What are the responsibilities and job description for the Remote Client Services Manager - PT in WI, IL position at Sarah Best Strategy?

Position Title : Client Services Manager

Posting Title : Remote Client Services Manager - PT in WI, IL

FLSA Classification : [] Exempt [] Non-Exempt

Department : Client Services Reports to : CEO

LOCATION : Remote - must live in Wisconsin or Illinois

POSITION SUMMARY :

The Client Services Manager oversees client relationships and ensures the successful delivery of high-quality services through effective project planning and management. Key responsibilities include managing client accounts and projects, supervising onboarding and offboarding processes, resolving client issues, monitoring budgets and timelines, and completing project reporting. This role is critical in maintaining client satisfaction and driving account growth . Prior experience in digital marketing is preferred.

This part-time position requires 15-20 hours of work per week. Hours may vary from week to week based on depending on client demand.

Company : At Sarah Best Strategy (https : / / www.sarahbeststrategy.com), we're more than just a digital marketing agency-we're on a mission to help companies shine online while building happier, healthier, and more inclusive communities. Joining our team means you'll have the chance to make an impact while enjoying perks like a 401k program, paid time off, paid volunteer time, and more. If you're passionate about doing meaningful work and being part of a supportive, purpose-driven team, we'd love to hear from you!

Essential Duties and Responsibilities

Client Management :

Cultivate and maintain strong relationships with clients throughout their journey, serving as their primary point of contact
Lead client feedback initiatives by managing survey collection, analyzing results, and ensuring timely and effective follow up to address needs and enhance satisfaction.
Serve as a strategic liaison between the client and internal teams, driving clear communication, aligning on client requirements, and facilitating seamless internal kickoff meetings to ensure project success.

Account Management :

Manage multiple client accounts, ensuring client needs are consistently met or exceeded with exceptional service and attention to detail.

Facilitate and lead monthly client meetings while ensuring all necessary project meetings are scheduled and executed effectively.

Proactively address and resolve client concerns balancing client expectations with company priorities to maintain high levels of satisfaction and trust.

Keep accurate and comprehensive customer and account records to support seamless account management and strategic decision-making .

Project Management

Oversee client onboarding and offboarding processes, ensuring seamless transitions and client satisfaction.

Develop comprehensive project plans, budgets, and timelines to drive successful project completion

Supervise project execution guaranteeing alignment with client objectives and expectations.

Track and report on project budgets, milestones, t profitability, and staffing needs.

Track contract expiration dates and draft contractor agreements using a template

Team Leadership :

Lead and mentor account interns, providing clear guidance and support for managing client interactions and project execution.

Host regular team meetings to review project updates, address challenges, and develop actionable solutions.

Represent the client management team in weekly leadership meetings, ensuring effective communication between departments.

Quality Assurance :

Deliver high-quality services to meet or exceed clients expectations and standards.

Ensure all projects are completed on time and within budget.

Monitor and improve net promotor scores by implementing best practices and fostering continuous improvement.

Qualifications :

Education & Experience :

Bachelor's degree in business, marketing, communications, or a related field.

3 years of experience in client services, account management, or a related field.

Preferred experience in digital marketing with a solid understanding of industry trends and practices.

Demonstrated success in building and maintaining client relationships while delivering high impact projects on time and within budget.

Skills :

Skilled at multi-tasking and collaborating as a team player in a fast-paced, dynamic environment.

Strong leadership, team management, and interpersonal skills to foster a high-performing team culture.

Exceptional communication and problem-solving skills with a focus on delivering client-centric solutions.

Proficient in time management, capable of setting priorities and meeting deadlines.

Strategic thinker with the ability to develop and execute long-term plans aligned with client objectives.

Experienced with CRM platforms (e.g., Salesforce, HubSpot, Zoho CRM), project management tools (e.g., Asana, Trello, Monday.com), and Microsoft Office Suite.

Adept at generating and monitoring key project and staffing reports to ensure operation efficiency.

Familiarity with financial software (e.g., QuickBooks, Xero) is an advantage

Work Environment / Physical Demands :

Work is primarily performed in a remote office setting.

Use of standard office equipment (computer, phone, printer / photocopier, etc.).

Sitting for extended periods.

Providing own laptop (both Mac and PCs are acceptable).

Occasional travel within Madison for work-related meetings or events.

To succeed in this job, the individual must perform each essential job responsibility satisfactorily. Reasonable accommodation may be made to enable an individual with disabilities to perform the essential job responsibilities. Job descriptions represent a general outline of job responsibilities and qualifications. They are not intended to be comprehensive in nature. In addition, jobs evolve over time and, therefore, their descriptions may not reflect the precise nature of the position at a given point of time.

Conclusion :

The Client Services Manager is instrumental in driving client satisfaction and delivering exceptional results. By fostering strong client relationships, leading account teams, and overseeing flawless project execution, this role directly fuels company growth and success.

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Remote Client Services Manager - PT in WI, IL

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