Strategic Client Success & Relationship Manager

Transitions Group; Hyannis (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

Transitions Group in Hyannis, MA is seeking an Account Manager who will serve as a strategic advisor, advocate for clients, and build ongoing relationships with key decision-makers to ensure projects align with client goals.

You will coordinate with outside sales, manage quotes and orders, respond promptly to inquiries, and monitor client satisfaction to drive retention and growth. This role emphasizes proactive outreach and effective communication across teams.

Responsibilities

• Proactively manage client relationships for sales, services, projects, and opportunities.
• Serve as the client’s point person for assigned accounts by working jointly with the Outside Sales rep on new client hand-offs and managing service project requests.
• Proactively work to develop strong relationships with the key client decision-makers.
• Gather client feedback and provide it to internal departments to enhance the quality of service as well as recommendations to add products or services.
• Ensure clients’ needs and requests are satisfied on a timely basis.
• Prepare for client discussions by understanding a client’s business, key decision makers, and current product or solution gaps before conducting unique touches or a formal business review.
• Conduct business review sequences based on defined account segments to evaluate clients’ business needs and translate those needs into solutions.
• Oversee the development of project and product quotes, pricing, and availability by working with internal teams to provide complete information to provide the client with an accurate and timely estimate or quote.
• Promptly respond to calls and emails from clients, including answering questions, problem-solving, and escalation with proper resources.
• Inform management of client retention risk through the CODE RED program and develop a client cure plan with the services team.
• Accurate and timely submission of internal reports and required paperwork to management as directed.
• As appropriate, identify 'raving fans', solicit referrals, and identify TCP case studies for marketing.
• Attend weekly meetings and training as defined by the manager.

Job description

Transitions Group in Hyannis, MA is seeking an Account Manager who will serve as a strategic advisor, advocate for clients, and build ongoing relationships with key decision-makers to ensure projects align with client goals.

You will coordinate with outside sales, manage quotes and orders, respond promptly to inquiries, and monitor client satisfaction to drive retention and growth. This role emphasizes proactive outreach and effective communication across teams.