Client Success & CRM Manager, Financial Services

Horizon Summit Inc.; Fort Worth (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Horizon Summit Inc. in Fort Worth, TX is hiring a full-time Account Manager to manage and grow client relationships, delivering comprehensive financial solutions and data-driven insights.

Your daily tasks include developing strategies to enhance client satisfaction and retention, maintaining and improving service quality, and collaborating with sales and support teams for seamless interactions and problem resolution.

Qualifications

• Bachelor's degree in a related field required.
• At least two years of experience in a similar role.
• Strong English communication and problem-solving skills.

Responsibilities

• Develop and implement strategies to enhance client satisfaction and retention.
• Maintain and improve the quality of service delivered to clients.
• Collaborate with sales and support teams to ensure seamless client interactions and effective problem resolution.

Skills

Client relationships

Account management

CRM systems

Negotiation

Communication

Problem solving

Education

Bachelor's degree

Tools

Excel

SQL

CRM software

Job description

Horizon Summit Inc. in Fort Worth, TX is hiring a full-time Account Manager to manage and grow client relationships, delivering comprehensive financial solutions and data-driven insights.

Your daily tasks include developing strategies to enhance client satisfaction and retention, maintaining and improving service quality, and collaborating with sales and support teams for seamless interactions and problem resolution.