Responsibilities:

Client Relationship Management:

• Develop and maintain strong, long-lasting relationships with clients.
• Act as the main point of contact for assigned clients.

Project Coordination:

• Ensure timely and successful delivery of solutions.
• Liaise between clients and cross-functional internal teams.

Performance Tracking:

• Monitor and report on account performance, including key metrics and client satisfaction.

Business Development:

• Identify opportunities for client growth.
• Develop new business from existing accounts.

Issue Resolution:

• Address client issues and challenges promptly.
• Escalate issues as necessary to ensure client satisfaction.

Lists Building Process:

• Ensure SDRs have the correct and ample lists to call on.
• Follow the building checklist.

Conversation Review:

• Review conversations in SFDC daily to understand where SDRs are having conversations.
• Adjust lists as needed.

Setting Meetings:

• Set meetings for Red and Yellow clients to move them to the next color level (Green).

Cold Calling:

• Review conversations of Red and Yellow clients to understand recurring dispositions.
• Call into these dispositions to try to move them to a meeting. Interest Send Info: Follow up on clients who showed interest but requested more information. No Interest (No Reason Given): Call to gain more insights and possibly change their decision. No Interest (Reason Given): Address concerns and try to change their decision. Incorrect Contact, No Referral: Find the correct contact or gain referrals. Incorrect Contact, Referral: Follow up with referred contacts. Reschedules: Call all reschedules to attempt to confirm a new meeting time.