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Student - BankNH Pavilion Partnership Student Leads
Southern New Hampshire University
On-Site, NH
- $13 to $15 USD / hour
Help track all analytics for the partnership for the purposes of a post-event follow-up report.
Added 1 min ago
SU
Assistant Faculty (Part Time), Global Human Resources Management
Strayer University, LLC
Remote, United States
- $19 USD / hour
- Part-time
Added 1 min ago
Director, CX Data and Customer Analytics
HealthEquity
United States
The Director, CX Data & Customer Analytics is the analytics leader for the Customer Organization, responsible for helping CX leadership understand, explore, define, and deliver scalable…
Added 1 min ago
Adjunct Instructor, Healthcare Management
Allegheny College
Meadville, PA
Added 1 min ago
Visiting Assistant Professor of Healthcare Management
Allegheny College
Meadville, PA
Added 2 mins ago
Salesforce Marketing Cloud Developer
West Coast University, Inc.
Irvine, CA
SummaryReporting to a Senior Marketing Manager, the Salesforce Marketing Cloud Developer is responsible for designing, developing, and deploying advanced marketing automation solutions…
Added 3 mins ago
V104- Outreach and Intake Coordinator - Estate Planning I
Job Duck LLC
Remote, United States
Added 3 mins ago
Fleet Manager
SouthEast Alaska Regional Health Consortium
Juneau, AK
Added 4 mins ago
Workforce Specialist
Peckham, Inc.
East Phoenix, AZ
Collaborate with Systems, Analytics, and other internal partners to identify and resolve workforce system, data, reporting, and configuration issues.
Added 4 mins ago
VI
2027 Summer Internship - Revenue Intelligence
Vizient, Inc.
Irving, TX · Chicago, IL · Centennial, CO
- $25 USD / hour
Currently pursuing a bachelor’s or master’s degree in business analytics, data analytics, marketing, finance, information systems, statistics, or a related field.
Added 4 mins ago
VI
2027 Summer Internship - Research Analytics & Insights
Vizient, Inc.
Chicago, IL
- $25 USD / hour
The Research Analytics & Insights (RAIN) team uses Vizient data and research methods to generate evidence and insights that help healthcare organizations understand performance, quality…
Added 4 mins ago
VI
2027 Summer Internship - Product Operations Metrics & Reporting
Vizient, Inc.
Irving, TX
- $25 USD / hour
The Metrics & Reporting team within Product Operations develops reporting, analytics, data standards, and operational tools that help Product and Engineering leaders understand delivery…
Added 4 mins ago
VI
2027 Summer Internship - Cross-Business-Unit Proposal Development
Vizient, Inc.
Chicago, IL
- $25 USD / hour
…providing exposure to how Vizient and Kaufman Hall integrate analytics, technology, consulting expertise, and spend-management…
Added 4 mins ago
Vice President Pharmacy Spend Management Delivery (REMOTE)
Vizient, Inc.
United States
Proficiency in analytics, dashboards, KPIs, and cost-savings methodologies (including CNAF, benchmarking, opportunity assessments, and forecasting).
Added 5 mins ago
Spend Manager
Vizient, Inc.
Irving, TX · Chicago, IL · Centennial, CO
…performance, and deliver measurable value. You will leverage data, analytics, and industry insights to implement strategic initiatives, strengthen client relationships, and support…
Added 5 mins ago
Spend Manager
Vizient, Inc.
Irving, TX · Centennial, CO
…the client workplan, leveraging Vizient tools, resources, and analytics. Hybrid on site 3…
Added 5 mins ago
Senior Full Stack Engineer
Vizient, Inc.
Irving, TX
In this role, you will design, develop, and support modern cloud-native applications that enable enterprise analytics, data-driven workflows, AI-enabled capabilities, and operational…
Added 5 mins ago
Senior Director, Spend Management Services - Indirect Category
Vizient, Inc.
Irving, TX · Nashville, TN · Chicago, IL · Centennial, CO
…strengthen team operating models, and collaborate with Legal, Analytics, Sales / Client Executives, Information and Data Services, Operations, Compliance, Category teams, suppliers, and…
Added 5 mins ago
Senior Director, Spend Management Services - Clinical Categories
Vizient, Inc.
Irving, TX · Nashville, TN · Chicago, IL · Centennial, CO
…strengthen team operating models, and collaborate with Legal, Analytics, Sales / Client Executives, Information and Data Services, Operations, Compliance, Category teams, suppliers, and…
Added 5 mins ago
Senior Category Management Executive - Clinical
Vizient, Inc.
Irving, TX · Nashville, TN · Chicago, IL · Centennial, CO
Added 5 mins ago
Revenue Intelligence Manager
Vizient, Inc.
Irving, TX · Chicago, IL · Centennial, CO
Generate standardized and automated reporting in partnership with BI and analytics teams.
Added 5 mins ago
Program & Network Manager
Vizient, Inc.
Chicago, IL · Irving, TX · Centennial, CO
Collaborate with cross-functional teams, including marketing, analytics, technology, meeting planning, and continuing education, to ensure seamless program execution.
Added 5 mins ago
Lead Analyst
Vizient, Inc.
Irving, TX · Chicago, IL · Centennial, CO
Provide advanced analytics, performance reporting, and financial modeling to support CES growth initiatives and member value realization.
Added 5 mins ago
Category Management Director - Indirect
Vizient, Inc.
Irving, TX · Nashville, TN · Chicago, IL · Centennial, CO
Manage a complex category portfolio with significant cross-functional collaboration across sourcing, contracting, analytics, implementation, and value analysis teams.
Added 5 mins ago
Category Management Director - Clinical
Vizient, Inc.
Irving, TX · Nashville, TN · Chicago, IL · Centennial, CO
Manage a complex category portfolio with significant cross-functional collaboration across sourcing, contracting, analytics, implementation, and value analysis teams.

