Job Description
Location: United States
Job Type: Full-Time
Work Arrangement: Remote / Hybrid
Experience Level: Associate / Mid-Level
Job OverviewWe are seeking a professional and client-focused Client Relationship Manager to develop and maintain strong relationships with clients while supporting their ongoing needs and business objectives. The ideal candidate will have excellent communication skills, a customer-focused mindset, and the ability to coordinate effectively with internal teams.
This position is well suited for a professional with experience in client services, account management, customer success, sales support, or business relationship management.
Key Responsibilities- Build and maintain strong, professional relationships with assigned clients.
- Serve as a primary point of contact for client inquiries, requests, and ongoing support.
- Understand client needs, priorities, and business objectives.
- Respond to client questions and coordinate timely solutions.
- Maintain regular communication with clients through email, phone, video meetings, and other approved channels.
- Track client requests, follow-ups, action items, and service-related activities.
- Coordinate with internal teams to resolve client issues and fulfill requests.
- Monitor client satisfaction and identify opportunities to improve the client experience.
- Prepare client reports, presentations, account updates, and meeting materials.
- Maintain accurate and up-to-date client information in CRM and business systems.
- Support account reviews, client meetings, onboarding activities, and service updates.
- Identify potential account risks or concerns and escalate them when appropriate.
- Assist with client retention and relationship-development initiatives.
- Collaborate with Sales, Customer Success, Operations, Product, and Support teams.
- Follow company policies, service standards, and data-handling procedures.
- Perform other client relationship and account support duties as assigned.
- Bachelor's degree in Business Administration, Marketing, Communications, Finance, or a related field is preferred.
- 2–5 years of experience in client services, account management, customer success, sales support, or a related field.
- Strong interpersonal and relationship-building skills.
- Excellent written and verbal communication skills.
- Strong customer-service orientation and professional communication style.
- Ability to understand client needs and coordinate appropriate solutions.
- Strong organizational and time-management skills.
- Ability to manage multiple clients, requests, and priorities.
- Proficiency with Microsoft Office, Google Workspace, and CRM platforms.
- Strong problem-solving and follow-up skills.
- Ability to work independently and collaboratively in a remote or hybrid environment.
- Must be authorized to work in the United States.
- Experience with Salesforce, HubSpot, Microsoft Dynamics, or similar CRM platforms.
- Experience managing client accounts or portfolios.
- Familiarity with customer success and client retention practices.
- Experience preparing client presentations, reports, or account reviews.
- Familiarity with project management and collaboration tools.
- Experience working with cross-functional teams.
- Strong analytical skills and ability to interpret client or account data.
- Previous experience in a B2B environment is a plus.
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