Client Success Manager (Remote)

Essential Duties and Responsibilities

• Including, but not limited to the following:
• Establish, develop, and maintain accounts and processes to ensure quality of client servicing is of the highest possible standard
• Generate additional business or leads with current clients by obtaining referrals
• Effectively manage accounts through the recruitment process via introductory calls, biweekly calls and formal project reviews
• Ensure client adoption of processes, usage of client portal, and management of A/R collection
• Assist production staff with any client issues or processes with existing clientele
• Maintain and drive additional business with current accounts through strategic account development and client relationships
• Create and generate references (live or in the form of a reference letter)
• Identify opportunities and create client case studies on behalf of TMF to outline varying degrees of performance, financial impacts, or other areas where a client issue was solved
• Manage case study portfolio: updates with new information, organization or case studies, implementation or usage within sales decks
• Identify request for proposal opportunities and secure opportunities to submit bids
• Manage all RFP processes from start to finish: securing of bids, obtaining necessary information, managing timeline, submitting proposals, and ensuring follow-up with secured bids
• Effectively promote company’s services and develop new business by identifying leads, qualifying prospects, and building relationships
• Achieve all individual key performance indicators, meeting as a minimum or exceeding targets quarterly and annually
• Manages Client Satisfaction outcomes with all national accounts and their subsidiaries
• Ensure processes and initiatives are understood and followed for internal teams and clients, and timelines or targets are achieved
• Can implement ideas and strategies for the growth and success of client accounts
• Can assist in determining pricing schedules, creating quotes, delivering proposals, and negotiating all contracts with current clients
• Effectively advise clients, present services, overcome objections, and provide consultation and recommendations to clients