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

Job summary 1

We are currently looking for a Client Services Manager. The primary objective of this position is to evaluate and select risks while overseeing the daily workflow to meet established standards of quality and quantity. Supervisory responsibilities include client service and premium reconciliation staff members.

Duties & Responsibilities 1

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Requirements & Skills 1

A minimum of three years of prior management experience is required.
Must be proficient in MS office, including Access, Word, Excel, Outlook, and PowerPoint.
General accounting knowledge is required.
Associate or Bachelor’s degree strongly preferred.
- 3-4 years of prior insurance or billing experience a plus.
- Excellent Business Communication Skills (verbal and written).
- Strong organizational, time management, and prioritization skills are required.

Job summary 2

As a Client Services Manager you will be responsible for owning the relationship for all accounts within your region, identifying opportunities for increased system implementation, and in general, ensuring customer satisfaction across the region. You will work across our organization – with marketing, sales, finance, product, and engineering - to make certain that all company efforts are properly tailored to meet customer needs and expectations.

Duties & Responsibilities 2

Gain an understanding of the Company’s internal processes and how we serve our customers.
Develop and execute an outreach plan to all customers for introductions, potential issue identification, and surfacing any opportunities for increased system usage.
Begin to meaningfully contribute to sales presentations as an industry and platform technical expert.
Conduct system training for customers as needed.
Identify opportunities within the region for a product upsell or cross-sell.
Take an active role in system implementation and product adoption for all new customers.
- Manage all renewal activities within the territory.
- Serve as the primary point of contact for customer escalations and/or issues.
- Improve retention and renewal metrics.

Requirements & Skills 2

Skilled communicator. Proven competencies in written and oral communication are a necessity. Ability to handle presentations to large and small audiences, remote or in person. Capable of relaying value, showing empathy, and inspiring confidence through all communication mediums.
- Passion. The Client Services Manager must meet all challenges with a dedication to our customer's success. This is best achieved by those that show passion for our products, our industry, and the overall well-being of our customers.
- Adaptability. No two customers are alike, nor are their needs. The incumbent must be able to identify issues, pivot quickly, define solutions, and drive results while always maintaining the relationship and reputation of a trusted advisor.
- Collaborative. This position demands much collaboration across the organization. Successful individuals can work in partnership with internal departments to ensure that any pending deliverables are met on time.

Job summary 3

The team is seeking an experienced Client Services Manager to act as primary support to the Head of Global Partnerships, specifically in the area of sponsor partner fulfillment and service. Ideal candidates thrive in a high-energy and dynamic event environment and would love the exposure and connection to the world’s leading teaching, learning, and knowledge companies. We are seeking a curious, collaborative, tactical, tech-savvy, and dedicated team member.

Duties & Responsibilities 3

Assist Head of Global Partnerships in prospect and lead tracking, update all relevant prospect documents
Assist in the creation of Sponsor Partner Prospectus Materials
Coordinate with sponsor partner clients to ensure all assets are met in a timely and accurate manner
Knowledge of and experience in virtual event platforms, including sponsor content session development and virtual exhibit booth coordination
Coordinate with sponsor partners to solve all registration issues and answer any registration questions
Assist with all Sponsor Partner Client relations and information management
- Provide best-in-class onsite service and attention to all sponsor partners
- Prepare a framework for sponsor recap presentations and work to ensure they are completed promptly
- Meeting and project agenda assistance as needed

Requirements & Skills 3

Proficient in Google and Microsoft suites
Experience working in virtual event platforms
Strong writing, grammar/punctuation, editing, and communication skills
Positive attitude
Ability to take direction and see projects through based on that direction
Very Strong multi-tasking skills required
- High attention to detail
- The ability to work under pressure
- Self-motivated individual that takes personal responsibility and pride in their work

Job summary 4

The Client Services Manager serves as the primary leader in executing the following: 1) project management oversight and coordination, 2) internal team leadership and development, 3) overseeing trafficking of work through all functional departments, 4) working collaboratively with Operations Managers to identify and execute on process improvement initiatives. The primary goal of this position is to oversee our team of project managers and ensure the successful execution of client work, with a focus on coordinating with internal departments to complete complex tasks and continually improve our processes.

Duties & Responsibilities 4

Requirements & Skills 4

Job summary 5

The Client Services Manager is responsible for implementation, communication, and maintaining a strong client relationship with assigned high-level clients ensuring internal resources are available to accommodate client installations, changes, and reporting requests while adhering to corporate and departmental policies and procedures.

Duties & Responsibilities 5

Requirements & Skills 5

Associate’s degree from an accredited college or university with major course work in business administration, liberal arts, public health, healthcare management, or a related field preferred
- Minimum of 5 year’s customer-facing, client service, sales, operations, benefits administration, project management, or account management experience required, preferably in a healthcare or call center-based environment
- Minimum 1 year of experience utilizing a client relationship management tool (e.g. Salesforce.com) is required
- Minimum 1-year experience with the database system and file transfers preferred

Job summary 6

The Client Services Manager position is responsible for all revenue goals associated with an assigned account base of existing season seat members. This position will prioritize establishing positive relationships by providing world-class service, meeting with and learning about seat members, and delivering excellent communication regarding events, programs, and benefits to our season seat members.

