CBIZ

Customer Success Manager

• Guide efforts of group to complete responsibilities
• Assign, monitor and review progress and accuracy of work
• Guide efforts and provide technical guidance on more complex issues
• Continue to spend a significant portion of time performing individual tasks related to the unit
• Execute annual goals and priorities
• Ensure team performs work according to policies and procedures to achieve productivity, service, and quality standards
• Analyze and resolve problems, interpret policies, and demonstrate subject matter knowledge
• Motivate, guide, and train staff
• Perform additional responsibilities as assigned
• Support CBIZ HCM's workforce and HR solutions across payroll, benefits administration, HR technology, compliance, and workforce strategy

Client Success Team Leader – HCM

Account Executive

• Build and maintain client relationships, meeting specified client retention goals
• Coordinate and direct assigned client activities within client services team
• Develop strong understanding of the clients' business and strategic priorities
• Develop and execute the renewal and/or marketing strategy in accordance with client instructions
• Manage new client implementation process
• Execute solid analysis, delivering creative and practical solutions for clients
• Lead and coordinate the evaluation of marketing
• Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers
• Negotiate renewal action with carriers based on client needs
• Educate clients on applicable legislation and market trends
• Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
• Participate in RFP process and finalist presentations
• Identify and propose additional services to existing clients
• Ensure compliance with all regulatory guidelines
• Additional responsibilities as assigned

Account Executive – Employee Benefits

Consultant

• Facilitate client meetings, client presentations, and internal team meetings
• Independently determine methodologies and approaches for projects
• Lead development of client deliverables, including written documents
• Manage timelines and completion of client deliverables using Excel, PowerPoint, Tableau, and related tools
• Ensure all work products are technically peer reviewed and submitted for consulting review
• Communicate project status updates with junior and senior internal team members
• Act as a resource for support staff
• Support business development activities

Health Care Visualization Consultant

Actuary

• Analyze and report on client- and state-specific requests, including analyzing, reviewing, interpreting, and summarizing detailed medical claims and enrollment data
• Independently determine methodologies and approach for projects
• Lead development of client deliverables, including written documents
• Manage timelines and completion of client deliverables using Excel, PowerPoint, Tableau, and other tools
• Ensure all work products are technically peer reviewed and submitted for consulting review
• Communicate project status updates with internal team members
• Act as a resource for support staff
• Participate in client meetings, client presentations, and internal team meetings

Actuarial Consultant, Health Care

Accounting Manager

• Assist with preparation of the information documents and client presentations
• Interface with clients regarding inquiries related to research and information requests
• Perform analysis using department specific templates
• Maintain and update data on market trends, competitor analysis and other business intelligence
• May lead and complete ad hoc projects as assigned
• Additional responsibilities as assigned

Outsourced Accounting Solutions Associate

Analyst

• Join CBIZ’s internal-facing Assurance Transformation team
• Drive process improvements, implement digital solutions, and support strategic change initiatives within the assurance practice
• Collaborate with cross-functional teams to analyze business requirements, design solutions, and facilitate adoption of assurance technologies
• Partner with assurance professionals and IT teams to streamline and standardize assurance processes using offshore resources, automation, process reengineering, and advanced workflow technologies
• Gather, document, and translate business needs into functional and technical requirements
• Develop process maps, workflow diagrams, and business requirements documents for current and future-state processes
• Facilitate design workshops, stakeholder interviews, and process walkthroughs
• Collaborate with Business Intelligence and AI teams on analytics, automation, and AI-driven solutions
• Support project management through timelines, resource planning, risk identification, and status reporting
• Assist with change management, user training, documentation, and communication strategies
• Monitor KPIs and adoption metrics for continuous improvement
• Evaluate and advise on technologies, vendors, and products; stay current with industry trends

Senior Analyst – Assurance Transformation

Account Manager

• Serve as the primary contact for a specified block of business and maintain overall client satisfaction
• Perform required compliance testing and related activities
• Reconcile assets and prepare Form 5500 and all schedules
• Prepare employer contribution allocations and calculate required minimum distributions and Qualified Domestic Relations Orders
• Resolve client issues involving compliance, tax reporting (Forms 5500 and 5330), audits, contract repricing, and IRS guidelines
• Respond to plan sponsors professionally and promptly regarding issues and questions
• Promote client retention and identify opportunities to build existing relationships through timely, high-quality service
• Provide value-added solutions to increase operational efficiencies
• Collaborate with internal partners to deliver timely and accurate information for inquiries and service issues
• Resolve complex situations or requests
• Attend client meetings and prepare meeting materials
• Achieve department service goals
• Perform additional responsibilities as assigned

Account Manager – Retirement Plan Administrator

• Serve as the primary contact for a specified block of business and ensure overall client satisfaction
• Perform required compliance testing and related activities
• Reconcile assets and prepare Form 5500 and all schedules
• Prepare allocations for employer contributions and calculate required minimum distributions and Qualified Domestic Relations Orders
• Resolve client inquiries concerning compliance, tax reporting (5500, 5330), audits, contract re-pricing, and IRS guidelines
• Respond to plan sponsors professionally and promptly
• Promote client retention and identify opportunities to build existing relationships through timely, quality service
• Provide value-added solutions to increase operational efficiencies
• Collaborate with internal partners to deliver timely and accurate information in response to inquiries and service issues
• Resolve complex situations or requests
• Attend client meetings and prepare meeting materials
• Achieve department-established service goals
• Perform additional responsibilities as assigned

