Client Relationship Manager

Client Relationship Manager First Onsite - US - 3.5 Hayward, CA Job Details Full-time $85,000 - $100,000 a year 1 day ago Benefits Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Life insurance Qualifications Sales support Sales proposal development Sales reporting Customer relationship building Client onboarding Customer service Expense management Mid-level 3 years Administrative experience Salesforce Cloud Proposal writing Bachelor's degree Sales management systems proficiency Data entry Sales strategy CRM system proficiency Request for proposal Productivity software Cross-functional collaboration Full Job Description A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success. Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information.

Responsibilities:

Deliver exceptional customer experience with a strong client focus Support and collaborate with the sales team, including National and Regional members 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 and materials Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics) Travel up to 10%, including overnight and extended disaster site assignments as needed

Experience & Education:

Minimum of three years of experience in an administrative or sales support role Proficient with various technologies such as the Microsoft Office suite and Salesforce Restoration industry experience, preferred Bachelor's degree, preferred