What are the responsibilities and job description for the Relationship Manager position at Docufree?
Job Description
The Relationship Manager is a critical role in the delivery of services to clients and ensuring successful client experiences that are consistent with Docufree's high standards. The Relationship Manager is the account level point-of-contact for multiple clients and is responsible for managing account level transactions. They will also be proactive in identifying potential opportunities for on-going client satisfaction and taking action to address those opportunities.
Role And Responsibilities
Docufree is a leading enterprise information management and business process as a service provider specializing in cloud based intelligent document management, workflow and electronic signature applications for human capital management, accounts payable, and digital mailroom. Docufree’ award winning SaaS platform has a strong presence in the Legal, Financial Services, Healthcare and Manufacturing industries and we’re expanding into other adjacent markets.
Docufree is a leading enterprise information management and business process as a service provider specializing in cloud based intelligent document management, workflow and electronic signature applications for human capital management, accounts payable, and digital mailroom. Docufree’ award winning SaaS platform has a strong presence in the Legal, Financial Services, Healthcare and Manufacturing industries and we’re expanding into other adjacent markets.
The Relationship Manager is a critical role in the delivery of services to clients and ensuring successful client experiences that are consistent with Docufree's high standards. The Relationship Manager is the account level point-of-contact for multiple clients and is responsible for managing account level transactions. They will also be proactive in identifying potential opportunities for on-going client satisfaction and taking action to address those opportunities.
Role And Responsibilities
- Cultivate strong relationships with current clients and contacts and identify opportunities for expansion.
- Provide support to clients.
- Gain insight into clients' business goals and effectively communicate these to internal teams to align product and service development.
- Collaborate with other departments to ensure client satisfaction and address any concerns.
- Hold regular meetings with clients to review performance, discuss opportunities, and address any issues.
- Update and maintain client profiles.
- Proactively identify and pursue additional revenue streams.
- Collaborate with the sales team to capitalize on potential opportunities for upselling or cross-selling.
- Monitor operational metrics and SLAs.
- Manage collections for assigned client accounts.
- Have a thorough understanding of client contracts and manage accounts according to contract terms.
- Develop expertise in the client's industry, infrastructure, and business needs to provide informed guidance and solutions.
- Proactively identify potential risks to service delivery and take steps to mitigate them to ensure successful outcomes for clients.
- Provide incident management leadership.
- Advise on technical solutions.
- Strive to provide outstanding service to clients.
- Bachelor’s degree or 3 to 5 years’ experience in customer service, sales or account management.
- Strong proficiency in organizational, administrative, and time management
- Experience in using Microsoft Office Suite
- Exceptional customer service skills
- Capability to collaborate effectively with both clients and internal staff.
- Skilled in problem solving and devising work around solutions
- Excellent written and verbal communication
- Willingness to undertake occasional travel to client sites as required.
- Experience in managing multiple projects across all stages of the delivery lifecycle
- This is not a remote position.
Docufree is a leading enterprise information management and business process as a service provider specializing in cloud based intelligent document management, workflow and electronic signature applications for human capital management, accounts payable, and digital mailroom. Docufree’ award winning SaaS platform has a strong presence in the Legal, Financial Services, Healthcare and Manufacturing industries and we’re expanding into other adjacent markets.
Docufree is a leading enterprise information management and business process as a service provider specializing in cloud based intelligent document management, workflow and electronic signature applications for human capital management, accounts payable, and digital mailroom. Docufree’ award winning SaaS platform has a strong presence in the Legal, Financial Services, Healthcare and Manufacturing industries and we’re expanding into other adjacent markets.