CBIZ

Client Experience Senior Manager

Kansas City, MO, United States
Cleveland, OH, United States
Atlanta, GA, United States
Philadelphia, PA, United States
Nashville, TN, United States
Phoenix, AZ, United States
Boca Raton, FL, United States
Salt Lake City, UT, United States

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Job details

Experience: 7 years experience in public accounting or related field
Posting language: English
Posted: Nov 6, 2026

Original job description

Essential Functions and Primary Duties

Own the enterprise client listening strategy and roadmap, including relationship surveys, transactional surveys, onboarding and implementation feedback, case-closed surveys, lost-client exit interviews, top-client interviews, and other targeted research.
Lead end-to-end survey operations, including audience and sampling strategy, instrument design, contact-data readiness, launch coordination, confidentiality protocols, response-rate improvement, reporting, and stakeholder communication.
Establish a closed-loop feedback process with clear standards for timely follow-up, issue escalation, service recovery, ownership, and documentation of actions taken.
Create dashboards, scorecards, and executive reporting that segment insights by service line, geography, client size, relationship stage, and other meaningful dimensions; identify statistically credible trends and areas of risk.
Partner with business leaders to convert findings into retention plans, service enhancements, pilots, training, and measurable action plans, and monitor progress against commitments.
Define and monitor client experience measures such as satisfaction, advocacy or NPS, retention, response rates, complaint themes, follow-up timeliness, and action-plan completion.
Connect client feedback to growth opportunities, including cross-service interest, client expansion, referral potential, and coordinated handoffs to relationship owners and subject matter experts.
Partner with CRM and Revenue Operations teams to integrate client-feedback data, tasks, campaign membership, ownership, and follow-up activity in Salesforce or other designated systems.
Support client journey mapping and process improvement across onboarding, implementation, renewals, ongoing service, communications, client portals, and key moments that matter.
Develop toolkits, playbooks, communications, and training that strengthen client-listening and service-recovery capabilities across leaders and client-facing teams.
Benchmark client experience practices, survey methods, and service standards against insurance, benefits, retirement, human capital advisory, and broader professional-services peers.
Manage third-party research and survey partners as applicable, including scope, timelines, data quality, deliverables, and budget.

Preferred Qualifications

Bachelor’s degree in business, marketing, analytics, organizational research, communications, or a related field, or equivalent practical experience.
At least five years of progressive experience in client experience, voice-of-the-customer, customer insights, market research, client service, or a related discipline; experience in benefits, insurance, financial services, or professional services is preferred.
Demonstrated experience designing and managing survey or feedback programs and translating quantitative and qualitative findings into business action.
Experience presenting insights and recommendations to senior leaders and influencing cross-functional stakeholders without direct authority.
Working knowledge of survey design, sampling, response-rate management, data privacy, qualitative interviewing, and basic statistical interpretation.
Experience with CRM and survey platforms such as Salesforce and Qualtrics, Medallia, or comparable tools; strong Microsoft Excel and PowerPoint skills.

Core Capabilities

Client-centered judgment and strong business acumen, with an understanding of retention, relationship management, and service delivery.
Analytical rigor and the ability to distinguish meaningful signals from isolated feedback.
Excellent written, verbal, presentation, facilitation, and coaching skills.
Program and project management discipline, including governance, prioritization, and follow-through across multiple service lines.
Ability to build trusted relationships across decentralized teams and operate effectively in a changing, growth-oriented environment.
Comfort working independently while collaborating closely with Marketing, Operations, Revenue Operations, Business Development, Technology, and service-line leadership.

What Success Looks Like

A consistent, enterprise-wide client listening calendar with clear ownership, governance, and reporting.
Improved survey participation and contact-data quality, supported by disciplined outreach and sampling practices.
Timely, documented follow-up on client feedback, with clear escalation and service-recovery pathways.
Business-unit action plans tied to retention risks, service gaps, and growth opportunities, with progress reported to leadership.
Client insight data incorporated into Salesforce and operating reviews so relationship owners can act on feedback.

Minimum Qualifications

Bachelor's degree
7 years experience in public accounting or related field
5 years supervisory
Must have and preserve required licenses
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on 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.

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More about this job

Skills

Onboarding
Research
Confidentiality
Reporting
Communication skills
Documentation
Salesforce
Process improvement
Survey techniques
Customer insight
Market research
Microsoft Excel
Microsoft PowerPoint
Coaching
Project management
Prioritization
Work independently
Sales
Leadership

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