Client Manager

Requirements

• Strong communication, project management, and time-management skills

• Experience in a professional service organization (law firm, medical practice, nonprofit, etc.) and/or management consultancy strongly preferred

• Familiarity and willingness to use company systems including Microsoft Office Suite and Google Workspace applications as well as project management software.

• Preference for experience using a CRM

• Strong people skills, punctuated by living out the CSR values of tenacity, versatility, caring, and openness in both client and internal relationships

• A high degree of professionalism and responsiveness

• Reliable transportation and availability to commute to client meetings*

• Reliable technology (including high-speed internet and reliable audio/visual) for virtual meetings and presentations

Responsibilities

• Work closely with CSR Principal to hone client management, business, and networking skills

• Work closely with client firms to grow their organization and help them achieve their personal and professional dreams

• Skillfully manage client relationships to ensure existing clients are retained

• Advise and consult with clients on strategy, operations, finance, HR, and other areas of business

• Collaborate with a member of the Client Services Associate team to create project plans for client objectives

• Standardize and streamline client business functions

• Internally update and report out on current activities

• Prospect and network for potential consultants/employees of CSR

• Attend periodic 1x1 meetings with Principal

Because of the critical nature of engagements, it is expected that the consultant will be timely in monitoring and answering of both client and intra-CSR communications (i.e., phone messages, calls, e-mails, Google chat, texts, etc.). A sense of urgency is a vital component of the CSR service offering with a premium being placed on attention to detail that conveys CSR’s core values.

As appropriate and desired by the consultant - additional compensation can be earned by successful execution of these skills to bring on new clients:

Sales and Marketing

• Targeting and researching new business prospects

• Meeting/prospecting

• Direct marketing

• Build prospects/contacts through existing clients

• Peer to peer networking

• Develop/add to existing and maintain a prime prospect list

• Regularly update CSR’s CRM program with client and prospect information, notes, future opportunities, regular, updated sales reports, etc.

• Manage/maintain regular contact with companies on the prospect list

• Create opportunities to pitch new accounts

• Understand the business and marketing challenges of key prospects

• Develop sales strategies for key prospects

• Coordinate presentation/sales pitch approaches

Supervisor: Principal

Contractor Title: Client Manager

Type: Independent Contractor

Compensation

Commensurate with levels of engagement per account. Percentages of a client's fees are available for sourcing a client, managing the relationship, and completing the project work (“finding-minding-grinding”). Accounts that are sourced by the firm are assigned at the Principal's discretion, according to the consultant's capabilities. Assigned opportunities scale with the consultant’s demonstrated performance.

Email recruiting@expertiseinresults.com if you have any questions.

*While many client engagements are virtual arrangements, and we have Client Managers in the US as well as internationally, there are occasions which warrant in-person attendance.