Client Relationship Manager

1 week ago

Denver, United States Forrest Solutions Full time

Partner With a Large Accounting Firm to Accelerate Your Career


Position Summary: The Client Relationship & Operations Manager will act as the primary liaison between clients and Forrest Solutions, responsible for ensuring outstanding customer satisfaction and operational efficiency across all services provided. This role requires strategic account management to foster long-term client relationships, operational leadership to meet performance targets, and people management to develop a motivated and high-performing team.


Key Responsibilities:


Client Relationship Management

  • Serve as the daily point of contact between the client and Forrest Solutions, addressing all inquiries and resolving issues promptly.
  • Develop and implement strategic account plans to enhance service offerings, drive client satisfaction, and promote service growth.
  • Conduct client satisfaction surveys to evaluate service levels, identify improvement opportunities, and implement changes as needed.
  • Propose cost-saving measures and service enhancement initiatives to benefit the client.
  • Take full accountability for resolving client concerns, escalating issues as appropriate.


Operational Leadership

  • Oversee daily operations to ensure client portfolios are managed effectively, meeting targets related to revenue, profitability, and compliance.
  • Maintain oversight of the team to meet client expectations and deadlines consistently.
  • Regularly assess and introduce best practices in staffing, technology, and service design.
  • Collaborate with teams to establish and achieve short- and long-term goals aligned with client expectations.
  • Monitor project progress, proactively identifying and addressing potential risks.
  • Ensure that all work sites are organized, tour-ready, and up to company standards in cleanliness and communication.
  • Produce and analyze weekly management reports, providing insight into performance.
  • Participate in weekly leadership discussions to align on strategy and operations.


People Leadership

  • Attract, retain, develop, and motivate team members to achieve high levels of performance and foster individual growth.
  • Monitor attendance, adherence to dress codes, and compliance with policies, addressing HR, performance, or disciplinary matters as they arise.
  • Manage hiring and termination processes as needed, ensuring critical positions are filled with high-potential associates.
  • Provide regular feedback, conduct annual performance reviews, and support career development and succession planning.
  • Recognize and reward staff achievements, encourage ongoing development, and mentor managers to prepare for leadership roles.
  • Determine and oversee training needs to enhance team skills, ensuring timely and relevant training completion.
  • Collaborate with People Solutions for all associate-related issues, including recruiting, retention, promotions, and policy administration.


Essential Skills:

  • Client-first mentality with a proactive approach to identifying and addressing needs.
  • Exemplifies self-confidence, energy, and enthusiasm, setting a positive example for the team.
  • Active listening skills with the ability to detect both spoken and unspoken needs.
  • Strong communication skills, adaptable across diverse personalities and professional levels.
  • Effective in high-pressure, fast-paced environments.
  • Proficiency in Microsoft Office Suite, Google Docs, and audio/visual equipment.
  • Ability to stand and walk for extended periods in a fast-paced work setting.


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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