Client Engagement Manager

Client Communication

• Respond to client inquiries promptly via email, phone, or in-person meetings.
• Schedule and conduct regular check-ins to discuss client needs and gather feedback.
• Ensure timely resolution of client issues; escalate concerns as necessary.

Relationship Management

• Build and maintain strong, long-lasting relationships with clients.
• Develop an understanding of client business goals to provide tailored solutions.
• Monitor client satisfaction and address concerns to maintain high service levels.

Sales and Business Development

• Identify and pursue new business opportunities within existing accounts.
• Prepare and present proposals or statements of work for additional services or products.
• Negotiate contracts and close sales, meeting or exceeding set targets.

Collaboration with Internal Teams

• Work closely with sales, marketing, product, and support teams to meet client needs.
• Share client feedback to drive product and service enhancements.
• Ensure effective coordination to resolve client issues quickly.

Reporting and Analysis

• Maintain accurate records of client interactions and sales activities in CRM systems.
• Generate regular reports on account status and key performance metrics.
• Analyze client data to identify trends, risks, and opportunities for upselling or cross-selling.

Strategic Planning

• Develop account plans aligned with client and company objectives.
• Participate in strategic meetings to support client growth and retention.
• Stay informed about industry trends and competitor activities to provide strategic advice.

Client Engagement and Thought Leadership

• Proactively invite clients to webinars and company events.

• Provide thought leadership to keep clients informed and engaged.

Preferred Qualifications

• Bachelor's degree in Business, Communications, Technology, or related field (or equivalent experience).
• 5+ years' experience in account management, client engagement, customer success, or a related role, preferably in a technology environment.
• Strong interpersonal and communication skills, both written and verbal.
• Demonstrated ability to build and maintain client relationships.
• Experience in sales, business development, or contract negotiation.
• Proficiency with CRM systems and Microsoft Office Suite.
• Analytical skills to interpret client data and develop actionable insights.
• Ability to collaborate effectively across teams.
• Solution-oriented with strong problem-solving capabilities.

• Organized, detail-oriented, and able to manage multiple priorities.

Minimum Qualifications Required

• High School Diploma (or GED)
• Must have and preserve required licenses
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing with all levels of an organization, both internally and externally
• Ability to travel as required by business

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