Client Relationship Manager

2 days ago


San Francisco CA United States Unreal Gigs Full time

Introduction:

Are you a relationship-building expert with a passion for understanding clients’ needs and delivering tailored solutions? Do you thrive on creating meaningful connections and ensuring client satisfaction while driving business growth? If you’re a strategic thinker who excels at managing client accounts and fostering long-term partnerships, then our client has the perfect role for you. We’re looking for a Client Relationship Manager (aka The Client Champion) to lead client engagement efforts, build trust, and deliver exceptional results.

As the Client Relationship Manager at our client , you’ll play a pivotal role in managing key accounts, understanding client needs, and aligning services to meet business objectives. This role isn’t just about maintaining relationships—it’s about becoming a trusted advisor who anticipates client needs, drives satisfaction, and ensures mutual success.

Key Responsibilities:

  1. Client Engagement and Relationship Management: Build and maintain strong relationships with clients, acting as their main point of contact for all matters related to services, projects, and account management. You’ll proactively engage with clients to understand their business, goals, and challenges.
  2. Tailored Solutions and Client Satisfaction: Partner with clients to deliver tailored solutions that address their unique needs. You’ll ensure that all services are aligned with client goals, working closely with internal teams to deliver high-quality results on time and within scope.
  3. Account Growth and Expansion: Identify opportunities to grow client accounts by offering additional services and solutions. You’ll develop strategies for account expansion, cross-selling, and up-selling to drive revenue growth and deepen the partnership.
  4. Client Advocacy and Support: Act as the voice of the client within the company, advocating for their needs and ensuring that internal teams are aligned with client expectations. You’ll resolve issues quickly and effectively, maintaining high levels of client satisfaction.
  5. Performance Metrics and Reporting: Track and analyze key performance metrics to assess client satisfaction, account performance, and project success. You’ll provide regular reports to clients and leadership, demonstrating the value of the partnership and identifying areas for improvement.
  6. Contract Management and Negotiation: Oversee contract negotiations, renewals, and compliance, ensuring that terms are favorable for both the client and the company. You’ll manage all administrative aspects of client agreements, including billing, service level agreements (SLAs), and legal requirements.
  7. Collaboration with Internal Teams: Work closely with sales, project management, and delivery teams to ensure seamless service delivery. You’ll collaborate across departments to align resources, meet client expectations, and resolve any issues that arise during the course of the relationship.

Required Skills:

  • Client Relationship Expertise: Proven ability to build and maintain long-lasting client relationships, with a deep understanding of client needs and a proactive approach to meeting those needs. You’re skilled at identifying opportunities to enhance client value.
  • Strategic Thinking and Account Growth: Experience in growing accounts and driving business growth through cross-selling and up-selling. You’re adept at creating tailored strategies that align with client objectives and company goals.
  • Problem-Solving and Conflict Resolution: Strong problem-solving skills, with the ability to handle client concerns quickly and effectively. You thrive in fast-paced environments and maintain a calm, solutions-oriented approach.
  • Negotiation Skills: Experience negotiating contracts and service agreements that benefit both the client and the company. You’re skilled at balancing client needs with internal resources and capabilities.
  • Communication and Collaboration: Excellent interpersonal and communication skills, with the ability to work closely with clients and internal teams to ensure alignment on goals and expectations. You’re a natural collaborator who can bridge the gap between client needs and business objectives.
  • Data-Driven Decision Making: Experience using data and metrics to assess client satisfaction, measure performance, and identify areas for improvement. You’re comfortable presenting insights and recommendations to both clients and leadership.
  • Humor: A great sense of humor, because even in high-pressure client management roles, we believe in creating a positive and enjoyable work environment. If you can balance client needs with a smile, you’re our kind of champion.

Educational Requirements:

  • Bachelor’s degree in Business, Marketing, or a related field. Equivalent experience with a proven track record in client relationship management is also valued.
  • Certifications in account management, customer success, or sales (e.g., Certified Client Success Manager) are a plus. If you’ve completed leadership or client management training, that’s an added advantage.

