Client Relationship Manager Job Description template and pdf with duties [2024]

Job summary 1

The Client Relationship Manager is a key contributor to the commercial side of the Company. They support the Client Partner and act as business owners for assigned accounts, managing the day-to-day activities and P&L of these accounts. They proactively identify new and expansion opportunities on accounts and plan for and close the extension of existing agreements. The Client Relationship Manager works with delivery teams to maximize backlog, optimize the resource mix, and navigate scope changes to ensure client expectations are met. They work towards establishing a positive client experience through delivery excellence. This role is a high visibility and challenging opportunity and requires a high amount of commitment, business acumen, leadership qualities, and a motivated attitude to perform well.

Duties & Responsibilities 1

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Build trusted relationships with client stakeholders
Understand the client's environment, issues, and priorities
Work with clients to define their problems and co-create solutions
Drive RFPs and proactive bids about renewals, extensions, and expansion
Track industry trends relevant to client business and brings forth proactive ideas and solutions
- Serve as the day-to-day point of contact for clients
- Responsible for backlog growth including renewals and extensions of current engagements
- Lead the onsite project teams and ensure they understand the client environment

Requirements & Skills 1

Minimum 15 years of experience in a client-facing role in a consulting firm or an account/engagement management role in the IT professional services/ digital services, offshore/outsourcing industry.
Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account.
- Experience in digital services/solutions
- Very good understanding of the latest top trends and offerings in the Retail and Consumer Goods industries
- BS Degree

Job summary 2

The Client Relationship Manager (CRM) is directly responsible for helping bswift meet and exceed client expectations by supporting consumers with our best-in-class HR software and services. The Client Relationship Manager (CRM) will manage the strategic relationships for direct, large-market clients.

Duties & Responsibilities 2

Requirements & Skills 2

7+ years of account management/direct client services experience (within the mid or large market)
Good written/verbal communication skills and the ability to communicate with both technical and non-technical personnel; ability to listen, clarify and respond well to questions
Ability to operate and make timely decisions in an ambiguous, fast-paced atmosphere
Must be able to quickly sort through complex subject material
Strong analytical skill set and ability to effectively use data for strategy
- High level of productivity, reliability, responsibility, attendance, dependability, organization, and accuracy/thoroughness
- Ability to take initiative to meet challenges with resourcefulness and new innovative approaches while maintaining a high level of quality
- Must possess a passion for teamwork, client service, and reaching business results through problem-solving

Job summary 3

This Client Relationship Manager position will act as a liaison between the Sales Consultant, Broker, Client, Implementation, and account management teams. The Client Relationship Manager will partner with the Account Management team, the employer HR team, and Broker/Consultants to ensure the successful implementation of the case-specific initiatives as well as the development and maintenance of the overall broker and account relationships.

Duties & Responsibilities 3

Oversight of implementation, ongoing account management, and introduction of new product and service innovations to client block. Attend Implementation Manager’s calls with clients, and act as a liaison between home office Broker Channel sales team with any sales-related questions or concerns including products, rates, enrollment technology, working conditions, and program customizations.
Act as point of contact on an ongoing basis for client broker management teams.
Resolves complex questions/issues and refers other inquiries to appropriate areas as needed. Follow up to resolution.
Conduct quarterly status and annual stewardship meetings to include presentation and reporting preparation.
- Manage renewal process to include presenting new products, discussing ways to increase participation, securing rate guarantees and underwriting, and ensuring marketing and technology are updated.
- Demonstrates a comprehensive understanding of specific company processes and products to portray confidence and credibility to customers.
- Ability to complete complex customer conversations including but not limited to: billing, customer escalations, cross-sell initiatives, effective selling, and influencing techniques.

Requirements & Skills 3

Minimum 5 years experience in a client-facing role.
- Voluntary benefits experience preferred.
- Preferred candidate will have at least 5 years of either sales and/or account management experience with voluntary insurance benefits.
- College degree or equivalent experience required.

Job summary 4

As a Client Relationship Manager (CRM), you serve as the primary point of contact for each client assigned to your portfolio within Commercial Banking. The CRM is expected to be the client advocate and responsible for owning the client experience globally through the handling of the service and account management needs of designated high-profile clients who utilize complex depository and treasury products, which may include those both within the US and across our global footprint.

