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Client Services Manager

Company: InVision Communications Inc.
Location: Walnut Creek
Posted on: January 23, 2023

Job Description:

JOB TITLE: Client Services Manager SUPERVISION RECEIVED: Client Services Support ManagerEXEMPTION STATUS: EXEMPTJOB SUMMARY: The Client Service Manager will assist one or more of the VPs of Client Services. This position works with a team on projects and/or proposals, as well as building client relationships. This role covers all facets of client management and the sales cycle, including supporting existing clients as well as helping prospective clients. This position is also the client advocate within the agency, working with other departments to help bring projects to life and to ensure that processes are being followed and managed. Client Project Support

  • Support Client Service on needs during the day-to-day management of client's business and programs
  • Establish project requirements, priorities and deadlines with the account team and track to them
  • Take and distribute notes during all meetings with written follow-up noting next steps/deliverables.
  • Collaborate and manage relationships with internal cross-functional teams across time zones and vendors/partners
  • Develop and maintain appropriate levels of communication with client, vendors, and partners with an eye on building long-term relationships and ensure coordination of all program components and deliverables
  • Create, maintain and track all relevant project documents such as signed deliverables, project finances, project status report/update to account management and clients
  • Support team in managing the financial relationship with the client, including scheduling internal and client budget reviews, ensuring clients are invoiced in accordance with internal policies and client agreements
  • Participate in internal post-project review with Account team, Production, Strategy and Creative teams
    • Participate in Client post-project review with internal and client teams as needed Internal Project Support
      • Schedule and drive regular meetings with manager and account team and provide timely reporting and feedback before, during and after check-ins
      • Assist in archiving all project elements in project database as described in the archiving checklist
      • Special projects as requested Client Services Support Manager Skills, Knowledge & Abilities
        • Strong project management skills
        • Strategic planning and creative problem-solving skills
        • Ability to communicate and present effectively with all levels of management
        • Ability to work well under pressure in a fast-paced, dynamic environment
        • Ability to multitask and prioritize effectively
        • Ability to effectively manage teams as well as work effectively as part of a team
        • An eye for innovating to improve processes or deliverables
        • B2B event experience a plus
        • Passion for providing excellent service and qualityHOURS: Regular hours (not including travel) are 8:30 a.m. to 5:30 p.m., Monday through Friday (40 hours per week). However, due to the nature and scope of the position days and hours may fluctuate. TRAVEL REQUIREMENTS: Some travel is associated with this position. Travel for InVision-related business is reimbursable at the amount allotted under state & federal guidelines. PHYSICAL REQUIREMENTS: Ability to perform job duties that may include an average amount of lifting (+ or - 25lbs.), sitting, bending, stooping and standing is required. COVID-19 Vaccination is required. This will be a hybrid role.EDUCATION/EXPERIENCE: This position requires a minimum of 1-3 years experience in event or related industries in an account and/or sales support capacityThe above statements are meant to describe the general routine nature of work performed by people being assigned to this classification. This should not be construed as a contract or an all-inclusive list of job requirements. InVision management reserves the right to alter the job description and/or position classification based upon business necessity and company profitability. PI201820014

Keywords: InVision Communications Inc., Walnut Creek , Client Services Manager, Executive , Walnut Creek, California

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