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Client Relationship Manager

3 months ago

Lafayette, United States MRINetwork Jobs Full time
Job DescriptionJob Description

Client Relationship Manager - Accounting - Lafayette, IN

Our client, a growing CPA firm located in Lafayette, IN, is actively seeking a Client Relationship Manager. The Client Relationship Manager (CRM) plays a pivotal role in ensuring seamless communication between clients and internal teams. The CRM focuses on enhancing client satisfaction, facilitating efficient service delivery and maintaining a cohesive client relationship.

Client Relationship Manager Key Responsibilities:

  • Act as the primary point of contact for clients, addressing inquiries and providing timely updates.
  • Coordinate meetings between clients and accounting professionals, ensuring all relevant parties are well prepared.
  • Assist in the planning and execution of client projects, ensuring deadlines are met.
  • Collaborate with internal teams to allocate resources effectively and optimize project workflows.
  • Maintain accurate client records, including contracts, invoices, and project details.
  • Generate regular reports on client accounts, highlighting key performance indicators and project milestones.
  • Address client concerns promptly, seeking solutions and liaising with appropriate teams.
  • Gather client feedback to identify areas for improvement and contribute to ongoing service enhancement initiatives.

Client Relationship Manager Requirements:

  • Bachelor’s degree in Business Administration, Accounting or related field preferred
  • Certification in Project Management, a plus
  • Proficient in Microsoft Office Suite and other relevant office software
  • Exceptional verbal and written communication skills
  • Professional demeanor
  • Strong client relationship skills
  • Capable of adapting to changing priorities and effectively managing unexpected situations.
  • Flexible in handling diverse tasks and responsibilities.
  • Strong attention to detail and time management

For more information, please submit a confidential resume to melva@mriz.net

Melva Lowry

1531 W. Oak Street

Zionsville, IN 46077

Visit our website at www.mriz.net

Due to the high volume of resumes received, only applicants with SPECIFIC EXPERIENCE requested by our clients will be contacted. All replies are held in strict confidence. MRI Zionsville WILL NOT share your personally identifiable information WITHOUT your permission.

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