Demo

Client Success Manager

AccruePartners
Charlotte, NC Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 3/28/2025
THE TEAM YOU WILL BE JOINING

  • AccruePartners is going through a transformation as the company adds solutions to the portfolio of talent services we offer.
  • The day-to-day leadership by both Principal Partners and Leadership Team of the firm offers hands-on motivating leadership and effective training to ensure success.
  • AccruePartners is highly focused on the mid-market and enterprise companies with a Carolina’s super regional focus. Our national growth has expanded our client base organically across 42 states
  • Clearly Rated’s Best of Staffing Diamond Winner - voted Best in Talent for both Client and Candidate Satisfaction 10 years running received by less than 2% of staffing firms in the country.
  • Ranked on Forbes Executive Recruitment firms, nationally for 6 years running, from 2017 - 2023!

WHAT WE OFFER YOU

  • Opportunity to join a consulting spin-up inside of an long-standing foundational model built on staffing and executive recruitment, with over 22 years of experience.
  • Brass tacks culture that thrives on results for our clients with a unique value proposition to our colleagues, candidates and most importantly, our clients.
  • Accrue operates with a niche innovative mentality focused on outcomes and results. Our business is a mix of search, staffing, project solutions.
  • Highly diverse company with 6 lines of discipline led by subject matter experts for their line of business. Our teams offer high levels of business acumen and operate in a full desk environment: we are looking for talent who understands delivering the right solution to our clients is the most important part of our mission.
  • Continuous investments in our business including investments in advanced technology, operationsand processes, and abundant development and training for our talent

WHY THIS ROLE IS IMPORTANT

  • The Client Success Manager (CSM) plays a pivotal role as the "hunter" for AccruePartners, focused on the financial services sector. The CSM's primary responsibility is to identify new business opportunities, cultivate relationships, and drive client engagement within financial institutions. The goal is to secure Contracts, Direct Hires, and Statement of Work (SOW) searches across a dedicated portfolio of clients within the financial services industry.

Client-Focused Activities

  • 8 - 10 Face to Face client visits weekly
  • w/ participating team members
  • 4 with new prospects and clients
  • 1-2 Monthly networking events
  • 1 Client entertainment activity monthly
  • Job Orders Generated
  • 2 Contract
  • 2 Direct Hire
  • 1 SOW client presentation per month
  • Work with the Client to establish action items at the time of intake including resume reviews, interview times and debriefs
  • Ensure searches have a smooth transition to Divisional partners and are serviced according to the AccruePartners Business Systems
  • Complete weekly assigned QC, Reverse Marketing, MPA and Reference calls

Additional Responsibilities:

  • Ensure all activities are documented in Bullhorn
  • all prospective clients have updated information in Bullhorn
  • target client contacts have 30-day action items and receive a “touch” monthly
  • Build and maintain a current organizational structure within the targeted account(s)
  • Provide reporting and progress updates via weekly status reports
  • Lead business reviews with key stakeholders
  • Ensure open communication between divisions for efficient client pursuit
  • Participating in LinkedIn by posting jobs, blogs, and relevant articles to your position

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