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Client Portfolio Manager
6 days ago
We're seeking a Client Portfolio Manager to oversee a portfolio of small to medium-sized clients, ensuring exceptional service and driving business growth.
About the RoleYou'll be responsible for providing proactive support and service to clients, maintaining and growing client relationships, and identifying opportunities to increase revenue and improve client satisfaction.
- PROVIDE PROACTIVE SUPPORT AND SERVICE TO CLIENTS VIA PHONE OR EMAIL
- MULTIPLY SALES GROWTH THROUGH NEW CLIENT ACQUISITIONS AND UPSELL/CROSS-SELL OPPORTUNITIES
- BUILD AND MAINTAIN STRONG CLIENT RELATIONSHIPS
- ACT AS THE ESCALATION POINT FOR BOTH INTERNAL AND EXTERNAL CLIENT ISSUES
- DRIVE BUSINESS GROWTH: MULTIPLY SALES GROWTH THROUGH NEW CLIENT ACQUISITIONS AND UPSELL/CROSS-SELL OPPORTUNITIES
- CUSTOMER CENTRICITY: BUILD STRONG CUSTOMER RELATIONSHIPS AND DELIVER CUSTOMER-CENTRIC SOLUTIONS
- AGILITY & INNOVATION: DEMONSTRATE FLEXIBILITY IN DEALING WITH FAST-CHANGING PRIORITIES AND DIFFERENT OR CHALLENGING SITUATIONS
- TALENT DEVELOPMENT & ENGAGEMENT: PROVIDE STAFF WITH DEVELOPMENT OPPORTUNITIES AND COACHING
- RISK MANAGEMENT: APPROPRIATELY IDENTIFY AND MANAGE RISKS
- ETHICS AND TRUST: MAINTAIN HIGH ETHICAL STANDARDS
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