Client Relationship Manager

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Greet new clients once engagement agreements have been finalized.

• Clarify onboarding requirements and outline subsequent steps.

• Provide assistance to clients with onboarding forms and questionnaires.

• Oversee the onboarding process to ensure progress.

• Facilitate a seamless transition from sales to production.

• Request essential documents from clients.

• Follow up on any missing information.

• Monitor deadlines for document collection.

• Keep track of the document collection status within the CRM.

• Ensure that internal teams receive comprehensive information.

• Identify any project delays and obstacles.

• Communicate with clients regarding any missing items.

• Collaborate with internal teams to eliminate obstacles.

• Organize and coordinate meetings between clients and team members.

• Maintain precise client records.

• Update project statuses regularly.

• Document client communications thoroughly.

• Keep track of open tasks and necessary follow-ups.

• Act as a reliable point of contact for clients.

• Address client inquiries with professionalism.

• Provide updates on project status.

⛳️ Requirements

• At least 3 years of experience in client services, customer success, account management, client relations, executive assistance, administrative coordination, or project coordination.

• Proficient in spoken and written English.

• Exceptional organizational, communication, and multitasking abilities.

• Familiarity with CRM systems and scheduling tools.

• Capability to work independently in a remote setting while supporting U.S.-based clients.

🏝️ Benefits

• Reliable high-speed internet.

• Professional home office setup.

• Backup power and internet solutions preferred.