Duties & Responsibilities 6

Requirements & Skills 6

Bachelor’s Degree.
2+ year experience in a service and hospitality, sales, or event management position.
Strong interpersonal and communication skills both verbal and written.
Outstanding work ethic, results-oriented, and dedicated to success.
Ability to build positive professional relationships with clients and colleagues.
Problem solver, detail-driven, and an excellent teammate.
- Knowledge of Ticketmaster Archtics, Microsoft Word, Excel, and PowerPoint preferred
- Flexibility to work evenings, weekends, and holidays as needed.
- Bilingual (English & Spanish) preferred, but not required

Job summary 7

The Client Services Manager will oversee functions associated with various departments and will establish positive and effective working relationships with customers, providers, and agencies to establish superior customer service.

Duties & Responsibilities 7

Provides oversight and management of a team. Primary escalation point for all service and compliance-related issues.
Reviews reports to ensure listings and property budgets are in-line with policy and local market expectations. Escalation point for department. Authorizes expenses related to properties; provides credit card authorization.
Ensures implementation of national operational strategies and coordinates efforts to integrate company services for clients, both internally and externally.
Collaborates with marketing and communications departments to ensure that collateral, press releases, and web publishing are by company standards. Ensures effective marketing service delivery, business promotion, advertisement, and public relations are delivered.
Consults with sales/client-facing professionals and provides recommendations on real estate marketing best practices and strategies to maximize value for the team's clients. Ensures staff interfaces professionally with clients and responds with urgency.
- Partners with departments to ensure reimbursement of FCG (Financial Consulting Group) and mapping fees generated by sales/client-facing professionals. Monitors sales/client-facing professional Marketing budgets.
- Assists in the development and execution of training programs for employees.
- Other duties as needed.

Requirements & Skills 7

Bachelor's degree (BA/BS) from a four-year college or university in a related field.
Minimum five years of experience providing administrative support to client-facing/sales professionals.
- Minimum three years of management-related experience.
- Real estate industry experience is highly desired.
- Experience managing large teams and/or staff in multiple locations preferred.

Job summary 8

The Client Services Manager is responsible for the creation, approval, and implementation of events. Responsibilities include project development, client interaction, budget management, execution monitoring, issue resolution, reporting, and invoicing. Manage all related financial activities within company processes while providing a high level of service to client representatives, and co-workers, and assisting the organization in achieving a service excellence culture.

Duties & Responsibilities 8

Perform project management duties including event program creation and implementation, tracking, timeline development and management, budget management, pre and post-promotional analysis, and reporting
Develop effective client and retailer relationships to facilitate communication and execution with internal departments, including creative, production, sales, and operations to ensure that deliverables are successfully achieved
Manage Product replenishment process with retailer and client
Responsible for oversight of timeline revisions with operations, client, and sales teams
- Ability to make autonomous decisions on behalf of our company strategy, handle difficult and sensitive situations using sound and independent judgment within policy and guidelines
- Monitor and adjust agency/client budgets and billing process for accuracy and timeliness
- Facilitate category development by using database rationale such as SKU optimization, efficient promotion of causal data, and lift analysis

Requirements & Skills 8

Job summary 9

The Client Services Manager (CSM) serves as the main point of contact for clients and is focused on achieving plans with clients, revenue retention, and client satisfaction and growth. The CSM’s goals are to ensure that existing clients recognize the value of the Company’s solutions and to sustain/grow the client relationship.

Duties & Responsibilities 9

Manages the operational execution of the auditing program by working with the client operational managers, provider services managers, network managers, claims managers, member services managers, and IT managers.
Works closely with the Senior Client Services Manager and Director, Client Services to serve as a primary account manager for all levels of client contacts for large and/or multiple accounts. Identifies important trends by monitoring and investigating processing and financial / savings data, communicates to others both internally and externally through formal processes and executes action plans where necessary.
Develops, contributes, and/or manages projects, process improvements, and strategic initiatives consisting of cross-functional and cross-company teams that include: Provider/payer communication efforts, all Company and client systems, all miscellaneous ad hoc requests from the client.
Presents the operational results to all levels of client and internal contacts during regularly scheduled meetings.
Assists with the design and communication of all client-facing reporting that is specific for each client.
Assists with the identification and creation of solutions for invoicing challenges. Ensures client-specific production metrics and expectations are achieved.
- Participates in strategic initiatives for the business.
- Assists with the coordination of all functions of onsite provider and client visits and relays key objectives to the operational team.
- Participates in the sales process to ensure contract term expectations result in a successful client experience.

Requirements & Skills 9

Job summary 10

As a Client Services Manager, you will be responsible for partnering with premier travel brands to create data-based, automated solutions to achieve their greater business objectives. You will leverage our industry-leading technology to manage large-scale digital marketing campaigns and examine trends to provide valuable and actionable insights to our clients. A Client Services Manager coaches, trains, and supports Account Leads to be successful in assisting Digital Marketing Analysts in prioritization, problem-solving, and focusing on the strategic, high-impact initiatives for our clients. In addition, a Client Services Manager is responsible for working with and nurturing relationships with publishers and clients to drive strategic, high-impact growth. This role is key in creating and building team and company culture and owning strategic internal projects and initiatives.

Duties & Responsibilities 10

Requirements & Skills 10

4+ years of experience (or related coursework), including 2+ years of management experience
Deep understanding of online travel agencies (OTA) and supplier account behavior and trends, including background working with varying sizes of accounts
- Advanced analytical skill set including the ability to mine data for trends and communicate opportunities effectively with data and visuals
- Management of multipoint communication, with strong written, verbal, and interpersonal skills
- Ability to work effectively in both independent and team environments

Client Services Manager Job Description

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Client Services Manager Job Description

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