Client Relationship Manager job description

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What does a Client Relationship Manager do?

The Client Relationship Manager is pivotal in building and maintaining strong relationships with clients to ensure satisfaction and loyalty. This role is vital for company success, as it drives customer retention, revenue growth, and enhances the company’s reputation.

Free Client Relationship Manager Job Description Template

Free Client Relationship Manager Job Description Template

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What are the Key Responsibilities of Client Relationship Manager

  • Develop long-term relationships with a portfolio of clients.
  • Connect with key business executives and stakeholders.
  • Ensure the timely and successful delivery of solutions according to customer needs.
  • Communicate clearly the progress of monthly/quarterly initiatives.
  • Collaborate internally to improve the customer experience.
  • Resolve any issues and challenges faced by clients.
  • Expand the relationships with existing customers by introducing new products/services.
  • Track and forecast key account metrics to keep accounts up-to-date.
  • Prepare reports on account status.

What are the Skills and Requirements for a Client Relationship Manager?

  • Strong communication and interpersonal abilities.
  • Excellent negotiation and conflict resolution skills.
  • Problem-solving aptitude and an eye for detail.
  • Proficiency in CRM software like Salesforce or HubSpot.
  • Ability to manage multiple client accounts.

What are the KPIs to track for Client Relationship Manager?

The Client Relationship Manager's success is measured by client satisfaction scores, retention rates, and the extent of upselling and cross-selling activities that contribute to revenue growth.
Client Satisfaction
Improvement in client satisfaction survey scores.
Retention Rates
High retention of key client accounts.
Revenue Growth
Increase in upselling and cross-selling revenues.
Reports to
Director of Client Services
Collaborates with
Sales Team, Account Executives
Leads
Junior Account Managers

Are any specific tools or software required for the Client Relationship Manager role?

  • Salesforce
  • HubSpot
  • Microsoft Office Suite

What is the qualification of Client Relationship Manager?

Bachelor's degree in Business Administration or related field, with 3-5 years of experience in client account management or similar roles.

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