Client Relationship Management Coordinator
CBIZ, Memphis, TN, United States
Client Relationship Management Coordinator
Memphis, TN, United States and 7 more (Hybrid)
Job Info Job Identification 5308 Posting Date 04/01/2026, 05:26 PM Locations 5100 Poplar Ave Fl 30, Memphis, TN, 38137, US 2255 Glades Road, Suite 321A, Boca Raton, FL, 33431, US 201 East Las Olas Blvd, 21st Floor, Fort Lauderdale, FL, 33301, US 2811 Ponce de Leon Blvd, Ste 1100, Coral Gables, FL, 33134, US 201 E Kennedy Blvd, Ste 1500, Tampa, FL, 33602, US 140 Fountain Parkway North, Suite 410, St Petersburg, FL, 33716, US 3625 Cumberland Blvd, Suite 1100, Atlanta, GA, 30339, US 1221 Broadway, Suite 1925, Nashville, TN, 37203, US (Hybrid)
Essential Functions and Primary Duties
Primary owner and manager of the CRM databases
Responsible for supporting marketing initiatives involving Exact Target
May be primary coordinator of customer relationship efforts or projects by the local office
Responsible for gathering, refreshing and cleansing data, reporting and reconciliation of data
Works prospect lists and performs conflict checks
Works with the National CRM/SFA Administrative Team and upper management as required
May be asked to educate local personnel on policies and processes as they relate to the customer management systems
Continually reports on outcomes and opportunities with clients or potential clients
Supports business development/revenue growth activities and tracking
Conducts regular quality reviews and remediation efforts
Assist with data transfer and integration of systems
Partner with the National office to implement integrations
Ensure seamless data flow, minimizing manual entry and duplications
Implement automations to improve efficiencies
Monitor performance and troubleshooting data sync issues
Establish and enforce CRM data governance policies, standards and procedures
Perform other duties as assigned
Minimum Qualifications
High School degree/GED required
At least 2 years of administrative support experience; marketing experience helpful
Solid database management skills and attention to detail
Working knowledge of the public accounting or a professional services firm desirable
Able to manage deadlines, work efficiently on multiple projects and prioritize assignments
#LI-SV2 #LI-Hybrid
About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
#J-18808-Ljbffr
Job Info Job Identification 5308 Posting Date 04/01/2026, 05:26 PM Locations 5100 Poplar Ave Fl 30, Memphis, TN, 38137, US 2255 Glades Road, Suite 321A, Boca Raton, FL, 33431, US 201 East Las Olas Blvd, 21st Floor, Fort Lauderdale, FL, 33301, US 2811 Ponce de Leon Blvd, Ste 1100, Coral Gables, FL, 33134, US 201 E Kennedy Blvd, Ste 1500, Tampa, FL, 33602, US 140 Fountain Parkway North, Suite 410, St Petersburg, FL, 33716, US 3625 Cumberland Blvd, Suite 1100, Atlanta, GA, 30339, US 1221 Broadway, Suite 1925, Nashville, TN, 37203, US (Hybrid)
Essential Functions and Primary Duties
Primary owner and manager of the CRM databases
Responsible for supporting marketing initiatives involving Exact Target
May be primary coordinator of customer relationship efforts or projects by the local office
Responsible for gathering, refreshing and cleansing data, reporting and reconciliation of data
Works prospect lists and performs conflict checks
Works with the National CRM/SFA Administrative Team and upper management as required
May be asked to educate local personnel on policies and processes as they relate to the customer management systems
Continually reports on outcomes and opportunities with clients or potential clients
Supports business development/revenue growth activities and tracking
Conducts regular quality reviews and remediation efforts
Assist with data transfer and integration of systems
Partner with the National office to implement integrations
Ensure seamless data flow, minimizing manual entry and duplications
Implement automations to improve efficiencies
Monitor performance and troubleshooting data sync issues
Establish and enforce CRM data governance policies, standards and procedures
Perform other duties as assigned
Minimum Qualifications
High School degree/GED required
At least 2 years of administrative support experience; marketing experience helpful
Solid database management skills and attention to detail
Working knowledge of the public accounting or a professional services firm desirable
Able to manage deadlines, work efficiently on multiple projects and prioritize assignments
#LI-SV2 #LI-Hybrid
About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
#J-18808-Ljbffr