Demo

Client Engagement Manager

BLR | HCI | CCMI
Dallas, TX Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/17/2025

At the heart of our company is our people.  People from many different backgrounds with different vantage points, opinions, and experiences.  We strive to continually lead with our IMPACT values and empower our employees to develop their full potential on a team that is passionate about acceptance, inclusivity, and achievement. Our employees are the driving force for the innovation, collaboration and creativity that enables our organization to deliver strategic success. 

Job Summary:
The Client Services Manager will support learning sales across a spectrum of print, online, live events, and custom Bluepoint products. As the internal and external liaison for Bluepoint programs post-sale, you’ll manage clients and programs from post-sale through program fruition.

Primary Duties and Responsibilities:

  • Coordinate the logistics for virtual and in-person programs, assessments, and coaching. Work closely with internal and external teams to ensure smooth execution through clear and timely communication and organization
  • Manage projects from post-sale to delivery, ensuring milestones are met, deadlines are hit, and client goals are achieved. Lead teams, allocate resources, and keep stakeholders informed for smooth project execution.
  • Act as the main point of contact for clients, understanding their needs and ensuring expectations are consistently met. Provide insights and solutions to help them succeed in the project.
  • Oversee vendor relationships and ensure smooth operations. Become the go-to expert on the software used for assessments and coaching, helping optimize its use.
  • Lead collections efforts to ensure timely payments while maintaining positive client relationships. Streamline the collections process to improve efficiency.
  • Ensure accurate and timely invoicing for services, and address any billing issues promptly. Use data to improve the invoicing process and communication with internal teams
  • Understand the order entry and applied payment processes. Collaborate with the Client Services Specialist to resolve any order-related issues and improve efficiency.
  • Identify and resolve issues quickly, using data to come up with creative solutions and improve processes for better results
Additional Responsibilities:
  • Additional duties as assigned

The Individual:
  • Experience with Sharepoint, Smartsheet, and Qualtrics a plus
  • Detail-orientated and able to work under tight deadlines
  • Problem-solving skills, self-motivated, goal and team-oriented, strong analytical skills
  • Excellent communication skills

Qualifications:
  • BS / BA degree preferred or equivalent work experience
  • 3-5 years of experience in marketing project management custom media sales operations or advertising agency

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

All external applicants must be legally eligible to immediately work in the country of hire without current or future sponsorship.

If you require an accommodation under the Americans with Disabilities Act, Section 503 of the Rehabilitation Act or similar law in order to apply for employment at Simplify Compliance, please contact our Talent Acquisition Team 1.800.727.5257, ext. 8101.

Job applicants may request to review the company's Affirmative Action plans by contacting the talent acquisition team/recruiter, Human Resources department or Chief People Officer.

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