Senior Client Solution Specialist HCM
Role details
Job location
Tech stack
Job description
The Client Solutions Consultant (CSC) plays a critical role in the sales process by serving as the subject matter expert for CBIZ Human Capital Management solutions. This role partners closely with Sales to understand prospect needs, deliver tailored solution demonstrations, and position our technology and services in a way that drives confident buying decisions., * Partner with Sales Representatives throughout the evaluation process, including Discovery/Analysis, Solution Demonstrations, and Stakeholder Presentations
- Participate in Analysis calls to uncover client requirements, pain points, and desired outcomes
- Translate discovery insights into a compelling and customized demo experience
- Lead tailored system demonstrations that align directly with prospect needs, workflows, and business objectives
- Support the development of proposals, RFP responses, and solution positioning strategies
- Maintain deep expertise in CBIZ services, CBIZ HCM technology, including Payroll, HR, Timekeeping, and related modules
- Collaborate with internal teams (Implementation, Client Success, Service) to ensure alignment and successful handoff post-sale
Requirements
This is a highly visible, client-facing role that requires strong business acumen, technical expertise, and exceptional presentation skills., * Proven experience in a client-facing, consultative role (HCM, HRIS, Payroll, or SaaS preferred)
- Strong understanding of Human Capital Management processes and systems
- Exceptional presentation and communication skills, with the ability to engage and influence diverse audiences
- Ability to translate complex concepts into clear, compelling narratives
- Strong organizational skills with the ability to manage multiple opportunities simultaneously
- Comfortable working in a fast-paced, high-volume sales environment
- Experience with CRM systems (Salesforce preferred) and virtual presentation tools
- SHRM/FPC/CPP designations a plus but not required
- Experience with the UKG Ready platform is a plus but not required, * High School diploma or GED required
- More than five years of relevant work experience
- Must be able to work in a team environment
- Presentation skills mandatory
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
- Must be able to travel based on client and business needs