What are the responsibilities and job description for the Client Relationship Manager position at First Onsite - US?
A Day in the Life of a Client Relationship Manager
As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success.
Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information.
Responsibilities:
- Deliver exceptional customer experience with a strong client focus
- Support and collaborate with the sales team, including National and Regional members
- Participate in client meetings and assist with proposals and RFPs
- Ensure Salesforce (CRM) data is accurate and up to date
- Partner with Marketing to maintain brand consistency in presentations and materials
- Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics)
- Travel up to 10%, including overnight and extended disaster site assignments as needed
Experience & Education:
- Minimum of three years of experience in an administrative or sales support role
- Proficient with various technologies such as the Microsoft Office suite and Salesforce
- Restoration industry experience, preferred
- Bachelor's degree, preferred