EVERNET
Position Overview
The Client Relations & Marketing Associate position is a hybrid role supporting the Accounts Management and Marketing departments at EVERNET. This position serves as the primary internal advocate and first-line communicator for clients following handoff from the Sales team. The role is heavily phone-driven, requiring consistent, proactive outbound and inbound client communication.
This role also supports marketing initiatives based on skills and training and includes responsibility for client-facing billing coordination and education.
Core Requirement: Phone-Based Client Communication (Non-Negotiable)
This role requires daily, consistent phone communication with clients. The employee must be comfortable being the first point of contact for clients via phone. A significant portion of the workday may be spent:
Calling clients proactively Following up on accounts, invoices, and deliverables Scheduling and conducting client meetings
This position is not suitable for candidates who prefer email-only or limited verbal communication. Professional phone presence, confidence, and clarity in client conversations are mandatory. Key Responsibilities Include but are not limited to:
Accounts Management & Client Success
Serve as the primary point of contact for clients after onboarding and sales handoff. Act as an internal advocate for client needs, priorities, and concerns. Conduct proactive outbound phone calls and virtual meetings to maintain strong client relationships. Manage client communications related to account status, deliverables, timelines, and expectations. Handle client complaints or concerns professionally and coordinate resolution with internal teams. Identify upsell, cross-sell, and retention opportunities and communicate them to Sales or Leadership. Maintain accurate client records, notes, and activity logs within CRM and project management systems. Ensure a consistent, high-quality client experience aligned with EVERNET's service standards. Billing & Financial Coordination
Serve as the primary client-facing contact for billing-related questions and concerns. Conduct phone-based invoice follow-ups and payment outreach in coordination with Finance or Operations. Respond to client inquiries regarding invoices, charges, payment schedules, and account balances. Coordinate billing issue resolution, including discrepancies, adjustments, or clarifications. Train clients on billing and payment portals, including live phone or screen-share walkthroughs. Proactively communicate upcoming invoices, payment deadlines, and billing changes. Escalate complex billing issues appropriately while maintaining ownership of client communication. Document all billing interactions and resolutions in CRM and billing systems. Marketing Support & Execution
Support marketing initiatives based on skill set and training, including:
Social media management and content coordination SEO and website intake/sales funnel optimization Website conversion optimization Brand guide creation and enforcement Graphic design review for brand consistency
Collaborate with Marketing on campaign execution and optimization. Provide client-informed feedback to marketing strategy and messaging. Assist with internal documentation and workflow improvements. Qualifications
Demonstrated comfort and confidence with frequent phone-based client communication. Ability and willingness to spend a majority of the workday on calls when required. Strong verbal communication skills and professional phone presence. Experience managing client relationships in a service-based or agency environment preferred. Comfort handling billing-related conversations in a clear, solution-oriented manner. Foundational understanding of digital marketing concepts. Strong organization, documentation, and follow-through. Experience with CRM systems, billing portals, or SaaS platforms preferred. Success Metrics
Client satisfaction and retention Responsiveness and quality of phone-based communication Billing follow-up effectiveness and resolution time Contribution to marketing execution and optimization Internal communication and documentation quality Reporting Structure
Reports to: Accounts Management Lead and Marketing Leadership Works closely with: Sales, Marketing, Finance/Operations, and Web Development teams EVERNET Consulting is a Hartford-based IT & Marketing services company supporting professional services clients across the U.S.-from law firms and financial institutions to healthcare practices and more. We're a small but mighty team that values trust, excellence, and continuous learning.
Why Join Us?
Be part of a tight-knit, supportive, and ambitious team Work with varied clients across industries and geographies Enjoy flexibility and work-life balance Make a real impact in a growing company
Ready to Apply?
If this sounds like your kind of opportunity, send us your resume and complete the short application questionnaire. We're excited to meet you!
Be a relationship builder. Be a trusted advisor. Be awesome-always.
