Client Relations Manager Job Description Template

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Client Relations Manager Job Description Template


Job Brief

We are looking for a Client Relations Manager to create and nurture long-term relationships with customers. You will resolve any issues that arise to ensure customers are satisfied with our services.

In this role, you should be an excellent communicator who’s able to grasp customer needs and brainstorm ways to fulfill them. If you also have a background in customer service and knowledge of our industry, we’d like to meet you.

Your goal will be to help us safeguard our revenue and retain our customers.


  • Build relationships with key employees among customers
  • Create plans to address clients’ business needs
  • Advise clients on creating profitable processes
  • Schedule regular meetings with customers to ensure they are satisfied
  • Act as point of contact for complaints and escalate issues as appropriate
  • Help sales team up-sell or cross-sell services and products
  • Ensure both the company and clients adhere to contract terms
  • Study competition to find new ways to retain customers
  • Set sales and revenue targets and work diligently to meet them
  • Collaborate with internal teams (e.g. sales, engineers, senior management) to address customers’ needs


  • Proven experience as a Client Relations Manager or Relationship Manager
  • Proven track record of meeting and exceeding targets
  • Background in customer service; industry knowledge is a plus
  • Experience tracking relevant KPIs (e.g. customer satisfaction)
  • Proficient in MS Office, with working knowledge of CRM platforms (e.g. Salesforce)
  • A customer-oriented attitude
  • Excellent communication and negotiation skills
  • Problem-solving aptitude
  • Ability to work well with a team
  • BSc/BA in Business Administration, Marketing or a related field

What does Client Relations Manager do?

A Client Relations Manager is responsible for building and maintaining strong relationships with clients. On a day-to-day basis, their tasks may include:

  1. Communication: Regularly communicating with clients to understand their needs, address concerns, and provide updates. This may involve phone calls, emails, or in-person meetings.

  2. Relationship Management: Developing and nurturing relationships with clients to foster trust and loyalty. This can involve arranging client events or meetings to enhance the relationship.

  3. Account Management: Managing client accounts, including tracking client interactions, monitoring client satisfaction levels, and identifying opportunities for upselling or cross-selling additional products or services.

  4. Problem-solving: Resolving client issues or conflicts by investigating problems, finding solutions, and ensuring timely and satisfactory resolution.

  5. Customer Support: Providing exceptional customer support by addressing client inquiries, complaints, or technical issues.

  6. Client Feedback: Collecting client feedback and incorporating it into company operations and strategies to enhance client satisfaction and improve service delivery.

  7. Collaborating with Internal Teams: Liaising between clients and internal teams or departments to ensure effective communication and coordination in meeting client expectations.

  8. Providing Reports: Preparing reports on client satisfaction, retention, and other relevant metrics to management for evaluation and decision-making.

  9. Upskilling and Knowledge Enhancement: Staying up-to-date with industry trends, company products or services, and client-related information to better serve clients.

  10. Administrative Tasks: Maintaining client databases, organizing client files, and ensuring accurate record-keeping.

Overall, a Client Relations Manager aims to ensure that clients have a positive experience with the company and that their needs are met efficiently and effectively.

Client Relations Manager Job Description Examples

Client Relationship Manager• Pinnacle Performance Company

The Client Relationship Manager will be responsible for managing and cultivating Pinnacle’s relationships with our active and pending client accounts. Seeking an individual who is motivated and self-driven, with a passion for customer service, project management and collaboration. Remote position, with occasional onsite team meetings (typically in the Chicago, IL area) along with potential trav...

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Client Relationship Manager (Remote)• Human Interest

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

Nearly half of all working Americans are not saving enough for their future. Too often it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer...

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Client Relationship Manager• Strive2Move

WHY JOIN OUR TEAM?• We are a group of positive, friendly people who care about our clients and fellow team members• We are truly building a world-class team and provide exceptional customer service to our clients...• We train weekly and support growth to ensure each team member is successful in their role

Do you enjoy speaking and connecting with people? Do you have a passion for health and...

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Client Relationship Manager• iN2L

The Opportunity: Client Relationship Manager

The Client Relationship Manager reports to the Manager of Client Success. This candidate is responsible for cultivating relationships and becoming the ultimate trusted advisor of our top tier of clients and is responsible for overall health and satisfaction of the account. The successful candidate will be a key player in driving retention and growth...

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