Client Relationship Manager

Myriad•Waukee, IA

About The Position

The Client Relationship Manager cultivates, maintains, and proactively manages relationships with assigned clients, partners, and stakeholders. As the primary relationship owner for an assigned client portfolio, the role develops a strong understanding of each client's business, priorities, goals, challenges, and service needs to deliver a consistent, exceptional client experience. The manager anticipates client needs, identifies risks and opportunities, coordinates Myriad resources and solutions, and serves as a key liaison between clients and internal teams to support clear communication, accountability, and follow-through. Success is measured by client retention, proactive engagement, portfolio health, follow-through, and identifying growth opportunities for clients and Myriad. The role owns client relationships, expectations, and outcomes while coordinating internal resources for execution. It manages client-related projects and initiatives, establishes objectives and timelines, tracks progress and deliverables, communicates risks and updates, and escalates concerns as needed. Other duties may be assigned.

Requirements

At least 5 years of experience in client relationship management, customer success, account management, or consultative business development, ideally in a B2B environment.
Proven track record of managing high-value clients and complex projects successfully.
Strong strategic thinking, problem-solving, and analytical skills, including the ability to anticipate client needs, identify risks and opportunities, and align solutions with business objectives.
Excellent written and verbal communication and interpersonal skills, with a customer-centric approach.
Project management abilities, including planning, organizing, and managing resources to achieve project goals.
Proficiency with CRM software and project management tools.
Excellent organizational skills and attention to detail.
Strong communication, negotiation, and interpersonal skills, with a client-centric approach.
Ability to anticipate and analyze client needs, identify opportunities, and align solutions with business goals.
Ability to multitask and adhere to deadlines.
Ability to anticipate potential problems and develop solutions.

Nice To Haves

Bachelor's degree in Business, Marketing, Communications, or a related field preferred.
Experience in financial services, wealth management, or professional services preferred.
Familiarity with data analysis and reporting tools is a plus.
Collaborative leadership qualities to mentor junior team members and enhance client service standards.
Passion for proactive relationship management, outstanding client service, and exceeding expectations.

Responsibilities

Develop and sustain trusted client relationships through consistent, proactive, and strategic communication, building knowledge of clients' businesses, goals, challenges, priorities, and changing needs.
Build executive-level relationships with business owners and key decision-makers.
Take ownership of an assigned client portfolio and deliver exceptional service, emphasizing retention, relationship expansion, revenue opportunities, and the overall value of each client relationship.
Proactively identify client needs, service gaps, risks, and opportunities, and coordinate with internal teams to develop solutions and next steps.
Collaborate across Myriad to communicate and execute client needs, commitments, priorities, and expectations.
Use CRM and other Myriad systems to document client interactions, commitments, opportunities, risks, and next steps, and use client data to support proactive relationship management and decision-making.
Engage business owners in meaningful conversations and identify ways to help clients grow and operate more effectively.
Serve as the primary Relationship Manager for an assigned portfolio and maintain a strong understanding of each client's business, priorities, service needs, and relationship with Myriad.
Maintain a proactive client engagement cadence, including scheduled relationship meetings and QBRs as appropriate.
Prepare for client meetings by reviewing current services, open items, prior commitments, business changes, opportunities, and concerns.
Document, communicate, assign, and follow through on agreed client actions and commitments.
Maintain accurate and meaningful client information, reporting, cross-selling, scheduling, fee tracking, and client strategy.
Recognize changes in client sentiment, engagement, business needs, or service experience and take proactive action when intervention is needed.
Collaborate with leadership and internal teams to improve the client experience and Myriad's service offerings.
Support Advisor Club responsibilities, including client communications, onboarding, offboarding, required engagement, and recordkeeping using Myriad-approved tools.
Manage client-related projects and initiatives as needed, establishing objectives, responsibilities, timelines, and expected outcomes.
Maintain project plans and status updates, communicating progress, risks, changes, and next steps to clients and internal stakeholders.
Monitor project scope, schedules, and deliverables and escalate concerns to support timely completion.
Ensure project activity supports the broader client relationship and provides a consistent, positive client experience.
Perform other duties as assigned.