Client Success Account Manager | HCM

CBIZ; Roanoke (VA); On-site; USD 50,000 - 70,000; Full time

Job summary

CBIZ is seeking a Client Success Account Manager in Roanoke, Virginia to provide exceptional client service for the Centrally HR product. This role involves assisting clients with system navigation, troubleshooting, and ensuring smooth operation of software solutions.

The ideal candidate will have strong communication skills, customer service experience, and preferably a Bachelor's Degree. The position requires managing accounts, technical support, and regular system audits to maintain compliance and data integrity.

Qualifications

• Minimum 1-2 years of payroll experience.
• Experience with UKG Ready Talent is a plus.
• Previous experience in a client service or system integration environment.

Responsibilities

• Manage day-to-day services for assigned accounts.
• Assist with account management and technical support.
• Ensure data integrity and compliance through system audits.

Skills

Communication skills

Customer service

HR processes knowledge

Education

Bachelor's Degree

Job description

Job Description

We are seeking a highly motivated and detail-oriented individual to join our team as a Client Success 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 will possess strong communication skills, a customer‑centric approach, and a solid understanding of HR processes and systems.

Essential Functions And Primary Duties

• Under direct supervision, manage 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, when appropriate, elevate client concerns.
• 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 applicable software on a timely basis.

Preferred Qualifications

• Bachelor's Degree.
• Minimum 1–2 years of payroll experience.
• Preference for a candidate with prior experience in HRIS or Human Capital Management software.
• Experience with UKG Ready Talent is a plus.
• Previous experience in a client service or system integration environment.

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.