100k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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. 🎯 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Customer Success Manager 🔥 2 hours ago Emerson 10,000+ employees 🏢 Enterprise ⚡ Energy ☁️ SaaS Website LinkedIn All Job Openings Customer Success Manager responsible for customer adoption and value realization in Aerospace and Defense. Blending product expertise and relationship development for successful outcomes. 🇺🇸 United States – Remote 💵 $135k - $153k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Senior Customer Success Manager 🔥 3 hours ago n8n 11 - 50 ☁️ SaaS 🤖 Artificial Intelligence 🏢 Enterprise Website LinkedIn All Job Openings Senior Customer Success Manager managing enterprise customer relationships at n8n. Leading onboarding, risk management, and driving renewals. 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 🏆 Customer Success Customer Success Manager 🔥 5 hours ago Floowi Inc 11 - 50 🤝 B2B 🎯 Recruiter ☁️ SaaS Website LinkedIn All Job Openings Customer Success Manager handling client relationships for pest control industry. Managing strategic guidance, client satisfaction, and service implementation. 🇺🇸 United States – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success 🚫👨‍🎓 No degree required Supervisor, Global Client Success 🔥 7 hours ago NAMSA 1001 - 5000 ⚕️ Healthcare Insurance 🧬 Biotechnology 💊 Pharmaceuticals Website LinkedIn All Job Openings Supervisor of Global Client Success team managing client experience with various NAMSA client portals. Overseeing daily activities, training programs, and process improvements for operational excellence. 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Senior Customer Success Manager 🔥 9 hours ago Perseus Group, Constellation Software 10,000+ employees 🤝 B2B ☁️ SaaS Website LinkedIn All Job Openings Senior Customer Success Manager responsible for optimizing and growing strategic accounts at TUNE. Building trusted client relationships and promoting new features in the partner marketing space. 🇺🇸 United States – Remote 💵 $99k - $121k / year ⏰ Full Time 🟠 Senior 🏆 Customer Success View More Customer Success Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Soft Skills

client relationship managementcommunicationproblem-solvingnegotiationsalespresentationdata analysisstrategic planningcustomer servicefeedback gathering

Certifications

High School DiplomaGEDrequired licenses