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Senior Talent Development & Organization Effectiveness Specialist
OU Medicine, Inc.
United States
Conducts in‑depth analysis of learner assessment data and program outcomes to drive continuous improvement and strategic enhancements.
Added 2 mins ago
VP, Analytics, Data Science & AI Data Enablement
Walker & Dunlop, LLC
Remote, United States
As the VP, Analytics, Data Science & AI Data Enablement at Walker & Dunlop (W&D), you will lead the company's Business Intelligence, Analytics, and Data Science functions while advancing…
Added 2 mins ago
10409 - Sr. Business Process Analyst (Corporate Planning)
Hyundai Autoever America
Irvine, CA
HAEA seeks a strategic change advocate to drive operational excellence and business growth. The Senior Business Process Analyst will partner with cross-functional executives to align…
Added 3 mins ago
VP - Supply Chain Management
Methodist Le Bonheur Corp
United States
Supply Chain Management • Leads the integration of the supply chain and materials management function across the organization, and provides ultimate oversight for strategies to advance the…
Added 3 mins ago
Director - Enterprise Facilities
ONEOK Services Company LLC
Tulsa, OK
Experience using employee feedback, workplace utilization data, operational metrics, and business insights to improve workplace design, service delivery, amenities, and employee experience.
Added 3 mins ago
Sr. Associate Program Management
Material Holdings LLC
NY
Material employees join a peer group of exceptionally talented colleagues across the company, the country, and even the world. We develop capabilities, craft and leading-edge market…
Added 3 mins ago
RE
Human Resources Operations Manager
Rosendin Electric, Inc
United States
- $128,000 to $167,900 USD / year
…employee lifecycle, including onboarding, leave administration, and day-to-day HR Ops case management. This role manages through the HR Ops Leads rather than individual contributors…
Added 4 mins ago
AH
Sr. Data Engineer
AltaMed Health Services Corp
Anaheim, CA
- $116,966.06 to $146,207.57 USD / year
The Senior Data Engineer designs and implements complex data solutions across systems, driving architecture and governance improvements. This role leads major development efforts, mentors…
Added 8 mins ago
Assistant General Counsel – Commercial Contracts
CSC Cboe Services Company
Chicago, IL
strategic sales and licensing contracts related to software, market data and analytics and related areas;
Added 9 mins ago
Global Commercial Operations and Analytics Leader, Global Technology Innovation (GTI)
Terumo BCT, Inc.
Lakewood, CO
The Global Commercial Operations and Analytics Leader – GTI enables business strategy, decisions and initiatives across the GTI portfolio (Therapeutic Apheresis and Cell & Gene Therapies.…
Added 10 mins ago
Senior Director of Data Governance
Emory University
Atlanta, GA
Establishes enterprise data quality standards, metrics, and remediation processes in partnership with data warehouse, business intelligence, and analytics teams across the university.
Added 11 mins 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 11 mins ago
Adjunct Instructor, Healthcare Management
Allegheny College
Meadville, PA
…Healthcare Management courses in support of our undergraduate and graduate programs in Healthcare Management. This is a part-time position that reports to the Chair of the Department of…
Added 11 mins ago
Visiting Assistant Professor of Healthcare Management
Allegheny College
Meadville, PA
…Healthcare Management Program in the Department of Business and Economics at Allegheny College, from January 2027 through May 2028. Primary responsibility includes teaching undergraduate…
Added 12 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 13 mins ago
Fleet Manager
SouthEast Alaska Regional Health Consortium
Juneau, AK
Analyze fleet utilization and operational performance data.
Added 14 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 14 mins ago
VI
2027 Summer Internship - Revenue Intelligence
Vizient, Inc.
Irving, TX · Chicago, IL · Centennial, CO
- $25 USD / hour
The Revenue Intelligence team Marketing, Sales, and Account Management make better decisions and execute more effectively by shaping strategy, improving processes, and turning commercial…
Added 14 mins ago
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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 14 mins ago
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2027 Summer Internship - Product Operations Metrics & Reporting
Vizient, Inc.
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- $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 14 mins ago
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2027 Summer Internship - Cross-Business-Unit Proposal Development
Vizient, Inc.
Chicago, IL
- $25 USD / hour
The Proposal Development Team supports Vizient and Kaufman Hall's responses to healthcare client requests for proposals (RFPs), collaborating with business-unit leaders and subject-matter…
Added 14 mins ago
Spend Manager
Vizient, Inc.
Irving, TX · Chicago, IL · Centennial, CO
In this role, you will support the delivery of Vizient’s Spend Management services by aligning solutions, contracts, and category strategies with client needs and strategic priorities. You…
Added 15 mins ago
Spend Manager
Vizient, Inc.
Irving, TX · Centennial, CO
…high-quality, cost-effective care by driving contract utilization and implementing Vizient supply chain solutions. You will work closely with the Vizient Spend Executive and Category…
Added 15 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 15 mins ago
Senior Director, Spend Management Services - Indirect Category
Vizient, Inc.
Irving, TX · Nashville, TN · Chicago, IL · Centennial, CO
In this role, you will lead a high-performing sourcing function or department, developing and executing custom client contracting strategies that reduce spend, improve operational…

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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