Client Relationship Associate

Crosssafety; Ontario; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading company in health and safety services is seeking a Client Relationship Associate to enhance client engagement and support business growth. The role involves managing client relationships, scheduling meetings, and assisting with marketing initiatives. Ideal candidates will have a background in marketing or communications, along with strong organizational and communication skills.

Qualifications

• Minimum 2 years in client-facing, sales support, or marketing roles.
• Experience preferably in professional services or health and safety sectors.

Responsibilities

• Manage and execute the Client Relationship Management Plan.
• Schedule meetings and conduct satisfaction surveys.
• Assist with marketing campaigns and CRM data.

Skills

Organizational Skills

Interpersonal Skills

Communication Skills

Attention to Detail

Customer Focus

Education

Post-secondary education in Marketing

Post-secondary education in Communications

Tools

Microsoft Office

CRM

Job description

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About Us

CrossSafety, with over two hundred personnel across Canada, USA, and Mexico, is one of North America’s largest specialty health and safety services companies. We offer HSE consulting, engineering, training, outsourced personnel, and project support services to a wide range of clients. Our core values are Integrity, Commitment, Inclusion, Excellence, Respect, and Accountability. Visit us at www.crosssafety.ca.

Location and Compensation

Compensation based on experience

Looking to be part of a dynamic team?

Position Summary

The Client Relationship Associate (CRA) manages and executes the firm's Client Relationship Management Plan, including overseeing the Client Contact Plan and Client Appreciation Program for several hundred clients. The CRA ensures proactive engagement, schedules meetings, conducts satisfaction surveys, and supports marketing and sales initiatives to strengthen client relationships and support business growth.

Key Responsibilities

Maintain and execute the plan based on client tiers.

• Schedule meetings and calls for account managers and sales reps.
• Monitor contact activities and report on engagement.

Manage activities including gratuities and events.

• Maintain calendars and checklists for timely execution.
• Client Satisfaction Surveys

Design, distribute, and analyze surveys.

• Report findings and recommend improvements.

Ensure accurate classification and updates based on client data.

• Sales and Marketing Support

Assist with marketing campaigns, CRM data, and client reports.

Qualifications

• Post-secondary education in Marketing, Communications, or related field.
• Minimum 2 years in client-facing, sales support, or marketing roles, preferably in professional services or health and safety sectors.

Skills and Competencies

• Strong organizational and scheduling skills.
• Excellent interpersonal and communication skills.
• Proficiency in Microsoft Office; CRM familiarity is a plus.
• Ability to prioritize in a fast-paced environment.
• High attention to detail and follow-up skills.
• Customer-focused mindset.

Performance Metrics

• Compliance with contact plan targets.
• Timely appreciation activities.
• Client satisfaction survey response and scores.
• Accuracy of client records and tiers.
• Responsiveness and support for marketing / sales.

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