Client Services Manager
A Client Services Manager is responsible for maintaining and developing client-business relationships. The individual ensures clients are satisfied with the company's services, manage team members, and work to improve the customer service experience.
Client Services Manager
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Sample Job Descriptions for Client Services Manager
Below are the some sample job descriptions for the different experience levels, where you can find the summary of the role, required skills, qualifications, and responsibilities.
Junior (0-2 years of experience)
Summary of the Role
The Client Services Manager will be responsible for developing and maintaining relationships with clients, ensuring customer satisfaction, and managing client accounts. The ideal candidate will work closely with clients to understand their needs and deliver solutions that meet their expectations.
Required Skills
  • Customer service
  • Client relationship building
  • Problem-solving
  • Time management
  • Sales support
  • Project management
Qualifications
  • Bachelor's degree in Business Administration, Marketing, Communications, or a related field
  • Excellent verbal and written communication skills
  • Strong organizational and project management abilities
  • Ability to work collaboratively in a team environment
  • Proficiency in customer relationship management (CRM) software and Microsoft Office Suite
  • Detail-oriented with a client-focused approach
Responsibilities
  • Establish and maintain relationships with clients to ensure high levels of satisfaction and repeat business
  • Coordinate with internal teams to deliver solutions that meet client requirements
  • Manage and resolve client issues effectively and in a timely manner
  • Collect and analyze client feedback to improve services
  • Assist in the development of client service protocols and procedures
  • Monitor client accounts and report on service usage and trends
  • Participate in client meetings and presentations as needed
  • Support sales team with client onboarding and retention strategies
Intermediate (2-5 years of experience)
Summary of the Role
The Client Services Manager is a key player within the organization, responsible for the maintenance and expansion of our client relationships. This role involves understanding client needs, providing solutions, and ensuring high satisfaction levels to foster long-term partnerships. The ideal candidate will demonstrate strong interpersonal skills, strategic thinking, and a commitment to service excellence.
Required Skills
  • Strong interpersonal and relationship-building skills.
  • Strategic and analytical thinking.
  • Proficiency in customer relationship management (CRM) software.
  • High aptitude for problem-solving.
  • Excellent organizational and time management skills.
  • Capability to work efficiently in a fast-paced environment.
  • Adaptability and resilience under pressure.
Qualifications
  • Bachelor's degree in Business Administration, Marketing, Communications, or a related field.
  • Proven experience in client services, relationship management, or a similar role, with a track record of managing and growing client accounts.
  • Excellent communication and negotiation skills.
  • Experience in project management and executing client-focused solutions.
  • Understanding of customer service software, databases, and tools.
  • Ability to manage multiple accounts while maintaining sharp attention to detail.
  • Knowledge of performance evaluation techniques and metrics.
Responsibilities
  • Maintain and develop relationships with existing clients through regular communication and attentive support.
  • Identify opportunities for new business within existing client accounts and collaborate with the sales team to pursue these opportunities.
  • Ensure the delivery of high-quality services that align with client needs and company standards.
  • Address and resolve client concerns efficiently and effectively to maintain trust and satisfaction.
  • Collaborate with cross-functional teams to coordinate service delivery and advocate for client requirements.
  • Capture client feedback and work with internal stakeholders to improve service offerings.
  • Regularly update clients on the latest products, services, and company developments.
  • Prepare reports on account status, challenges, and growth opportunities for senior management.
  • Ensure compliance with internal protocols and external regulations relevant to client services.
Senior (5+ years of experience)
Summary of the Role
As a senior Client Services Manager, the incumbent will be responsible for leading a team that provides exceptional service to clients, ensuring client satisfaction and retention, and cultivating strong client relationships. The role involves strategic planning, management of client services team, and overseeing the execution of client projects.
Required Skills
  • Client service excellence
  • Strategic thinking and planning
  • Leadership and team management
  • Effective communication
  • Problem-solving and negotiation
  • Project management
  • Budgeting and financial management
  • Adaptability and responsiveness
Qualifications
  • Bachelor's degree in Business Administration, Marketing, Communications, or a related field.
  • Minimum of 5 years of experience in client services, account management, or a similar role, with a proven track record of managing a team.
  • Strong understanding of the industry and market trends.
  • Excellent written and verbal communication skills.
  • Demonstrated ability to manage and prioritize multiple projects and clients.
  • Strong leadership skills with experience in team management.
  • Experience in budget management and strategic planning.
  • Proficient in client management software and Microsoft Office Suite.
Responsibilities
  • Oversee the client services team and ensure high-quality client management and satisfaction.
  • Develop and implement strategies to retain and grow the client base.
  • Manage client communications and resolve issues swiftly and effectively.
  • Conduct regular client reviews to solicit feedback and evaluate service levels.
  • Coordinate with cross-functional teams to ensure that client requirements are met on time and within budget.
  • Mentor and develop junior team members, providing guidance and leadership.
  • Stay up-to-date with industry trends and suggest improvements to services or processes based on client needs.
  • Achieve financial objectives by preparing an annual budget, scheduling expenditures, analyzing variances, and initiating corrective actions.
  • Ensure compliance with legal requirements and company policies.
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