Hybrid Client Portfolio Lead

conserviceinternal; Utah; Hybrid; USD 22,000 - 31,000; Full time

Job summary

Conservice is seeking a Client Portfolio Manager who will be the primary contact for clients, combining analytical problem-solving with expert relationship management. The role supports effective communication via phone and email and requires coordination with Account Managers to meet service expectations.

The ideal candidate will balance workload, monitor client issues, and collaborate on process improvements.

Qualifications

• Direct customer contact experience preferred.
• Intermediate skill with Microsoft Excel, Word, Google Services, and Conservice software.
• 6 months with the company preferred - with a thorough knowledge of Synergy and Conservice processes

Responsibilities

• Serve as the primary client contact, communicating effectively via phone and email.
• Develop beneficial, long-lasting client relationships, ensuring high satisfaction.
• Expertly communicate cause-and-effect explanations to clients regarding their concerns.
• Collaborate closely with Account Managers to ensure all client needs and service expectations are consistently met.
• Lead or participate in regularly scheduled client calls to review performance and address issues.
• Strategically organize and prioritize your workload by filtering incoming communications based on urgency and impact.
• Monitor client issue trends and propose system improvements to enhance service delivery.
• Strategically delegate and follow up on client issues with internal teams to ensure prompt and accurate resolution.
• Work with all internal teams to ensure a smooth and efficient bill payment and utility management process.
• Communicate challenges to leadership and clients to brainstorm and implement solutions.
• Identify and correct data accuracy issues throughout the bill payment process.
• Compile routine and customized client reports using company software, including collaborating with the IT department for specialized requests.
• Perform various data entry and maintenance tasks within company software to ensure client portfolio integrity.

Skills

Analytical thinking

Client relationship management

Communication

Tools

Microsoft Excel

Microsoft Word

Google Services

Conservice software

Synergy

Job description

Conservice is seeking a Client Portfolio Manager who will be the primary contact for clients, combining analytical problem-solving with expert relationship management. The role supports effective communication via phone and email and requires coordination with Account Managers to meet service expectations.

The ideal candidate will balance workload, monitor client issues, and collaborate on process improvements.