The Client Relations & Marketing Associate position is a hybrid role supporting the Accounts Management and Marketing departments at EVERNET. This position serves as the primary internal advocate and first-line communicator for clients following handoff from the Sales team. The role is heavily phone-driven, requiring consistent, proactive outbound and inbound client communication.
This role also supports marketing initiatives based on skills and training and includes responsibility for client-facing billing coordination and education.
Core Requirement: Phone-Based Client Communication (Non-Negotiable)
This role requires daily, consistent phone communication with clients. The employee must be comfortable being the first point of contact for clients via phone. A significant portion of the workday may be spent:
Calling clients proactively Following up on accounts, invoices, and deliverables Scheduling and conducting client meetings
This position is not suitable for candidates who prefer email-only or limited verbal communication. Professional phone presence, confidence, and clarity in client conversations are mandatory. Key Responsibilities Include but are not limited to:
Accounts Management & Client Success
Serve as the primary point of contact for clients after onboarding and sales handoff. Act as an internal advocate for client needs, priorities, and concerns. Conduct proactive outbound phone calls and virtual meetings to maintain strong client relationships. Manage client communications related to account status, deliverables, timelines, and expectations. Handle client complaints or concerns professionally and coordinate resolution with internal teams. Identify upsell, cross-sell, and retention opportunities and communicate them to Sales or Leadership. Maintain accurate client records, notes, and activity logs within CRM and project management systems. Ensure a consistent, high-quality client experience aligned with EVERNET's service standards. Billing & Financial Coordination
Serve as the primary client-facing contact for billing-related questions and concerns. Conduct phone-based invoice follow-ups and payment outreach in coordination with Finance or Operations. Respond to client inquiries regarding invoices, charges, payment schedules, and account balances. Coordinate billing issue resolution, including discrepancies, adjustments, or clarifications. Train clients on billing and payment portals, including live phone or screen-share walkthroughs. Proactively communicate upcoming invoices, payment deadlines, and billing changes. Escalate complex billing issues appropriately while maintaining ownership of client communication. Document all billing interactions and resolutions in CRM and billing systems. Marketing Support & Execution
Support marketing initiatives based on skill set and training, including:
Social media management and content coordination SEO and website intake/sales funnel optimization Website conversion optimization Brand guide creation and enforcement Graphic design review for brand consistency
Collaborate with Marketing on campaign execution and optimization. Provide client-informed feedback to marketing strategy and messaging. Assist with internal documentation and workflow improvements. Qualifications
Demonstrated comfort and confidence with frequent phone-based client communication. Ability and willingness to spend a majority of the workday on calls when required. Strong verbal communication skills and professional phone presence. Experience managing client relationships in a service-based or agency environment preferred. Comfort handling billing-related conversations in a clear, solution-oriented manner. Foundational understanding of digital marketing concepts. Strong organization, documentation, and follow-through. Experience with CRM systems, billing portals, or SaaS platforms preferred. Success Metrics
Client satisfaction and retention Responsiveness and quality of phone-based communication Billing follow-up effectiveness and resolution time Contribution to marketing execution and optimization Internal communication and documentation quality Reporting Structure
Reports to: Accounts Management Lead and Marketing Leadership Works closely with: Sales, Marketing, Finance/Operations, and Web Development teams EVERNET Consulting is a Hartford-based IT & Marketing services company supporting professional services clients across the U.S.-from law firms and financial institutions to healthcare practices and more. We're a small but mighty team that values trust, excellence, and continuous learning.
Why Join Us?
Be part of a tight-knit, supportive, and ambitious team Work with varied clients across industries and geographies Enjoy flexibility and work-life balance Make a real impact in a growing company
Ready to Apply?
If this sounds like your kind of opportunity, send us your resume and complete the short application questionnaire. We're excited to meet you!
Be a relationship builder. Be a trusted advisor. Be awesome-always.