Client Relationship Manager

**We are only able to hire candidates that are currently located in WA, OR, ID, FL, NC, TX, and AZ.
The Opportunity
As a modern technology consulting firm, ISO is at the forefront of change. We strengthen our clients with technology solutions that help them boost performance, streamline processes, and excel at serving their clients.
With ISO, you'll join a profitable, established company with over 500 clients throughout the Western United States. You can expect a fun, energetic, fast-paced environment where you are encouraged to bring your ideas and expertise, focus on our clients, try new things, and learn from mistakes and successes.
Our Core Values

• We are client centric.
• We are innovative.
• We are results driven.
• We pursue excellence.
• We are trustworthy.
• We empower our team.

Why ISOutsource?

• Access to Management and Senior Leadership.
• Autonomy of schedule.
• Ability to define your own niche within the organization.
• Monthly training and career enhancing opportunities.
• Being part of a highly skilled team who is willing to help and share knowledge.
• Tons of room for growth, ISO has a long history of promoting from within.
• A company emphasis on work/life balance.

We Take Care of Our People

• Excellent total compensation package
• A salary range of $50,000.00 - $60,000.00 annualized
• Potential of earned bonuses.
• Competitive insurance benefits package includes health, dental, vision, life, disability coverage.
• 401(k) & Employer match
• Generous Paid Time Off schedule
• Parking and mileage reimbursement
• Stocked snacks, sodas, coffee, and lots of treats (including healthy alternatives)
• Monthly team activities including trivia nights, holiday parties and more.

Work you will do as an ISOutsource Client Relationship Manager:

• Client Portfolio Management: Lead ISOutsource client accounts without dedicated service teams, ensuring proactive engagement, addressing concerns, and maximizing value through service plan conversions.
• Service Plan Conversion: Evaluate low-value clients, strategize to convert them to tailored service plans (Basic, Maintenance, or Essential), or facilitate their offboarding when necessary. Find and capture opportunities to increase monthly/annual billings.
• Regular Check-ins: Conduct monthly check-ins with each client to assess satisfaction, address queries, and align service delivery with client needs.
• Data Integrity: Ensure contracts and company information are up to date for each client in portfolio.
• Issue Resolution: Act as the primary point of contact for issue resolution, coordinating with internal teams (product, projects, support, engineering, and/or management) to ensure timely and effective solutions.
• Pipeline Management: With the Account Strategist, manage and maintain a detailed pipeline, tracking client interactions, progress towards conversions, and offboarding processes.
• Contact Strategy: Develop and execute comprehensive contact strategies tailored to individual client needs, fostering stronger relationships, and optimizing service utilization.
• Sales Proposal Development: Collaborate with the sales team to create compelling sales proposals aligned with client requirements, including increased MRR engagements and/or new projects.
• Service Upgrades: Facilitate handoffs to applicable service teams for clients who require more substantial engagement.
• Performs other duties as assigned.
• Daily entry of time for all activities.

Our ideal candidate will possess the following qualities:

• Proven experience in account management, preferably in a similar role.
• Strong commitment to client satisfaction with a proven track record of managing Client Relationships effectively.
• Excellent verbal and written communication skills to engage with clients and internal stakeholders effectively. Speaks effectively with C-level decision-makers.

Highly sought-after experience and skill includes:

• Ability to analyze data, assess client needs, and make data-driven decisions to optimize account performance.
• Proven ability to collaborate with cross-functional teams to address client needs and resolve issues.
• Exceptional organizational and time-management abilities to handle multiple client accounts simultaneously.
• Familiarity with CRM tools. (HubSpot experience is a plus.)

Requirements:

• Bachelor's degree (BA.) or equivalent from two-year college or university; or two+ years related experience and/or training; or equivalent combination of education and experience.
• Valid driver's license with insurance
• Some local travel to and from clients is required.

ISOutsource is an equal opportunity firm.
We are driven by seeing our team succeed and grow, and we work to ensure everyone contributes to their fullest potential. We consider all qualified applicants without regard to race, color, sex, religion, age, marital status, national origin, citizenship or immigration status, the presence of any sensory, mental, or physical disability, genetic information, honorably discharged veteran or military status, sexual orientation, gender identity, political ideology, status as a victim of domestic violence, harassment, sexual assault, or stalking, family status, source of income, or any other status or characteristic protected by applicable local, state or federal law.
Final candidates will be required to submit to a complete background check.