Client Relationship Manager

First Onsite Property Restoration; Carrollton (TX); On-site; USD 60,000 - 75,000; Full time

Job summary

First Onsite Property Restoration in Texas is seeking a Client Relationship Manager to support the National Sales team, oversee client onboarding, and organize data for marketing plans and sales reporting. You will collaborate with the sales, marketing, and RFP teams to ensure branding consistency in all materials and events.

You will update Salesforce, manage client portals, and support travel up to 10% for disaster-site assignments, ensuring exceptional customer experiences and seamless

Qualifications

• Minimum of three years of experience in an administrative or sales support role.
• Proficient with the Microsoft Office suite and Salesforce.
• 3+ years of Restoration industry experience, preferred.

Responsibilities

• Deliver exceptional customer experience with a strong client focus
• Promptly address customer needs and elevate 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 focus

Administrative support

Team collaboration

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 elevate 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.

Salary: $60000 - $75000 per year