• Job Description

  Req#: 19784

  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.

  The Account Coordinator supports sales, business development, marketing, and administration for Robbins Marcum Joint Venture LLC. The role requires customer service for up to 135 clients, administration of client onboarding and billing, scheduling, coordinating conferences, and supporting business growth through cross-selling and retention initiatives. Approximately two weeks of travel per year is required.

  This is a position with CBIZ who will be 100% dedicated to performing this function for the Joint Venture CBIZ has with Tony Robbins (referred to as the Robbins Marcum JV or “RMJV”) and will be supporting the Managing Directors responsible for the RMJV. The RMJV is one of the Tony Robbins Alliance members through his Global Accounting Advisors Alliance.

  This position is required to be in-office full-time in San Diego, CA.

  Essential Functions and Primary Duties

  Customer Service

  • Respond to all client/prospect inquiries within 24 hours.
  • Serve as primary liaison between the JV, CBIZ personnel, clients, prospects, and partner organizations.
  • Proactively keep clients on schedule for meetings and check-ins through multi-channel outreach (email, phone, text) and follow up on resulting action items.
  • Identify and pursue opportunities to cross-sell services and support client retention.
    

  Marketing & Business Development

  • Manage all correspondence with clients and prospects.
  • Generate and share with prospects proposals for services.
  • Develop and distribute marketing materials and campaign communications.
  • Organize outreach to prospects and coordinate invitations to events and webinars.
  • Track and follow up on leads and referrals.

  Administrative

  • Set up clients and engagements in Maconomy/Billing Software.
  • Issue and track retainer invoices, maintain updated client information.
  • Prepare, update, and manage engagement letters in compliance with policies.
  • Interface with CBIZ accounting for payment processing and refunds.

  Billing & Collections

  • Administer billing, process payments, maintain compliance with PCI DSS.
  • Manage collections: run A/R reports, follow up on outstanding invoices, advocate for client retention.
  • Organize and update client databases and track key client activities.

  Scheduling

  • Schedule all client coaching sessions, reviews, and meetings.
  • Coordinate staffing and logistics for tax return reviews and conferences.
  • Manage reminders, updates, and communications around appointments.

  Conference & Event Coordination

  • Support in-person (West Palm Beach, FL) and virtual conferences (January), managing booth, logistics, and scheduling consultations.
  • Serve as key point of contact for attendees, vendors, and partner organizations.
  • Send real-time marketing campaigns during events and compile metrics for reporting.

  Other Logistics

  • Organize and prioritize client data.
  • Track client engagement and maintain accurate records.

  • Set up secure client accounts for document uploads.

  Personal Traits

  • Self-starter with strong follow-through and autonomy.
  • Highly organized and detail-oriented.
  • Excellent communicator with customer-service mindset.
  • Innovative, resourceful, and technology-oriented.
  • Strong problem-solver, able to manage surprises and meet deadlines.
  • Engaging, proactive, and able to drive cross-team collaboration.

  Preferred Qualifications

  • Bachelor’s degree preferred.
  • Customer-facing experience preferred.
  • Experience or familiarity with accounting industry is a plus.

  Minimum Qualifications

  • High School diploma or GED
  • Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
  • Proficient use of applicable technology
  • Ability to work in a team environment as well as independently
    

  The hourly rate for this job in this market is $22.00 - $30.00. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. 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.

  #LI-DZ1 #L-Onsite

• About the company

  CBIZ, Inc. delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

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