Client Account Manager

Summary

Join our team as a Client Account Manager and cultivate strong client relationships to ensure satisfaction and loyalty. You will be the primary point of contact, addressing inquiries, resolving issues, and facilitating communication. This role involves developing and implementing strategies to meet client needs, ensuring high-quality service delivery, and monitoring client accounts for timely service and exceeding expectations. You will also identify opportunities for upselling and cross-selling, prepare reports, and review invoices. Collaboration with internal teams is crucial for seamless service delivery. Strategic planning and performance tracking are key aspects of this position.

Requirements

• Proven experience as an Account Manager, Client Manager, or in a similar role
• Strong understanding of account management and customer service principles
• Excellent communication and interpersonal skills
• Ability to manage multiple projects and priorities simultaneously
• Proficiency in CRM software and Microsoft Office Suite
• Strong problem-solving skills and attention to detail
• Ability to work independently and as part of a team
• Valid driver's license and access to a vehicle for client visits

Responsibilities

• Develop and maintain strong relationships with clients
• Act as the main point of contact for clients, addressing client queries and communications promptly and effectively
• Coordinate meetings, appointments or other “touch points” for client engagement
• Schedule regular check-ins and meetings with clients to review progress and gather feedback
• Provide prompt and effective support to clients, resolving any issues or concerns they may have
• Facilitate communication between clients and technical support teams when necessary
• Ensure clients are fully trained and knowledgeable about the company’s products and services
• Monitor client accounts to ensure that all services are delivered on time and meet client expectations
• Identify opportunities for upselling and cross-selling additional services or products
• Prepare and present regular reports to clients on performance metrics, project status, and other relevant data
• Review and approve client invoices to ensure accuracy and compliance with contract terms
• Address and resolve any discrepancies or issues related to billing
• Communicate with clients regarding invoice inquiries and payment statuses
• Coordinate with internal teams (e.g., procurement, projects, service team) to ensure seamless delivery of services and address any issues
• Manage timelines, budgets, and resources for client projects
• Address and resolve any issues or conflicts that arise during project execution
• Work with VCIO to develop and present solutions based on customer's business requirements
• Ability to understand various ways a solution may be delivered and anticipate what will work best for client
• Analyze client needs and create supporting documentation to outline these needs
• Prepare and manage quotes for technical projects
• Organize and present Strategic Business Reviews
• Prepare and deliver performance reports to clients and senior management through SBR Presentations
• Use company CRM and knowledge management tools in order to provide various levels of sales reporting

Benefits

• Paid US Holiday
• Paid Time Off
• Comprehensive Health Plans
• Life and Accident Insurance
• Accident and Disability Coverage
• Company-paid training and certification
• Retirement Security
• Health & Wellness Program
• Salary Loan