Duties & Responsibilities 4

Manages a portfolio of highly complex and largest clients autonomously
Develops long-term client relationships with credibility founded on a detailed understanding of operational data and processes
- Ability to see things through the client's perspective
- Investigate root causes of process inefficiencies and makes proposals on opportunities for process improvement
- Builds in-depth understanding of the client's organization, industry, business priorities, and culture

Requirements & Skills 4

Ability to work independently and in a team environment to maximize productivity in the most efficient manner
Credible and influential thought partner and SME
- Leads highly complex projects & collaborates with internal & external stakeholders to realize desired outcome during the project lifecycle
- Bachelor's degree & / or 7+ years equivalent work experience
- Google G suites / Microsoft Office adept

Job summary 5

We are looking for a Client Relationship Manager. The ideal candidate will be articulate, adept at building creative solutions, and constantly motivated to delight our fast-growing customer base. They should also be passionate about innovative technology, commercially driven and focused on enabling their clients to utilize research technology most effectively.

Duties & Responsibilities 5

Establish a trusted/strategic advisor relationship with each assigned client and drive continued value of our products and services
Develop, prepare, and nurture customers for advocacy
Partner with clients to establish critical goals, key performance indicators, and success measures while leading the client in achieving their goals
Partner with sales, support, and product teams on the creation and execution of strategic success account plans (roadmaps, etc.)
- Provide feedback to Product Management on key features or product limitations that are inhibiting usage and growth. Ensure there is a loopback mechanism for the customer
- Work to identify and/or develop up-sell opportunities and drives renewals
- Advocate customer needs/issues through established channels

Requirements & Skills 5

Over 5 years of experience in SaaS and/or research technology
Superb client-relationship manager, able to develop and foster positive mutually beneficial relationships.
Optimise their clients’ usage development and map out what success looks like to their clients.
Able to work across multiple levels in their key accounts, from day-to-day user to C-level.
- Excellent communicator, and someone who demonstrates patience and willingness to help their clients learn and develop together.
- Foster collaboration within their team, and with wider product / R&D, sales, and Digital Solutions team to deliver the best in client experience.
- Desire to be measured upon the successful growth, retention, and loyalty of their client base.

Job summary 6

The Client Relationship Manager is responsible for driving profitable business results and operational excellence by creating and developing strong, sustainable business relationships with their clients. Operates with some guidance.

Duties & Responsibilities 6

Requirements & Skills 6

Job summary 7

We're seeking a Client Relationship Manager to join the team. The successful candidate will be expected to drive revenue growth through the development of relationships across each firm’s front office, support areas, technology units, and procurement groups. To accomplish this, the candidate will work with our clients to develop a strong understanding of their business needs and then tailor specific solutions to improve the efficiency, market coverage, and effectiveness of each client’s Equity Finance operation.

Duties & Responsibilities 7

Increase revenue to a pre-determined target through existing and new product sales to existing clients as well as any identified upsell opportunities that present themselves
Work with existing clients to increase usage and flow across the platform
Gain an in-depth understanding of each client’s business by meeting regularly and forming strong relationships across all levels of their business
Train clients on the full functionality of the platform to maximize usage and efficiency
Maintain a high visibility profile with the regional community and engage in business markets and forums
- Run client workshops designed to promote the adoption of the platform’s functions
- Participate in product development initiatives by providing subject matter expertise
- Promote and expand usage of the platform for new markets and products

Requirements & Skills 7

Job summary 8

The Client Relationship Manager supports our clients through platform onboarding and the initial adoption period, ensuring successful implementation and use of the software. As a Client Relationship Manager, it is your responsibility to know what makes our banking clients tick - their business objectives, priorities, processes, and pain points to determine how the Company can best support them today and in the future.

Duties & Responsibilities 8

Requirements & Skills 8

Job summary 9

The Client Relationship Manager is primarily a Brand Ambassador for the organization, responsible for building and maintaining relationships with clients and potential business partners. This is a client-facing role that requires an individual who understands the dynamics of client relationships, and is comfortable representing the organization, and presenting information in formal and informal settings. Previous experience reading and interpreting contracts or formal documents is desired. EMS experience and/or knowledge or understanding of medical terminology is helpful, but not required.

Duties & Responsibilities 9

Requirements & Skills 9

EMS experience and/or knowledge or understanding of medical terminology is strongly preferred.
Previous experience reading and interpreting contracts or formal documents is desired.
Strong computer skills. Experience with MS Outlook, Word, Excel, and Powerpoint required; ability to create reports and move information throughout workbooks.
Ability to learn new computer systems & software and understand workflows
Ability to deal calmly and effectively with situations via telephone while maintaining and promoting a positive company image.
Excellent communication skills, both written and verbal. Able to present information and solutions professionally and courteously.
- Excellent attention to detail and accuracy.
- Able to organize and prioritize tasks to complete all work assigned.
- Minimum typing of 40 wpm.

Job summary 10

We are looking for a Client Relationship Manager.

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