Client Relationship Manager Job Description
Client Relationship Manager Duties & Responsibilities
To write an effective client relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client relationship manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Client Relationship Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Relationship Manager
List any licenses or certifications required by the position: ITIL, CEBS, CPP, SHPR, PHR, PMI, ACA, PMP, CS, CVM
Education for Client Relationship Manager
Typically a job would require a certain level of education.
Employers hiring for the client relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Business/Administration, Marketing, Economics, Management, Finance, Accounting, Human Resources, MBA
Skills for Client Relationship Manager
Desired skills for client relationship manager include:
Desired experience for client relationship manager includes:
Client Relationship Manager Examples
Client Relationship Manager Job Description
- Design and deliver the effective presentations
- Influence client to renew contract without going out to tender
- Builds and executes sales plans,identifies potential prospect opportunities, builds relationships with those prospects, and matures relationships to personally achieve monthly, quarterly and yearly revenue goals
- Works closely with Enrollment, Marketing, Operations teams to maximize program revenues
- Responsible for increasing Thunderbird’s overall customer knowledgebase and capability to refer leads to Business to Business (B2B) Sales and degree education programs
- Shares responsibility with the Client Relationship Manager for Enrollment to fill Open and Online programs and identify organizations that offer potential for growth
- Manage client service and administrative functions, by prioritising the daily workload and deal with client queries by telephone and face to face
- Liaise with fund managers, brokers and share registries and implement Advisers directions efficiently and accurately
- Supporting the function with administration including preparing for Annual Review meetings , meeting notes, monitoring follow ups in financial planning software and typing reports including statements of advice
- Checking and investment paperwork, carry out redemptions
- Ability to conduct due diligence on the strength of customer financials ie experience with financial statement analysis
- Exceptional phone skills required
- Set review appointments with clients on frequency directed by the Financial Advisor
- Evidence of a Bachelor’s degree required
- 5 years sales experience to include inbound and outbound call-center business development
- Process regular withdrawals / term deposits on platforms
Client Relationship Manager Job Description
- Using Salesforce CRM system to ensure that all information is capturedaccurately
- Drafting and maintaining client contract documents such as Service Manuals and SLAs with the support of the commercial teams
- Ensuring delivery of all appropriate MI and Dashboards to clients with support from the finance and operational teams
- Proactively acquire new clients by developing a disciplined sales approach, understanding clients’ needs and asking for business referrals
- Serve as a point of escalation for vendors on operational concerns
- Gather, evaluate, and report performance metrics for assigned clients to identify and correct key issues that may affect client satisfaction and/or ANow’s success
- Focus efforts on providing superior service and solutions to both new and existing vendors
- Mentors Key Account Sales Managers during meetings with new and existing clients, including making presentations and helping to identify improvement opportunities
- Build strong relationships with Hiring Managers and/or MSP to improve results and add value by providing quality service including understanding the client’s needs, ensure delivery and growth of the account
- Works with the MSP as an end-to-end resource on in order to identify strategic, transactional staffing needs
- 5+ years relevant experience in a B2B account management or service delivery role
- Experience with financial modeling and market development analysis
- Excellent verbal communication skills in both one-on-one and group settings, such as client presentations
- Polished managerial skills and executive presence to influence senior level decision makers
- Travels extensively (50%)
- 5+ years of successful sales experience from leading software, information services, commercial real estate or other technology-based company
Client Relationship Manager Job Description
- Support and assist clients with technical issues
- Touch points to clients ensuring minimising attrition and revenue risk through credit issues
- Identify and apply sales assistance for refresh products for clients
- Providing support to assist clients with technical issues
- First point of contact for all client activity
- Manage all post sales requirements for clients
- Attending regular sales team meetings to keep agents up to date with all things Domain
- Training agencies on Domain Products
- Delivering excellent customer service to key strategic clients
- Nurture account retention and portfolios by proactively engaging with clients
- Outside Sales/Account management experience preferred
- Must have or obtain Minnesota Life, Accident and Health Insurance and Variable Contracts license within 30 days of hire date
- Prior account management sales experience is a plus
- Bachelor's degree with a solid academic background
- 2+ years of family office or wealth management experience
- Must have stellar communication skills
Client Relationship Manager Job Description
- Develop internal relationships with management and key personnel in various areas of the company, including Producer Services, New Business, POS, Contact Center, Legal, Compliance, Sales, Product Development, and IT
- Ad hoc projects and responsibilities
- Continual process/service review and improvement
- Manage Service Delivery workgroups to ensure operational performance standards are met to support company and department performance management objectives
- Continually evaluate current business/process and realize full potential
- Develops direction, goals, and priorities within Service Delivery for regional performance (whilst aligned to Global process and role competency models)
- Maintains collaborative relationships with key departments in the Company to build and maintain standardization, prioritizing EMEA region deliverables
- Drive strategic client initiatives
- Support VP to attain budget and business plan for AS EMEA Delivery metrics
- Manage and monitor development plans for entire Service Delivery Organization
- The ability to conduct ongoing needs analysis to determine appropriate services to meet key strategic client requirements
- Fast learner who thrives on multi-tasking
- Demonstrated success in critical thinking
- Bachelor’s Degree in Business, Sales, Marketing, Finance, or related discipline
- At least 3 years of wealth management experience
- Project implementation timescales within target service intervals
Client Relationship Manager Job Description
- Support the Business Development Directors with local regulatory requirements relating to branches and/or funds when breaking into a new region
- Generate reports from various systems to identify, monitor and resolve issues with support
- Ensure client service expectations are met and exceeded while balancing the risk and exposure for Merrill Lynch
- The role of the CRM will require diversification and experience of ML Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge
- Develops client relationships and manages assigned accounts to result in continued revenue generation and high levels of client satisfaction
- Consistently executes on Majors Client Care Account Process
- Becoming a strategic partner to clients by keeping up to date with their key challenges and opportunities
- Partner with Sales Executives to manage and retain client relationships and build client loyalty
- Understand and capture how the client measures value and ensure this is over delivered throughout the contract lifecycle
- Build lasting relationships across key accounts
- 2 + years of Account Management or Sales experience from leading software, information services, commercial real estate or other technology-based company, in business-to-business environments preferred
- Previous leadership experience with direct reports
- Demonstrated level of success in the development of delivery and project management teams and individual contributors
- Industry knowledge of migrations, SLAs, contract terms, service reviews, managed hosting, colocation, datacenter operations
- ITIL, PMI, technical certification tracks
- Series 7, 66, 9, 10 (or equivalent) Licenses required