What are the responsibilities and job description for the Client Relationship Manager position at ZIO?
Client Relationship Manager- On-site
Winter Park, FL
Are you a relationship-builder who thrives on turning warm leads into long-term partnerships?
ZIO is seeking a proactive, detail-oriented Client Relationship Manager to help us manage and grow our expanding sales pipeline. As a key member of our Sales and Marketing team, you'll work alongside our Business Development lead to move qualified opportunities through the sales funnel and ensure alignment between client needs, technical solutions, and project execution.
You’ll partner closely with engineering, project management, and service teams to ensure client expectations are not only met—but exceeded. If you're organized, client-focused, and skilled at closing complex deals, this is your opportunity to join a growing team at the forefront of smart building technology.
Key Responsibilities
- Own and manage qualified leads through the full sales lifecycle—from discovery to signed proposal
- Build and nurture trusted relationships with clients, becoming their go-to partner for new projects and service needs
- Conduct discovery meetings to understand client goals, budget constraints, and timeline requirements- uncover the “why” behind client requests and identify authority
- Collaborate with our technical team to develop solution-aligned proposals
- Present and close new business opportunities working with the technical team to develop scope overviews and documents.
- Accurately track and report activity in CRM; maintain updated pipeline and forecasting data
- Grow existing accounts by identifying future opportunities, including ongoing support contracts
- Support Business Development and Marketing efforts through events, campaigns, and referrals
- Stay informed on AV, lighting, and controls industry trends to provide strategic recommendations to clients
Required:
- 5 years of experience in B2B consultative sales, account management, or client-facing project roles
- Proven ability to manage a multi-stage sales process with complex stakeholders and long timelines
- Exceptional communication, presentation, and interpersonal skills
- Experience using CRM tools (e.g., HubSpot, Salesforce) and Microsoft 365 (especially Teams and SharePoint)
- Strong organizational skills and the ability to manage multiple opportunities concurrently
Preferred:
- Experience in AV, lighting, controls, IT, or construction-related industries
- Familiarity with design-build or construction workflows (submittals, coordination, procurement)
- Bachelor's degree in Business, Communications, or a related field
ZIO believes that the key to keeping great talent is treating them well. We realize it isn’t all about money. Some of the benefits we offer:
- Paid Training, certifications, and industry events
- Semi-annual career coaching and development to help you achieve you achieve your long-term goals
- Retirement Matching
- Health, Dental, Vision, and Disability Insurance
- Paid Holidays & Time Off
- Company events such as go-kart racing, bowling, and other events you can help organize on a quarterly basis
- Profit sharing
If you believe your work is a personal reflection of yourself, strive for success in everything you do, and you have a passion for constant learning, then you should apply now. ZIO is going places and we need great people like you to get there.
- Paid Training, certifications, and industry events
- Semi-annual career coaching and development to help you achieve you achieve your long-term goals
- Retirement Matching
- Health, Dental, Vision, and Disability Insurance
- Paid Holidays & Time Off
- Company events such as go-kart racing, bowling, and other events you can help organize on a quarterly basis
- Profit sharing
If you believe your work is a personal reflection of yourself, strive for success in everything you do, and you have a passion for constant learning, then you should apply now. ZIO is going places and we need great people like you to get there.
How to Apply & What Happens Next:
We receive a significant amount of applications and we're a small team. That means you need to stand out to actually get reviewed by the hiring manager (who does not see every application!) Please follow these steps carefully or your application likely won't get to a hiring manager!
We receive a significant amount of applications and we're a small team. That means you need to stand out to actually get reviewed by the hiring manager (who does not see every application!) Please follow these steps carefully or your application likely won't get to a hiring manager!
Step 1: Write a brief cover letter and answer the following questions.
- What about ZIO’s work and mission most interests you, and why do you want to be part of our team?
- In your own words, what do you believe is the primary goal of a Client Relationship Manager at ZIO?
- How do you see your background, experience, or strengths adding value to what we do at ZIO?
- Describe a time you played a key role in advancing a complex sale.
- How do you stay organized and ensure nothing falls through the cracks when managing multiple client conversations or sales opportunities?
Step 2: Apply with a combined document including your cover letter, answers to the above questions & your resume.
Step 3: Use this link to complete the predictive index assessment: https://assessment.predictiveindex.com/bo/6M3D/ZIOclientrelationshipmanager
Step 4: If were successful in demonstrating you have what it takes for this role, you’ll go through a structured interview process—including video meetings, and on-site interviews.
Step 3: Use this link to complete the predictive index assessment: https://assessment.predictiveindex.com/bo/6M3D/ZIOclientrelationshipmanager
Step 4: If were successful in demonstrating you have what it takes for this role, you’ll go through a structured interview process—including video meetings, and on-site interviews.
We’ll send regular updates on where things stand with your application. From application to offer, the timeline varies but we'll be happy to tell you where we stand in the process.
If you read this far, let us know that when you apply. We sincerely look forward to hearing from you!
If you read this far, let us know that when you apply. We sincerely look forward to hearing from you!
ZIO is an Equal Opportunity Employer and a Drug-Free Workplace.