Manage existing banking relationships while achieving financial targets as Senior Virtual Relationship Manager. Focus on excellent customer service and banking product knowledge in a dynamic environment.
About the role
- Client Success Account Manager providing exceptional client service and technical support for Centrally HR product at CBIZ. Managing day-to-day services for assigned accounts and ensuring customer satisfaction.
Responsibilities
- 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
- Provide the highest levels of customer satisfaction by delivering timely resolutions and executing customer-focused commitments
- Collaborate with internal teams to resolve complex client issues and escalate client concerns when appropriate
- Proactively identify opportunities to improve system functionality and client satisfaction
- Coordinate client meetings as needed
- Conduct regular system audits to ensure data accuracy and compliance
- Maintain data integrity and quality with any applicable software on a timely basis
Requirements
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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