Client Relationship Manager

First Onsite - US•Lewisville, TX
•$60,000 - $75,000

About The Position

The Client Relationship Manager provides administrative and sales support to the National Sales team, helping deliver a seamless client onboarding process and exceptional client experience. The role organizes data for marketing plans, supports sales reporting, and performs administrative duties that contribute to the sales team's effectiveness and overall success. The position collaborates with National and Regional Sales team members and Sales Operations Specialists to keep Salesforce CRM data accurate and current. It manages client portals, participates in client meetings, and assists with proposals and RFPs. In partnership with Marketing and RFP teams, the Client Relationship Manager helps ensure presentations, collateral, and events comply with brand guidelines. The role also handles related administrative work, including data entry, expense reports, and event logistics, and may travel up to 10%, including overnight and extended disaster-site assignments as needed.

Requirements

  • At least three years of experience in an administrative or sales support role.
  • Proficiency with technologies including Microsoft Office and Salesforce.

Nice To Haves

  • Three or more years of Restoration industry experience.
  • Bachelor's degree.

Responsibilities

  • Deliver an exceptional customer experience with a strong client focus.
  • Address customer needs promptly and escalate issues quickly.
  • Support and collaborate with National and Regional Sales team members to help maintain a cohesive sales environment.
  • Participate in client meetings and assist with proposals and RFPs.
  • Keep Salesforce CRM data accurate and up to date in partnership with the sales team and Sales Operations Specialists.
  • Partner with Marketing to maintain brand consistency in presentations, collateral, and events.
  • Manage client portals and perform related administrative tasks, including data entry, expense reports, and event logistics.
  • Travel up to 10%, including overnight and extended disaster-site assignments as needed.
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