Client Manager

Client Manager

Requirements

• 3+ years of customer service experience
• 1+ years of sales calling experience
• Microsoft Office (Excel, Word, Outlook, Teams, PowerPoint) proficiency
• Valid, unrestricted driver’s license with the ability to rent a car
• Salesforce or other CRM experience
• Strong interpersonal and verbal and written communication skills
• A strong sense of urgency
• Strong ability to adapt to change

Responsibilities

• Manage new and current accounts
• Work closely with clients to add additional account revenue by adding new programs
• Conduct weekly, monthly, and quarterly meetings with clients on updates, information, concerns, and new opportunities
• Serve as the client’s voice within Source1
• Keep organized for both the internal team, as well as the needs of the clients
• Proactively anticipate customer needs and identify any potential issues
• Create recommendations and facilitate action for resolution
• Identify opportunities for potential upsell
• Organize and conduct onboarding of clients
• Work together with VP of Client Relations to build and maintain client relationships
• Keep all applicable people in the loop
• Organize, schedule, prepare and conduct business reviews on a quarterly basis
• Maintain timely follow-up for any client requests
• Log all activities, communication, and client data updated internal and external within the CRM systems and databases
• Market new programs and services to clients
• Provide frequent updates on project progress
• Be comfortable being the point person for the client and internal departments
• Have a full understanding of Source1 interaction with Platform brands
• Work with other departments in driving additional revenue through direct manufacturer programs
• Be available to travel to visit clients face to face
• Facilitate customer portals

Preferred Qualifications

• 4-year Bachelors’ or Associate’s degree preferred
• Hospitality experience is a plus