Client Relationship Manager

FIRST ONSITE, LLC; Carrollton (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

First Onsite, LLC is seeking a Client Relationship Manager to support our National Sales team with onboarding, data preparation for marketing plans, sales reporting, and a range of administrative duties that keep operations running smoothly.

You will collaborate with National and Regional Sales, ensure Salesforce CRM data accuracy, assist with proposals and RFPs, and help maintain brand consistency across presentations, collateral, and events while delivering exceptional customer experiences.

Qualifications

• Three years of experience in an administrative or sales support role.
• Proficient with Microsoft Office suite and Salesforce.
• 3+ years of Restoration industry experience, preferred.
• Bachelor's degree, preferred.

Responsibilities

• Deliver exceptional customer experience with a strong client focus.
• Promptly address customer needs and escalated issues quickly.
• Support and collaborate with the sales team, including National and Regional members to ensure a cohesive sales environment.
• Participate in client meetings and assist with proposals and RFPs.
• Ensure Salesforce (CRM) data is accurate and up to date.
• Partner with Marketing to maintain brand consistency in presentations, collateral, and events.
• Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics).
• Travel up to 10%, including overnight and extended disaster site assignments as needed.

Skills

Client relationship management

Sales support

Customer service

Data entry

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

A Day in the Life of a Client Relationship Manager

As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success.

Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information.

Responsibilities

• Deliver exceptional customer experience with a strong client focus
• Promptly address customer needs and escalap issues quickly
• Support and collaborate with the sales team, including National and Regional members to ensure a cohesive sales environment
• Participate in client meetings and assist with proposals and RFPs
• Ensure Salesforce (CRM) data is accurate and up to date
• Partner with Marketing to maintain brand consistency in presentations, collateral, and events
• Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics)
• Travel up to 10%, including overnight and extended disaster site assignments as needed

Experience & Education

• Minimum of three years of experience in an administrative or sales support role
• Proficient with various technologies such as the Microsoft Office suite and Salesforce
• 3+ years of Restoration industry experience, preferred
• Bachelor's degree, preferred

First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.