Client Relations Manager | For Pooling  

(For Pooling)

Why this Role Exists

The Client Relations Manager is expected to handle all Intro calls the Sales team booked, along with the corresponding Pre-Intro calls that come with it. The role is also responsible for all tracking and client communications from the moment they receive a recommendation and scheduled an Intro call, until the client actually onboards an assistant for the role they were sourcing.

What are your responsibilities:

• Conduct Pre-Intro Call - prepare the assistant and make sure the assistant is well informed of what the client's tasks are and what the client is looking for.
• Conduct Intro Call - facilitate the interview between the client and the assistant. Be the client's consultant as far as assessing if the assistant is the best match for them and guide on the next steps in hiring the assistant.
• Accomplish After-call works - properly document the call result and update the system with accurate client information.
• Client Engagement - ensure that follow-ups are happening for cold clients, keep them from going stale and eventually dropping off.
• Setting up teams for success - communicate interdepartmentally to secure a successful match result.

• At least 2 years of experience in an Account Management, Retention/Loyalty specialist role
• Experience in call handling (intermediate to advance level)
• Education required: College Degree, at least 2 years

Your superpowers are...

• Consultative selling
• Interviewing
• Data Analytics
• Strong Communication skills
• High attention to details and due diligence, adaptable, good at multi-tasking, strong grit and fortitude

You should apply if...

• You are highly reliable with a GSD mindset despite external circumstances. You say what you mean and do what you say. You are consistent and take ownership in situations, large or small.
• You are hyper-organized.
• You are Proactive, see potential problems before they happen, and aren’t afraid to speak up/challenge the status quo.
• You are an over-communicator.
• You thrive in a remote work environment. Fully remote work is not for everyone; it requires the ability to quickly pick up online tools, get familiar with our tech stack (G-Drive, Slack, and etc.), and the ability to communicate (and often over-communicate) well in writing.
• You love learning new things. Whether you learn best through reading, listening, doing, or exploring, you’re perpetually curious about the world and work around you and always trying to level up your personal and professional life through self-directed learning.