Customer relationship

ERI
Fresno, CA Full Time
POSTED ON 5/18/2024

Job Summary

The Senior Client Relationship Manager will work alongside key sales team executives and report directly to the Director of Client Relations.

This team member will manage large high-profile customer accounts to ensure ERI is meeting all service level requirements.

The Senior Client Relationship Manager will also provide guidance and workflow management to the Client Relationship Assistants.

This is a client facing position, requiring attention to detail for ERI’s key strategic accounts.

Duties, Functions and Responsibilities

The following duties are illustrative and not exhaustive.

  • Prepare and present Quarterly Business Review’s (QBRs)
  • Complete Client Information Form (CIF) including obtaining all billing information, collection sites, etc. from the client.
  • Liaison between field and operations, checking on status of jobs, etc. working with Sales Support
  • Suggest, guide, and grow accounts to increase revenue, efficiency, and stickiness on behalf of the assigned National Account Executive
  • Customer interaction on maintenance of account
  • Billing issues
  • Reporting requests
  • Logistics issues

Minimum Qualifications

  • BA degree in business, finance, accounting or other relevant major preferred

Required Abilities, Knowledge, and Skills

  • Ability to us Microsoft Office Suite (Excel, PowerPoint, Word, and Outlook)
  • Strong verbal and communication skills
  • Organized and able to handle and prioritize multiple initiatives at once
  • Ability to learn and develop in-depth knowledge in proprietary software and systems
  • Last updated : 2024-05-18

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