Client Relationship Manager

Responsibilities

• Welcome new clients after engagement agreements are signed
• Explain onboarding requirements and next steps
• Assist clients with onboarding forms and questionnaires
• Monitor onboarding progress
• Ensure smooth transition from sales to production
• Request required client documents
• Follow up on missing information
• Track document collection deadlines
• Maintain document collection status within CRM
• Ensure internal teams receive complete information
• Identify project delays and blockers
• Communicate with clients regarding missing items
• Coordinate with internal teams to remove obstacles
• Schedule and coordinate meetings between clients and team members
• Maintain accurate client records
• Update project statuses
• Record client communications
• Track open tasks and follow-ups
• Serve as a trusted client contact
• Respond professionally to client inquiries
• Provide project status updates

Requirements

• Minimum 3 years of experience in client services, customer success, account management, client relations, executive assistance, administrative coordination, or project coordination.
• Excellent spoken and written English.
• Strong organizational, communication, and multitasking skills.
• Experience using CRM systems and scheduling tools.
• Ability to work independently in a remote environment while supporting U.S.-based clients.