Client Relationships Manager

Posted 2 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
Mid level
Analytics
The Role
Manage and grow strategic client relationships, provide account management and support, develop training materials, analyze customer data to improve experience, identify upsell opportunities, and collaborate with sales, product, and operations to drive retention and growth.
Summary Generated by Built In

Job Summary: 
The Client Relationships Manager will forge robust client partnerships and foster strategic business growth. This role will provide a proactive approach to account management; anticipating client needs and positioning the company as a valuable partner. The Client Relationships Manager will be responsible for maintaining existing client relationships and identifying opportunities to drive growth and retention. 
Primary Duties and Responsibilities:

  • Responsible for managing strategic business relationships and providing ongoing support to customers 
  • Lead development of product/service training and education materials for new and current clients to increase product knowledge and utilization 
  • Analyze customer data, business environment, and industry trends to improve customer experience, identify trends and opportunities for improvement 
  • Partner with the Sales team to determine any upsell opportunities for current customer book 
  • Identify key customers and list action steps to manage those relationships to drive business growth and retention 
  • Work closely with sales, product, and operations teams to align customer relationship initiatives with strategic business goals
  • Review customer issues and concerns and seek to improve the customer experience

Additional Responsibilities:

  • Additional duties as assigned 

Critical Competencies:

  • Ownership & Execution - Demonstrates a sense of ownership to drive issues to closure, maximizes the use of existing processes while continuously pursuing ways to improve efficiencies, sets aggressive goals, monitors progress, delivers results, seizes more opportunities than others
  • Enthusiasm & Passion - Communicates a compelling and inspired vision of core purpose, focused on the future, inspires others to take the journey, sparks passion and creativity among those around them 
  • Customer Centric - Establishes and maintains effective relationships with customers, effectively aligns strategy with customer's business, anticipates customers' needs, and sets high standards for customer service

The Individual:

  • Strong verbal and written communication skills 
  • Ability to establish and maintain long-term relationships, in person and over the phone 
  • Good organizational skills including the ability to manage multiple parallel tasks and set priorities 
  • Strong critical thinking and problem-solving skills

Qualifications: 

  • Bachelor's degrees 
  • 3-5 years of experience in a client-facing role such as sales/relationship management, client relations/experience, or account management 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship.

If you require an accommodation under the Americans with Disabilities Act, Section 503 of the Rehabilitation Act or similar law in order to apply for employment at Simplify Compliance, please contact our Talent Acquisition Team 1.800.727.5257, ext. 8101.

Job applicants may request to review the company's Affirmative Action plans by contacting the talent acquisition team/recruiter, Human Resources department or Chief People Officer.

Skills Required

  • Bachelor's degree
  • 3-5 years of experience in a client-facing role (sales, relationship management, client relations, or account management)
  • Strong verbal and written communication skills
  • Ability to establish and maintain long-term relationships in person and by phone
  • Good organizational skills, ability to manage multiple tasks and set priorities
  • Strong critical thinking and problem-solving skills
  • Legally authorized to immediately work in the country of hire without current or future sponsorship
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The Company
HQ: Brentwood, TN
191 Employees
Year Founded: 1975

What We Do

Simplify Compliance helps customers learn, comply, and succeed by providing mission-critical regulatory and business information, analysis, and tools. Our Primary brands are the Argosy Group, BLR, CCMI and H3.Group.

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