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Client Relationship Manager

First Onsite, Fullerton, CA, USA

Pay: 60.000 - 80.000

Job type: Full Time


Client Relationship Manager
As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success.

Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information.

Responsibilities

Deliver exceptional customer experience with a strong client focus

Support and collaborate with the sales team, including National and Regional members

Participate in client meetings and assist with proposals and RFPs

Ensure Salesforce (CRM) data is accurate and up to date

Partner with Marketing to maintain brand consistency in presentations and materials

Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics)

Travel up to 10%, including overnight and extended disaster site assignments as needed

Experience & Education

Minimum of three years of experience in an administrative or sales support role

Proficient with various technologies such as the Microsoft Office suite and Salesforce

Restoration industry experience, preferred

Bachelor's degree, preferred

First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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