· Manage client services for assigned contracted accounts.
o Work closely with Consulting Operations and other internal departments to ensure client requests are met in a timely manner.
o Coordinate outreach and meeting with client and assigned Business Development representative when client is approaching contract renewal. Prepare report in advance of the meeting.
o Manage communication with assigned clients, including an introductory email and ongoing outreach on a regular basis.
o Collaborate with internal departments to schedule contracted trainings and coordinate all required information for logistics.
o Manage incoming engagement requests from clients and communicate to the Scheduling Department and Consulting Operations (ATC).
o As needed, request Certificate of Insurance from third-party provider, send updated W-9, etc.
o Manage tracking, reminders, and communication for assigned clients.
o Input accurate, timely updates for all client/prospect information in the CRM.
· Assess current client service programs and make suggestions to further streamline.
o Seek input and feedback regularly to assess client satisfaction.
o Develop and maintain a thorough understanding of clients’ needs.
o Track client usages of available services; communicate updates to clients on a regular basis; work with client to schedule services so they are being utilized.
o Maintain knowledge of TNG services; promote available products and services on a regular basis.
o Facilitate communication with Business Development representative if an additional contract is needed.