Client Success & Relations Manager - Hybrid

Conservice LLC; Logan (UT); Hybrid; USD 27,000 - 32,000; Full time

Job summary

Conservice LLC is seeking a Client Portfolio Manager to act as the main client contact, blending analytical problem-solving with expert relationship management. The role emphasizes independent time management and proactive issue resolution, including client calls, reporting, and process improvements.

In-office or hybrid work is available, with partial remote options. Excellent communication, organization, and a client-focused mindset are essential for success in this dynamic environment.

Qualifications

• Ability to explain complex ideas clearly, both verbally and in writing.
• Able to prioritize important and urgent work to meet deadlines.
• Ability to solve a range of issues from routine to complex.
• Capable of independent analysis and reasoning for decisions.
• Desire to form long-lasting relationships with clients and account managers.
• Remain positive and productive under pressure and receptive to feedback.

Responsibilities

• Serve as the primary client contact, communicating effectively via phone and email.
• Develop long-lasting client relationships and ensure high satisfaction.
• Explain causes and effects to clients regarding their concerns.
• Collaborate with Account Managers to meet service expectations.
• Lead or participate in regular client calls to review performance.
• Organize and prioritize workload by urgency and impact.
• Monitor client issue trends and propose system improvements.
• Delegate and follow up on client issues with internal teams.
• Work with all teams to ensure smooth bill payment and utility management.
• Communicate challenges to leadership and clients to brainstorm solutions.
• Identify data accuracy issues in the billing process.
• Compile routine and custom client reports with IT support.
• Perform data entry and maintenance to ensure portfolio integrity.

Skills

Client communication

Relationship management

Analytical thinking

Time management

Prioritization

Independent decision making

Data interpretation

Tools

Microsoft Excel

Microsoft Word

Google Services

Conservice software

Job description

Conservice LLC is seeking a Client Portfolio Manager to act as the main client contact, blending analytical problem-solving with expert relationship management. The role emphasizes independent time management and proactive issue resolution, including client calls, reporting, and process improvements.

In-office or hybrid work is available, with partial remote options. Excellent communication, organization, and a client-focused mindset are essential for success in this dynamic environment.