Demo

Client Relations - Account/Relationship Manager

The CLASS Consulting Group
Santa Clara, CA Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/8/2025

Client Relations - Account / Relationship Manager

Remote, United States

  • Volunteering / Non-Profit

About Us :

The Class Consulting Group is a boutique management consulting firm headquartered in SFO-Bay Area that provides consulting services to senior management and Board of Directors of nonprofit / philanthropic organizations. It also offers community leadership opportunities to professionals. CLASS collaborates with its clients - the Non-Profit Organizations to help them realize their mission and create tangible value. CLASS offers business consulting services in Marketing, Strategy, Human Resources / Organization, Finance and IT.

We are looking for motivated and committed individuals to join our volunteer-driven teams.

Position Type : Volunteering (All volunteering positions at The Class Consulting Group are unpaid).

Location : Remote

Specific Responsibilities :

  • Responsible for cultivating client relationships with one / more client / s and securing repeat business from existing clients.
  • Work closely with the project team throughout project delivery to ensure client needs are fulfilled.
  • In collaboration with BCS team, assess project impact at predefined intervals (6 months and 1 year after project completion)
  • Manage and provide leadership to the Client Management team.
  • Engage regularly with existing clients to create awareness about other services CLASS can offer.
  • Maintain Salesforce (CRM Database) on all client management activities.
  • Run and review client satisfaction surveys
  • Represent CLASS at various Nonprofit Organizations related events
  • General Responsibilities :

  • Presiding over the meetings and agenda of the team as well as tracking projects and ongoing activities.
  • Implementing KPIs and progress of strategic projects and presenting management reports to the board.
  • Successfully implementing resource allocation and volunteer engagement activities along with Director & HR
  • Fostering appropriate communications and leveraging resources within the team and with other teams.
  • Promoting volunteer engagement within the CR Team and across the broader CLASS Group.
  • Requirements :

    Education Qualification & Experience

  • BA / BS / MBA Business or Marketing with 3-5 years of experience in Client Management.
  • Experience with Salesforce / HubSpot or any CRM database preferred.
  • Skills / Abilities

  • Good management skills
  • Work collaboratively and efficaciously as a team member.
  • Effective communication skills and strong business acumen.
  • Commitment

  • Minimum 1 year of commitment for the unpaid / pro-bono position.
  • Attend Weekly Meetings : Virtual [MS Teams]
  • Time : Minimum 5 hours per week (excluding meeting time).
  • Benefits :

  • Leadership development opportunities.
  • Networking opportunities.
  • An opportunity to give back to the community
  • The CLASS Consulting Group believes in equal opportunity and considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.

    Human Resources Team

    The Class Consulting Group

    1250 Oakmead Pkwy, Suite 210

    Sunnyvale, CA 94085-4037

    Email : hr@theclassconsultinggroup.org

    Website : www.theclass.org

    Creating social DNA for a better world,

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