What are the responsibilities and job description for the Client Management Director position at MRSpokane?
Client Relationship Manager VP
We're seeking a Client Relationship Manager to develop and maintain strong, long-term relationships with our clients.
Responsibilities:
- Partner with clients to understand their business objectives and challenges; recommend financial solutions to meet their needs;
- Serve as the primary point of contact for clients, providing updates, gathering feedback, and ensuring they derive value from our offerings in a timely and professional manner;
- Identify potential clients, partners, and new target markets through networking, referrals, research, and other channels;
- Qualify leads based on established criteria and prioritize those with the highest potential, developing and executing a plan to reach out and schedule meetings to present our services;
- Collaborate with internal partners to gain insights and information for proposal development;
- Negotiate terms and pricing with clients to create mutually beneficial banking relationships;
- Facilitate the closure of deals, ensuring all parties are aligned on terms;
- Monitor and analyze client performance metrics to track success and identify opportunities for improvement;
- Regularly assess clients through check-ins to determine satisfaction, areas for improvement, and opportunities for cross-selling additional products and services;
- Develop and execute strategies to retain clients, expand their engagement, and drive revenue growth;
- Prepare regular reports summarizing client engagement, satisfaction levels, and potential growth areas;
- Stay up-to-date on industry trends and market developments to offer valuable insights and recommendations to clients.
Requirements:
- Bachelor's degree in business, marketing, or a related field, or equivalent experience (8 years) required;
- 5 years of experience as a Client Relations Manager or similar role required;
- Proficiency using Profit Intel or similar CRM system preferred;
- Customer service skills, professionalism, initiative, ambition, collaboration, impact, quality, motivation, and goal-setting abilities.
Why You Should Apply:
- Full-time position with excellent compensation and benefits package;
- Generous time off programs;
- Bonus program;
- Profit-sharing;
- Discounted stock purchase program;
- Excellent growth and development opportunities.
