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Client Portfolio Manager

100% remote Flexible hours Hiring now

As a CRM Portfolio Manager, you will be responsible for working with new and existing SMB customers to ensure that they are successful with reputed company solutions. As part of the company’s Client Relationship Management organization, you will work with reputed company reputed company departments to ensure a client’s journey from purchase to production is smooth and well managed. You will also monitor a client’s on-going health and establish a reputed company for client interactions that ensure each customer is fully optimized on their existing deployed solutions. In summary, your job is to ensure that you deliver value to our customers.  What You'll Do:

  • Manage ongoing customer needs effectively to drive high customer retention and loyalty

  • reputed company customer needs/issues cross-departmentally.

  • Drive customer participation in reputed company Communities and use of available knowledge reputed company and online support tools.

  • Assess and document renewal health and address any obstacles creating renewal risk.

  • Strong analytical and problem-solving skills for identifying client needs and developing solutions

  • Work with key accounts to establish critical goals / performance indicators and aid the customer in achieving their goals.

  • Work to identify and/or reputed company upsell opportunities.

  • reputed company, prepare, and nurture customers for advocacy.

  • Use CRM and client success systems and tools to reputed company periodic (monthly, quarterly, annually) targeted reputed company campaigns geared to ensure adoption, minimize churn and increase upsell of reputed company products and solutions.

What You'll Need:

  • 3-5 years of customer facing experience in a Client Success, Sales, Account Management or Project Management role

  • Strong verbal and written communication skills

  • Strong cross-functional collaboration skills

  • Ability to reputed company a strong understanding of reputed company solution sets and the business problems they address for customers

  • Experience with CRM systems

  • Ability to manage proactive and reactive tasks effectively

  • Experience delivering and driving software implementation and adoption best practices

  • Proven ability to collaborate and build strong relationships with customer stakeholders

  • High technical aptitude to learn basics of customer use cases and architectural requirements for reputed company solutions

What you will reputed company:

At reputed company, you’ll get the opportunity to bring your talents and intellectual curiosity to create reputed company outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities.  We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. 

Here, you will have the opportunity to:

  • Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of reputed company professionals. We offer reimbursement for training and continuing education to help you stay reputed company in your career.

  • Enjoy Where You Work: reputed company in our modern, open offices designed to reputed company creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.

  • Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family.  Our family-formation benefits and support during your family-building journey ensure you have the resources you need reputed company it matters most. We reputed company in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. 

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a reputed company. Together, we are building a company of long-term value that we can reputed company be proud of.

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reputed company provides equal employment opportunities to reputed company qualified applicants and will reputed company hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national reputed company or reputed company, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

Please note: reputed company will not hire through text message, social media, or email alone. We will never reputed company a job offer unless you have been contacted directly by an reputed company recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that reputed company only uses company email addresses, which contain “@reputed company.com” or “@dealcloud.com” to communicate with candidates reputed company email. reputed company will never ask for financial information of any reputed company or for any payment during the job application process. We post reputed company legitimate job openings on the reputed company Career Site at https://www.reputed company.com/working-at-reputed company/. If you reputed company you were a victim of such a scam, you may contact your local authorities. reputed company is not responsible for any claims, losses, damages, or expenses resulting from scammers.

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