• Manage day-to-day services for an assigned block of accounts under direct supervision
• Provide account management and technical support for UKG products and the Centrally HR product
• Serve as the primary client point of contact
• Assist clients with system navigation and troubleshoot issues
• Collaborate with team members to ensure client success and consistent service delivery
• Deliver timely resolutions and customer-focused commitments
• Anticipate client needs and recommend solutions, resources, and process improvements
• Troubleshoot complex system issues by gathering information, identifying patterns, and determining effective solutions
• Collaborate with internal teams and escalate client concerns when appropriate
• Communicate technical concepts clearly and professionally
• Build strong client relationships
• Lead client meetings, presentations, and regular check-ins
• Identify opportunities to improve system functionality and client satisfaction
• Conduct system audits to ensure data accuracy, integrity, and compliance
• Maintain software data integrity and quality
• Manage multiple priorities, deadlines, and client requests
• Handle high volumes of client cases, emails, and phone calls

Client Success Account Manager – HCM

• Serve as the client’s trusted advisor and identify client issues, conflicts, and solution options
• Manage staff on engagement deliverables, including financial statements, tax returns, and work papers
• Complete technical and strategic reviews to ensure quality control standards, on-time delivery, and budget compliance
• Handle client responsibilities using knowledge of trends, industries, and alternatives
• Understand client organizations, procedures, and internal policies
• Develop new clients with upper management through meetings, presentations, proposals, and cross-serving
• Manage and retain multiple client relationships, engagements, and special projects
• Develop overall engagement budgets
• Meet charge hour goals
• Manage billing and realization for assigned clients and explain variances
• Supervise, train, and mentor staff
• Foster a positive team culture and support management decisions
• Participate in practice development activities that generate new business and cross-serving opportunities
• Perform additional responsibilities as assigned

Tax Manager – HNW

• Serve as the primary contact for a specified block of business and be responsible for overall client satisfaction
• Perform required compliance testing and related activities
• Reconcile assets and prepare Form 5500 and all schedules
• Prepare employer contribution allocations and calculate required minimum distributions and Qualified Domestic Relations Orders
• Resolve client issues involving compliance, tax reporting (Forms 5500 and 5330), audits, contract repricing, and IRS guidelines
• Respond to plan sponsors professionally and promptly
• Promote client retention and identify opportunities to build existing relationships
• Provide value-added solutions to increase operational efficiencies
• Collaborate with internal partners to deliver timely and accurate information
• Resolve complex situations or requests
• Attend client meetings and prepare meeting materials
• Achieve department service goals
• Perform additional responsibilities as assigned

• Serve as the primary contact for a specified block of business and own overall client satisfaction
• Perform required compliance testing and related activities
• Reconcile assets and prepare Form 5500 and all schedules
• Prepare employer contribution allocations, required minimum distributions, and Qualified Domestic Relations Orders
• Respond to plan sponsors professionally and promptly regarding issues and questions
• Promote client retention and identify opportunities to build existing relationships through timely, quality service
• Resolve complex situations or requests
• Achieve department-established service goals
• Perform additional responsibilities as assigned

Senior Account Manager – Retirement Plan Administrator

• Serve as a subject matter expert within the business unit and share knowledge
• Recommend improvements to internal department procedures
• Recognize business opportunities for clients and CBIZ
• Serve as a trusted advisor and assume significant client responsibility
• Identify client issues and conflicts and proactively communicate solution options
• Manage staff and engagement deliverables, including financial statements, tax returns, and workpapers
• Complete technical and strategic reviews to ensure quality control standards are met
• Support new client development, client meetings, presentations, proposals, and cross-sell goals
• Manage billing and realization for assigned clients and develop engagement budgets
• Understand clients' Qualified Plan needs as applicable
• Supervise, train, mentor, and provide performance feedback to staff
• Foster a positive team culture and support management decisions

Senior Tax Manager

Vice President

• Lead the performance and growth of the HCM Sales organization
• Directly manage Sales Directors and indirectly lead regional and national sales teams
• Drive revenue growth, market expansion, and client acquisition
• Develop sales strategies, performance expectations, and accountability measures
• Recruit, develop, coach, and retain high-performing sales leaders and teams
• Monitor sales metrics, pipeline activity, forecast accuracy, and revenue results
• Collaborate with marketing, operations, service delivery, and executive leadership
• Build a performance-oriented culture focused on accountability, execution, leadership development, and continuous improvement
• Provide strategic direction and operational oversight for scalable delivery of human capital solutions and services
• Oversee business segment performance, operational effectiveness, financial results, resource management, workforce planning, and organizational objectives
• Develop and execute operational strategies supporting long-term growth, service excellence, profitability, and business performance
• Perform additional responsibilities as assigned

Vice President, HCM Sales

• Serve as the client’s trusted advisor and demonstrate knowledge of industry trends
• Identify client issues and conflicts and proactively communicate solution options
• Manage staff on engagement deliverables, including financial statements, tax returns, and work papers
• Complete technical and strategic reviews and ensure quality control standards, on-time delivery, and budget compliance
• Handle client responsibilities using proficient technical knowledge of trends, industries, and alternatives
• Understand client organizations, procedures, and internal policies
• Support new client development with upper management through meetings, presentations, proposals, and cross-selling
• Manage and retain multiple client relationships, engagements, and special projects
• Develop engagement budgets and meet charge-hour goals
• Manage billing and realization for assigned clients and explain variances
• Supervise, train, and mentor staff
• Foster a positive team culture and support management decisions
• Participate in practice development activities generating new business and cross-selling opportunities
• Perform additional responsibilities as assigned