What are the responsibilities and job description for the Relationship Manager position at Docufree Corporation?

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

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.

Qualifications and Education Requirements

Bachelor’s degree or 3 to 5 years’ experience in customer service, sales or account management.

Preferred Skills

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 .

Company Description

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.

Company Description

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