Experience Requirements:

  • 5+ years of experience in client relationship management, with a proven history of managing key accounts, growing client relationships, and delivering tailored solutions. You’ve successfully maintained long-term client partnerships.
  • Experience managing client accounts in industries such as technology, healthcare, finance, or professional services is highly desirable.
  • Proven success in managing complex accounts, navigating client needs, and collaborating with cross-functional teams to deliver results.
#J-18808-Ljbffr

  • San Francisco, CA, United States Zenith American Full time

    Title: Client Relationship Manager Department: Client ServicesBargaining Unit: NBU Grade: N/AFLSA: Exempt Hours per week: 40 Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client...


  • San Francisco, CA, United States ALTITUDE TECHNOLOGY SOLUTIONS Full time

    Skills: Actuary/ Client Relationship Manager, Business Development, Client-focused, Public Sector, Benefits, Retirement, Project Management Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. Experience level: Mid-senior Experience required: 10 Years Education level: Bachelor's degree Job...


  • San Francisco, California, United States Infosys Limited Full time

    Job Title: Senior Client Relationship ManagerSalary:$120,000 - $160,000 per yearAbout UsInfosys Limited is a global leader in next-generation digital services and consulting.Job DescriptionWe are seeking a skilled Senior Client Relationship Manager to join our team. The successful candidate will be responsible for managing client relationships, building a...


  • San Francisco, California, United States Robertson Stephens Wealth Management, Llc Full time

    Job DescriptionWe are seeking a skilled Client Relationship Manager Assistant to join our team at Robertson Stephens Wealth Management, LLC. As a key member of our operations team, you will provide essential support to our financial advisors and custodians, ensuring seamless client service delivery and operational efficiency. This role requires a...


  • Newport Beach, CA, United States Build My Great Team Full time

    Probitias is a wealth management firm offering affluent executives, business owners and their families a first-class, highly personalized approach to wealth management. We strive to deliver unparalleled, concierge-level service and elevate our client’s wealth with comprehensive financial planning and guidance across the scope of their lives. We have an...


  • Los Angeles, CA, United States Kayne Anderson Rudnick (KAR) Full time

    Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick Investment Management (“KAR”), a Registered Investment Advisor is currently seeking an...


  • San Francisco, United States Dodge & Cox Full time

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort by supporting our Client Service team in responding to investor inquiries in a timely, thorough and accurate manner. This individual is expected to become...


  • Denver, CO, 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...


  • Albuquerque, NM, United States Thrive Skilled Pediatric Care LLC Full time

    Calling all social entrepreneurs, Client Relationship Managers, and Account Managers! Come work with a purpose! Are you a people person who is results-oriented? Do you pride yourself on being creative and able to solve complex problems and juggle competing priorities? Have you been told you have grit and determination? Would you like to use these skills to...


  • San Francisco, California, United States Zenith American Full time

    At Zenith American Solutions, we are seeking an experienced Client Relationship Business Partner to join our team. As the largest independent Third Party Administrator in the United States, we operate over 40 offices nationwide and have been in business since 1944.The estimated salary for this role is $70,000 - $100,000 per year, depending on experience and...


  • Hingham, MA, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...


  • Narragansett, RI, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...


  • Westerly, RI, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...


  • Pawtucket, RI, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...


  • San Francisco, California, United States Bank of Montreal Full time

    Salary: $140,000 - $240,000">Pay Type: SalariedBMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.The role requires a seasoned professional with 7+ years of experience in wealth management, dealing with high...


  • Hingham, MA, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...


  • Pawtucket, RI, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and...


  • Westerly, RI, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and long-term financial...


  • Portsmouth, RI, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals....


  • San Francisco, California, United States Flow MD Full time

    About Flow MDFlow MD is a leading provider of innovative Investor Lifecycle Management Platforms for private market funds. Our cutting-edge B2B SaaS solution simplifies the complexities of raising and managing funds by seamlessly integrating networks, including General Partners (GPs), Limited Partners (LPs), Law Firms, Fund Administrators, and more, into one...