Client Relationship Manager

First Onsite•Miami, FL

About The Position

The Client Relationship Manager provides administrative support to the National Sales team and helps ensure a seamless client onboarding and service experience. The role supports sales reporting and strategy, organizes data for marketing plans, maintains Salesforce CRM data and client portals, and handles related administrative tasks. The position collaborates with National and Regional Sales team members, Sales Operations Specialists, Marketing, and RFP teams. It also supports client meetings, proposals, RFPs, and brand consistency across presentations, collateral, and events. Travel may be up to 10%, including overnight travel and extended assignments at disaster sites as needed.

Requirements

  • At least three years of experience in an administrative or sales support role.
  • Proficiency with technologies such as 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.
  • Promptly address customer needs and escalate issues quickly.
  • Support and collaborate with National and Regional Sales team members to maintain a cohesive sales environment.
  • 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, collateral, and events.
  • Manage client portals and perform related administrative tasks, including data entry, expense reports, and event logistics.
  • Support sales reporting, sales strategy, and client onboarding.
  • Travel up to 10%, including overnight and extended disaster site assignments as needed.
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