At Pinecrest, we are actively seeking an enthusiastic and detail-oriented Client Relations Manager to join our dynamic team and oversee a seamless client engagement process. As a Client Relations Manager, you will assume a pivotal role in nurturing robust client relationships through streamlined communication and effective document collection. If you thrive in a high-energy environment, possess a knack for creative problem-solving, and are driven to deliver unparalleled client experiences, we invite you to take this opportunity to be a part of our team.
Responsibilities:
– Collaborate with the Sales and Operations teams to thoroughly understand the client engagement agreements, including specific tax credit implications, and become well-versed in the firm’s processes.
– Act as the primary point of contact for clients immediately following the signing of the engagement agreement, ensuring clear communication and a smooth transition to the document collection phase.
– Initiate proactive and timely communication with clients, outlining the document collection process, required documentation, and key deadlines.
– Leverage your understanding of various tax credit programs to guide clients in identifying and providing the necessary documents to ensure compliance with relevant regulations.
– Proficiently navigate different payroll platforms used by clients to access and download the appropriate payroll and financial data files required for analysis.
– Provide personalized assistance to clients who may encounter challenges when navigating their payroll platforms, ensuring a seamless data retrieval process.
– Employ your technical proficiency to manage file organization and sharing through platforms like Dropbox, ensuring accurate and secure document storage and access.
– Utilize your expertise in the firm’s chosen CRM platform to meticulously track client interactions, document collection progress, and ensure data accuracy.
– Effectively troubleshoot and address any technical issues clients may encounter during the document submission process, providing step-by-step guidance and collaborating with the technical team if needed.
– Maintain meticulous records of all client interactions, inquiries, and document submissions, ensuring accuracy and completeness for future reference.
– Collaborate closely with internal teams, including data analysts and compliance experts, to ensure all necessary documents are collected in a timely manner and meet quality standards.
– Continuously seek opportunities to improve and streamline the document collection process, leveraging your understanding of the firm’s operations and client needs.
– Act as a subject matter expert, staying current with changes in tax credit regulations, industry trends, and best practices to provide knowledgeable and informed assistance to clients.
– Contribute to the development of training materials and resources for clients to help them navigate the document collection process efficiently.
– Uphold the highest standards of client confidentiality and data security in handling sensitive information throughout the document collection process.
Qualifications:
– Bachelor’s degree in Business Administration, Communications, or related field (preferred but not required).
– Proven experience in client relations, account management, or a similar customer-facing role.
– Excellent verbal and written communication skills with a customer-centric approach.
– Strong problem-solving skills, capable of handling challenges under pressure.
– Detail-oriented mindset with the ability to ensure accuracy in document collection and record-keeping.
– Proficiency in using CRM software.
– Exceptional organizational skills and the ability to manage multiple clients simultaneously.
– Positive attitude, adaptability, and a genuine enjoyment of interacting with people.
Join our fast-growing startup as a proactive and motivated Client Relations Manager. If you are excited about the prospect of being a key player in delivering exceptional client experiences and contributing to our firm’s growth, please submit your resume. At Pinecrest, we offer a competitive compensation package and the opportunity to work in a stimulating and collaborative environment. If you are a highly motivated and detail-oriented individual with an innovative mindset, we encourage you to apply.
Pinecrest Consulting
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