I. Position SummaryThe Client Relationship Manager acts as an advocate for the client within the organization and a representative of the company to the client. This role is crucial for ensuring client needs are consistently met, service delivery is high-quality, and the business relationship remains profitable and enduring.II. Key ResponsibilitiesA. Relationship Development and RetentionPrimary Contact: Serve as the lead point of contact for all matters specific to assigned clients, building strong, long-lasting relationships based on trust and mutual understanding.Client Needs Analysis: Deeply understand client objectives, strategic plans, and operational needs to better position company products/services.Proactive Engagement: Schedule regular meetings and check-ins (virtual and in-person) with key client stakeholders to review performance, gather feedback, and address concerns before they escalate.Conflict Resolution: Quickly and effectively handle difficult client requests or escalated issues, coordinating with internal teams to provide timely and satisfactory solutions.B. Account Growth and StrategyStrategic Planning: Develop and execute strategic account plans aimed at maximizing client value, retention, and loyalty.Upselling & Cross-selling: Identify and pursue new sales opportunities within existing accounts by introducing additional products, services, or upgrades.Negotiation: Negotiate contracts and agreements to maximize profit while maintaining client satisfaction.Forecasting: Assist in forecasting revenue from existing clients and tracking key account metrics.C. Internal Coordination and ReportingInternal Liaison: Coordinate with various internal departments (e.g., Sales, Product, Service Delivery, Finance) to ensure consistent service levels and that client expectations are met.Reporting: Prepare detailed reports on account status, client health metrics (e.g., churn risk, satisfaction scores), and project progress for management.Documentation: Maintain accurate, up-to-date records of all client communications, activity, and account status in the CRM system.