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Client Relationship Manager
This role focuses on client satisfaction and client retention to build loyalty, while overseeing operations.
Day to Day Duties :
Build and maintain long-term relationships with clients.
Oversee client milestone Monitor the 30,60,90 day progress of the client
Milestone Milestone Operations Brand Management
Verify pain points are resolved, discover ongoing pain points
Lead retention efforts by providing proposals, negotiating contracts, and pitching upgrades or upsells as needed.
Monitor Customer Satisfaction by ensuring that clients answer quarterly surveys.
Recommend improvements to clients' strategy.
Ensures that client requirements are met and tasks to fulfill clients contracts are completed respective of timelines.
Lead your team to drive strategy and pitch new and innovative ideas.
Must make daily social posts (2 hours per week). The link to the social post is to be posted in Slack.
Run a weekly podcast (1 hour per week) or join a partner's podcast. This can also be supplemented with recorded video.
Be intimately familiar with clients' business, competition, and marketing objectives in order to define business problems and apply insights clearly.
Regularly monitor and report on clients' performance and ensure goals are met.
Perform Account Audits and Onboarding Audits Checklist
Complete Board Review check every other week.
Review the following :
Design Tiers are being met and have in progress work.
Client Board has sufficient amount of work being done in each Mother Sections (SEO, Troubleshooting, Designs, Images, Copy, Catalog, Etc).
Tasks are being completed in a reasonable amount of time (Utilize Completed Tasks filter).
Tasks are having actions complete and not continuously pushed back.
Brand Manager is progressing on Milestone Tasks.
For any callouts needed to be made, inform your Brand Manager and leave a task on their client board to complete or delegate.
Roles & Responsibilities
ClickUp Profiles are consistently getting updated correctly
Ensure the onboarding process is seamless
Ensure the offboarding process is seamlessly documented and centralized
Ensure the team completes training videos when released
Responsible for the operation of completing Amazon Audits
Responsible for the operation of the Amazon Assist Desk
Ensure Amazon PODs understand their churn every month.
Establish clear communication between Account Managers and clients
KPIs
90% of Amazon Clients need to hit 100% of their ad spend budget
Less than 7.5% churn per month for entire Amazon department district 1
90% of Audits get completed and followed up within 5 business days
30% of our Active Clients have left a review on Google
30% of clients are billed for bonuses.
95% of clients successfully launch within 7 business days of starting with us (Onboarding Call with client, strategy session, internal onboarding call with team, Tasks are assigned)
1 case studies every quarter
Less than 20% of client offboarding is negative feedback