Sales & Client Relationship Manager

Job Description: Sales & Client Relationship Manager (Exempt)

Position Type: Full-Time, Salaried (Exempt)

Location: Hawaii (Inter-island travel required)

Reports To: CEO

Supervisory Scope: May oversee contractors, event staff, interns, or vendors as needed.

Purpose

This management-level role leads the strategy and execution of relationship development, revenue growth, and statewide client engagement programs. The position exercises independent judgment in planning, prioritizing, and managing client relationships, new business development, CE events, lunch-and-learn programming, and cross-functional workflow initiatives. 

Position Summary

The Sales & Client Relationship Manager is responsible for setting and executing a proactive relationship strategy, managing high-value client accounts, and driving pipeline growth. The role has significant autonomy in decision-making related to territory planning, event coordination, outreach strategy, and workflow support. The position also oversees the operational and logistical aspects of CE programs across all islands and coordinates marketing alignment and digital workflow adoption efforts. 

Key Responsibilities

1. Client Relationship Management (Top Priority)

• Lead account strategy for assigned client segments.
• Develop and execute relationship plans to strengthen retention and expand revenue.
• Use discretion and judgment to resolve client issues, negotiate solutions, and coordinate cross-functional support.
• Maintain senior-level communication with high-value clients and partners.

2. New Lead Generation & Sales Growth

• Design and execute a sales strategy for territory growth, outreach, and pipeline development.
• Evaluate and qualify leads, determine prioritization, and plan engagement approaches.
• Prepare and deliver proposals with authority to negotiate within established parameters.
• Meet or exceed performance expectations through disciplined management of sales activities.

3. Lunch & Learns (Program Management)

• Own the scheduling, planning, and execution of the Lunch & Learn program.
• Determine frequency, topics, and delivery approaches based on client needs and growth goals.
• Coordinate presenters, manage logistics, and oversee post-session follow-up.

4. CE Event Coordination (Statewide Leadership)

• Lead statewide CE event planning and execution across all islands.
• Oversee vendors, contractors, or temporary staff supporting CE programs.
• Manage budgets, venue selection, schedules, and stakeholder communication.
• Represent the company and ensure all events meet brand and quality standards.

5. Digital Workflow Support (Non-Technical Liaison Role)

• Act as the organizational lead for digital workflow adoption within client accounts.
• Assess client readiness, recommend engagement strategies, and escalate technical needs to internal teams.
• Interpret client feedback to influence internal product and workflow decisions.
• Provide non-technical guidance and drive adoption outcomes.

6. Reporting, Forecasting & Accountability

• Lead CRM accuracy, pipeline forecasting, and activity reporting.
• Analyze trends and provide recommendations for strategic adjustments.
• Prepare executive-level summaries on sales performance, client health, and event metrics.
• Maintain accountability for meeting department targets and contributing to team goals.

7. Marketing & Brand Support

• Serve as the field-level manager of brand presence and messaging alignment.
• Partner with marketing to shape campaigns, provide insights, and supply client-driven content needs.
• Ensure brand standards are upheld across events, materials, and client interactions.

8. Travel & Fieldwork

• Independently plan and execute inter-island travel to meet business objectives.
• Represent the company at industry events, trade shows, community functions, and partner meetings.
• Manage territory coverage and field strategy with minimal oversight.

Qualifications

• 3–5 years of experience in sales, account management, or business development; management or program leadership experience preferred.
• Demonstrated ability to plan, prioritize, and make independent decisions in a client-facing environment.
• Strong relationship-building, communication, and negotiation skills.
• Experience overseeing events, programs, or personnel (staff, vendors, or contractors).
• Highly organized with strong command of CRM tools and data-driven reporting.
• Must be comfortable with inter-island travel and field-based work.

Leadership Competencies

• Strategic thinking and territory planning
• Independent judgment and decision-making
• Accountability and ownership
• Cross-functional collaboration
• Client executive presence
• Program oversight and operational coordination

Success Indicators

• Strong client retention and satisfaction
• Measurable revenue growth and pipeline strength
• High-quality CE and Lunch & Learn program execution
• Increased digital workflow adoption
• Accurate forecasting and reporting
• Strong brand presence across islands
• Effective management of vendors, event teams, and program resources