Client Relationship Executive

Job Description – Account Miner (Client Relationship Executive)

Job Title: Account Miner (Client Relationship Executive)

Location: Irving, TX (Remote Travel within the U.S.)

Type: Full-time

About CBL

At CBL, we’re not just building client partnerships — we’re sustaining them.

Our growth depends on how deeply we connect with our clients, understand their goals, and help them achieve more.

We’re now looking for an Account Miner — a relationship-driven professional who can nurture our existing client base, keep engagement alive, and unlock new opportunities from within.

Role Summary

The Account Miner ensures that every client relationship stays active, valued, and productive.

This person will engage with existing clients, maintain transparent communication through CRM, and collaborate with our internal team to strengthen CBL’s presence and reputation with each account.

This is not a cold-calling or lead-chasing role — it’s about listening, understanding, and growing together with our clients.

Key Responsibilities

• Review and analyze all active clients — understand engagement level, project activity, and relationship health.
• Build and maintain meaningful relationships through calls, visits, and timely outreach (holiday greetings, appreciation gestures, follow-ups).
• Ensure all client activities, discussions, and updates are accurately logged and visible in CRM.
• Identify roadblocks in client activity and ensure monthly continuity in engagement.
• Develop client-specific action plans to strengthen relationships and encourage preference for CBL over competitors.
• Explore additional opportunities within client organizations — across staffing, AI, integration, and digital transformation services.
• Coordinate with internal sales and delivery teams to align client needs with our offerings.
• Provide feedback on unviable clients and ensure time is focused on high-value partnerships.
• Travel regularly to meet clients in-person and build authentic, long-term relationships.

Who Will Succeed in This Role

• A people connector — naturally warm, authentic, and confident.
• A structured professional — organized, disciplined, and CRM-savvy.
• A learner — quick to understand client industries and CBL’s services.
• A doer — takes initiative and doesn’t wait for instructions.
• A balanced personality — driven for money and success but equally empathetic and helpful.

Requirements

• 1–3 years of experience in client relationship management, customer success, or account coordination (IT/Staffing background a plus).
• Strong verbal communication and interpersonal skills.
• Working knowledge of CRM systems (HubSpot, Salesforce, etc.) and structured reporting habits.
• Comfortable with travel across U.S. (60–80%).
• Ability to analyze client activity data and propose action plans.
• Entrepreneurial attitude — self-motivated, accountable, and goal-oriented.

Preferred Traits

• Comes from a background where hard work and ambition have shaped success.
• Enjoys being on the move, meeting people, and creating meaningful business relationships.
• Has a consultative mindset — curious about clients’ business models and pain points.
• Feels genuine satisfaction when a client says, “You really understand us.”

Performance Indicators

• Monthly engagement consistency (no inactive clients).
• Client satisfaction and relationship health scores.
• New opportunity generation within existing clients.
• CRM update discipline and transparency.
• Travel and client coverage effectiveness.

Why Join Us

This is a role where your personality, discipline, and empathy come together to shape the company’s growth.

You’ll have direct visibility with leadership, freedom to build your client style, and the opportunity to define how CBL grows from the inside out.