Overview: The Client Relationship Manager oversees client portfolios, business development, management of project teams, and the continuous improvement of workflows and training programs. The ideal candidate will be responsible for maintaining high-quality deliverables and ensuring client satisfaction through efficient project management and team collaboration.
o Manage a diverse portfolio of clients with a focus on Project Management, Operations, and Token Operations. o Serve as a key point of contact for clients, facilitating communication between the project management and finance teams. o Oversee deliverables and participate in key meetings, including project kick-offs and other critical discussions. o Expand the client portfolio by acting as a touchpoint rather than a direct project manager.
o Actively engage in business development activities, including setting up proposal calls and introductions with prospective clients. o Prepare proposals and service agreements using standardized templates. o Maintain communication with potential clients until agreements are signed and the onboarding process is completed.
o Conduct weekly one-on-one meetings with Project Managers (PMs) to analyze time allocation, monitor capacity, and ensure accurate reflection in client allocation documents. o Run autonomous drop-in calls with new PMs to address recurring items, deliverables, and any client concerns. o Conduct monthly check-ins with Finance Associates (FAs) to track action items and address material concerns, ensuring all are documented in project management tools (e.g., Monday.com, Notion). o Present findings and updates regularly to the Team Manager, ensuring transparency and accountability.
o Collaborate with the Team Manager and Finance & Operations Manager to develop and implement efficient workflows aimed at enhancing the productivity of operations, accounting, and service providers. o Focus on streamlining processes such as payment handling, invoice tracking, and overall operational efficiency.
o Design and implement comprehensive training programs for PMs and FAs, including video content, reading materials, in-person coaching, and other learning initiatives. o Ensure that training programs are effective in enhancing the skills and knowledge of the team, supporting overall business objectives.
o Work closely with the Team Manager, Finance & Operations Manager, and other stakeholders to uphold quality standards across all projects and deliverables. o Implement and monitor review processes, workflows, and initiatives to consistently deliver high-quality outcomes.
19 days remaining
