Client Relationship Manager

First Onsite•Carrollton, TX

About The Position

The Client Relationship Manager provides administrative support to the National Sales team and helps ensure a seamless client onboarding process and an exceptional customer experience. The role supports sales strategy and reporting, organizes data for marketing plans, maintains accurate Salesforce CRM information, and manages client portals and related administrative tasks. The position collaborates with National and Regional Sales team members, Sales Operations Specialists, Marketing, and RFP teams to support client meetings, proposals, RFPs, and brand consistency across presentations, collateral, and events. Travel of up to 10% is required, including overnight travel and extended disaster-site assignments 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 help ensure 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.
  • Travel up to 10%, including overnight travel and extended disaster-site assignments as needed.
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