- Serve as the lead point of contact for all clients on account management matters. Build and maintain strong, long-lasting client relationships. - Develop trusted advisor relationships with clients and employees. - Developing a technical understanding of our client's product offering and roles. - Ensure our solutions' timely and successful delivery according to customer needs and objectives. - Communicate the progress of monthly/quarterly initiatives to the internal team and clients. - Develop well-researched marketing plans/proposals for clients. - Prepare monthly reports on account status on a timely basis. - Monitor the project team to ensure the project is going well. - Assist with challenging client requests or issue escalations as needed. - Participate throughout the end-to-end client serving process: from 1st client meeting to proposal, pitching, onboarding, and execution. - Manage client expectations of timing to ensure that projects are delivered at the highest quality levels, on time, and on budget, while achieving the expected profit for the company. - Deliver multiple projects effectively (from onboarding to ongoing execution): closely monitor the performance of projects, responsible for quality and output of internal team problem solving, discussing weekly/ monthly/ end-of-project performance reviews with clients.
