Director of Resource Management in Cleveland at CBIZ

Date Posted: 9/13/2023

Job Snapshot

Job Description

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business 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.   

CBIZ has been honored to be the recipient of several national recognitions:      

  •  2022 Best and Brightest Companies to Work for in the Nation
  •  2023 Top Workplaces USA
  •  2022 America's Best Mid-Size Employers
  •  2022 Best and Brightest Companies in Wellness
  •  2022 Great Place to Work Certification

CBIZ Corporate is a division of CBIZ, Inc., providing internal support in the areas of finance, human resources, payroll, benefits, IT, legal, and marketing. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). 

Job Purpose/Objective:



    Results and Execution (Drive & Operational Execution)

  •         Drive activities to hit utilization targets across practice groups (Audit, Tax and Advisory)
  •         Oversee day-to-day operations of the RM team within the Practice Management Office and the use of the ProStaff scheduling system
  •         Execute operational focus areas
  •         Meet productivity standards, individual and practice groups and minimize unassigned time

Resource Management Operations

  •        Lead the organization from design and through implementation on the Resource Management (RM) journey from administrative ‘scheduling’ to RM as a                       strategic discipline
  •        Lead efforts to drive the creation and adoption of consistent business practices for the following:
  •        Assigning available employees to projects in accordance with their skillsets, previous experience, professional goals, and availability
  •        Capacity planning
  •        Forecasting
  •        Monitoring and managing employee’s workload and utilization
  •        Managing resource conflicts
  •        Cross-office sharing of resources
  •        Documenting and measuring process effectiveness (utilization %, scheduled to actual, scheduled to budgeted, employee retention rates, etc.)
  •        Manage vendor relationships, optimize the process of vendor support for application development and reporting for resource management solutions.


Business Process Excellence

  •        Lead process with internal stakeholders to establish RM Scorecard to agree on KPIs and measure performance


Business Analysis

  •         Understand and influence performance to achieve leverage and pricing goals
  •         Expert knowledge of practice groups
  •         Quickly recognize and act upon business trends on a daily/weekly/monthly basis
  •         Diagnose problems and identify and drive appropriate solutions, striking the right balance between speed/flexibility and process consistency


Communication / Collaboration

  •         Effective communication (feedback, difficult messages, and expectations)
  •         Promote a culture of collaboration
  •         Motivate, inspire and lead by example
  •         Provide recognition and celebrate successes
  •         Manage change efforts
  •         Facilitate issue resolution with internal staff and customers
  •         Lead the RM team’s collaboration with HR regarding staff performance management, workforce planning, capturing, and maintaining staff skills’ profiles,                      managing relationships with contract/contingent labor vendors, etc. 
  •         Maximize the FTE experience by putting people first, balancing career desires with business needs

Leadership Approach

  •         Leads with character, builds trust, respect and credibility through actions and behaviors
  •         Promote and support an inclusive work environment where diversity, equity and inclusion are championed
  •         Aware of and accepts responsibility for own actions and behaviors
  •         Strives to understand and support others
  •         Follow through on commitments
  •         Treats others fairly and consistently


Cross Functional Engagement

  •         Collaborate with team members across the Practice Management Office and with business unit leaders, back-office operations leaders, Resource Managers,                  functional leaders, and users to ensure RM solutions are aligned with business objectives and managed in accordance with principles of efficiency and                          effectiveness
  •         Collaborate with Director of Customer Success to ensure usage and adoption objectives are defined, measurable and monitored for RM processes and systems
  •         Collaborate with Practice Management Office’s Director of Customer Success to ensure alignment between business objectives and efficient use of RM solution              functionality including but not limited to: utilization of resources, matching of resource requirements with available resource capacity, clear definition and use of          staff skills functionality
  •         Collaborate with, Corporate Finance, Financial Services Finance Group, Financial Planning & Analysis, National Tax Office, Mayer Hoffman McCann and IT and                any other groups deemed necessary.

Business and HR Responsibilities

  •         Oversee the professional development of a team of between 4-5
  •         Oversee matrix connections with Resource Managers embedded in local office and practice groups
  •         Foster a culture of accountability ensuring that expectations are clear in the goal setting process and deliver feedback regularly.

Candidate Attributes

  •         Proficiency in human resource and project management
  •         Ability to use technology (analytical tools, Professional Services Automation, or resource management software)
  •         Flexibility and good decision-making skills
  •         Adaptable and able to thrive in ambiguous work situations
  •         Resilient and tenacious with a propensity to persevere
  •         Must be equally comfortable as both a strategic team member and as a hands-on contributor


Preferred Qualifications

  •         Extensive knowledge of operations within the accounting firm industry
  •         Experience with and knowledge of change management principles, methodologies and tools
  •         Excellent active listening skills
  •         Previous experience as a project/resource/HR manager or in the related industry
  •         Ability to influence others and move toward a common vision or goal
  •         CPA Preferred  

Minimum Qualifications

  •         Bachelor’s degree in human resource management, business management or comparable work experience
  •         10+ years of relevant work experience
  •         5+ years relevant work experience in a Resource Management environment
  •         Conflict-resolution and problem-solving skills,
  •         Must possess critical thinking, analytical and forecasting skills
  •         Interpersonal interaction skills (effective communication, negotiation, collaboration, the ability to be diplomatic and stand one’s ground)
  •         Ability to travel as required by business


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


CBIZ is an affirmative action-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, or 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 these following pages EEO is the Law and EEO is the Law Supplement.



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