Client Relationship Manager
New
J
JobgetherCustomer Success
Based in the United StatesFull-TimeMiddle
Salary$57,000–$95,000 annually
Apply NowOpens the employer's application page
Job Details
- Experience
- At least 2 years
- Required Skills
- Project ManagementSalesforceMicrosoft ExcelCustomer serviceAccount Management
Requirements
- Undergraduate degree or an equivalent combination of education and relevant experience.
- At least 2 years of experience in customer service, account management, project management, or a related role.
- Strong communication, presentation, influencing, and consultative recommendation skills.
- Demonstrated project management and organizational skills, including ability to manage established timelines and multiple priorities.
- Strong customer-service orientation with the ability to identify needs and respond effectively.
- Ability to analyze information, recognize inconsistencies, and use data to support decision-making.
- Proficiency with productivity and customer management tools (Google Drive, Microsoft Word, Excel, PowerPoint, Salesforce, Gainsight) is preferred.
- Self-motivated, results-oriented, adaptable, and comfortable working in a high-energy environment.
- Ability to work effectively in a remote environment with reliable internet access.
- Experience in accounting or finance is preferred.
- Familiarity with Capital Markets processes and filings is an advantage.
Responsibilities
- Deliver high-quality customer service and support throughout Managed Services projects, from onboarding through completion.
- Serve as the primary customer contact for products and services, building trusted and meaningful client relationships.
- Manage an assigned book of business through regular customer checkpoints and ongoing engagement.
- Develop an understanding of customer project requirements and provide consultative recommendations based on their needs.
- Resolve moderate customer issues while escalating more complex matters.
- Design and execute onboarding project plans for Capital Markets customers, coordinating activities and timelines.
- Coordinate and review the filing process for Capital Markets customers.
- Train customers on platform capabilities, workflows, and best practices.
- Track customer communications, issues, metrics, and project information using customer management tools.
- Gather customer feedback and communicate insights to Sales, Marketing, and Research & Development teams.
View Full Description & ApplyYou'll be redirected to the employer's site
