Client Manager

Buyers Edge Platform; United States; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Benefits from day one (medical, dental

401(k) with company match

Flexible PTO

Job summary

Source1, a Buyers Edge Platform DPN brand, seeks a Client Manager to drive revenue by expanding programs across existing accounts. You will work closely with the Sales team, acting as the primary client liaison, conducting regular reviews, and ensuring proactive communication with stakeholders.

Required are English/Spanish bilingual skills, 4-year degree preferred, and proficiency in Microsoft Office and CRM systems. Travel up to 10% is expected; excellent interpersonal skills are essential.

Qualifications

• 4-year Bachelor's or Associate's degree preferred.
• Customer service and sales calling experience.
• Bilingual in English and Spanish (spoken and written) required.
• Microsoft Office proficiency (Excel, Word, Outlook, Teams, PowerPoint).
• Salesforce or other CRM experience.

Responsibilities

• Manage new and current accounts to add revenue by introducing new programs.
• Collaborate with Sales team to service clients and upsell opportunities.
• Conduct weekly, monthly, and quarterly meetings with clients; communicate updates and needs.
• Be the primary client contact within Source1; coordinate with internal departments.
• Log all activities in CRM and ensure client data accuracy.
• Travel up to 10% to meet clients and drive relationships.

Education

Bachelor's or Associate's degree preferred

Tools

Microsoft Office

CRM (Salesforce)

Job description

A Client Manager will be responsible for managing new and current accounts. This role will work closely with clients to add additional account revenue by adding new programs. The position will manage accounts in conjunction with the Sales team and be a key piece in a team-driven culture. This position requires high energy and strong interpersonal skills, as communication within the team and with clients is crucial.

Who we are:

Source1, a Buyers Edge Platform DPN brand, is a leading data and technology company specializing in hospitality procurement. Source1 delivers innovative strategies, flexible supply chain management, and tailored services designed to help hospitality operators optimize costs and improve efficiency. Our commitment to hospitality success is reflected in the value we bring—exclusive access to nationally contracted pricing on essential supplies and services, dedicated account management, and integrated data and technology solutions that simplify purchasing and drive profitability. At Source1, every solution is customized to deliver measurable results, enhance visibility, and unlock greater savings potential for hospitality operators. At the heart of our work is a culture built on a passion for collaboration, technology, and helping foodservice business succeed.

We are unable to offer work sponsorship for this role.

Your impact:

• Minimum of 50 daily client outreaches (calls, emails, campaigns, etc.)
• Establish and deepen client relationships by understanding their business objectives and providing exemplary support as their primary contact within Source1
• Conduct weekly, monthly, and quarterly meetings with clients on updates, information, concerns, and new opportunities
• Serve as the client’s voice within Source1
• Keep organized for both the internal team, as well as the needs of the clients
• Proactively anticipate customer needs and identify any potential issues. Create recommendations and facilitate action for resolution
• Identify opportunities for potential upsell
• Organize and conduct onboarding of clients
• Work together with VP of Client Relations to build and maintain client relationships
• Proactively keep relevant stakeholders informed of key updates, decisions, and developments to support alignment and timely action
• Organize, schedule, prepare and conduct business reviews on a quarterly basis
• Maintain timely follow-up for any client requests
• Log all activities, communication, and client data updated internal and external within the CRM systems and databases
• Market new programs and services to clients
• Provide frequent updates on project progress
• Must be comfortable being the point person for the client and internal departments
• Have a full understanding of Source1 interaction with Platform brands
• Work with other departments in driving additional revenue through direct manufacturer programs
• Be available to travel to visit clients face to face
• Facilitate customer portals

About you:

• 4-year Bachelors’ or Associate's degree preferred
• Customer service and sales calling experience
• Hospitality experience is a plus
• Bilingual in English and Spanish (spoken and written), required
• Microsoft Office (Excel, Word, Outlook, Teams, PowerPoint) proficiency
• Salesforce or other CRM experience
• Strong interpersonal and verbal and written communication skills
• A strong sense of urgency
• Strong ability to adapt to change
• Travel Required: Ability to travel up to 10% of the time
• Physical Requirements: Prolonged periods of sitting at a desk and working on a computer
• Valid, unrestricted driver’s license with the ability to rent a car

Not sure you meet every qualification? Studies show that diverse applicants often hesitation to apply unless they check every box. At Buyers Edge Platform, we value authenticity and inclusion—if you're excited about the role, we encourage you to apply. You might be exactly who we’re looking for!

What's in this for you:

• Great benefits from day one. We offer medical, dental, vision, FSA, company-paid life insurance, and more—plus a 401(k) with company match.
• Grow with us. Enjoy strong training, development, and competitive pay.
• Work-life balance. Our flexible PTO policy lets you take time when you need it—no accrual required.