Minimum Qualifications
- 3-5 years of relevant work experience
- Degree in business, or other relevant major preferred
- Excel
Summary:
The Client Relationship Manager will work alongside other key team members, and report directly to the Director of Client Relations. The Client Relationship Manager responsibilities include managing the entire client experience once a contract is signed. Manages all client interactions.
Duties, Functions and Responsibilities:
The following duties are illustrative and not exhaustive. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position
- Assisting with Quarterly Business Review’s (QBRs)
- Tracking client contracts and renewals
- Reporting back to the customers as needed
- Encourage clients to utilize Track Tech (TT)
- Client interaction on maintenance of accounts
➢ Billing issues
➢ Reporting requests
➢ Logistics issues
- Liaison between field and operations, checking on status of jobs, etc. working with Sales Support
➢ Tracking jobs to completion – Following up on the freight and information technology asset disposition (ITAD) holdover reports with the facilities and taking client inquiries on their jobs (directly or through the reps)
- Complete Client Information Form (CIF) including obtaining all billing information, collection sites, etc. from the client.
- Answer questions from Client Solutions on CIF; obtain answers from sales team or client if needed
➢ Set client up on My Track Tech (MTT).
➢ Walk client through MTT to show how to maximize utilization of tool (training)
➢ Organize authorization list to ensure accuracy in TT/MTT
- Walk through reporting / reporting access to ensure all information needed is being provided
➢ Responsible for all reports requested by the client and any updates / modifications requested during the first 90 days.
▪ Example of the information pulled for client: Sales Rep, Sales Support, logistics contacts, account contact, compliance contacts (for SB20)
❖ Ensuring billing is accurate for first 60 days by reviewing and comparing to contracted pricing; communicate errors to accounting if necessary;
❖ Schedule service for client for first 60 days;
❖ Update any categories in TT, and any pricing with CS for components not originally mapped;
- Define method of payment for revenue share remittance and, if checks are to be sent define (address / Point of Contact)
➢ Specialized reporting as required by the client
➢ Manage pre-approval logs for new SB20 clients
➢ Inquire on identifying client map, data base repository, decision makers to assist future development efforts
➢ Establish escalation path for each client
➢ Coordinate on-site services/3rd party engagements with vendor as far as scheduling, follow up, and invoicing
- Coordinate International Pickups
Job Type: Full-time
Pay: $22.00 - $24.00 per hour
Expected hours: No less than 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Paid time off
- Vision insurance
Experience level:
Schedule:
Supplemental pay types:
Travel requirement:
Work Location: In person