The purpose of a Customer Relationship Manager is to build relationships with clients to ensure that their needs are met, they are satisfied with the services and/or products provided by the company and any challenges are overcome.
Job Duties
Client Relationship Management
- Effectively maintains and retains existing customers by building long‑term relationships.
- Develop positive relationships with clients.
- Act as point of contact and handle customer’s individual needs.
- Generate new business using existing & potential customer network.
- Builds customer base by meeting with potential clients and educating them on the benefits of our products.
- Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.
- Follow up with clients on issues that have been resolved to ensure that the relationship is dealt with in a professional manner.
- Completes proactive customer “good will” calls.
Project Management
- Liaise with technical on client issues and resolutions.
- Arrange site inspections.
- Arrange demo equipment for testing purposes.
- Put proposals together for clients to correct issues in relation to.
- Meet with clients to discuss issues and how best to resolve these.
- Liaise with Solutions architect on best solutions for clients who wish to cancel based on queries or request from Service Delivery division.
- Ensure that technical and sales meet any obligations they made to clients in meetings.
- Review support tickets and red flag clients that are having continuous problems, in order for technical team to arrange pro‑active meetings before things escalated.
- Get quotes for onsite support that falls out of SLA’s.
- Propose new SLA’s to clients who have frequent tickets, but no SLA in place.
Channel Management
- Meet with Channel partners to work through rules of engagement and current projects.
- Meet with channel partners to discuss forecasts for planning purposes.
Other
- Participates in continued education to learn about new products and improved sales techniques.
- Tracks personal sales statistics and submits them to Sales Manager for period reviews.
- Report on status of accounts & customers.
- Set and track sales account targets, aligned with company objectives.
- General office administration.
- Requirements for Position
- Accuracy in carrying out assignments
- Possesses skills and knowledge to perform the job competently
- Planning, organizing and prioritizing skills
- Holds self‑accountable for assigned responsibilities; sees tasks through to completion in a timely manner
- Proficiency at improving work methods and procedures as a means toward greater efficiency
- Communicates effectively with superior, peers and clients
- Ability to work independently
- Ability to work co‑operatively with supervision or