Qualifications

• Proven experience in client relationship management, acting as the primary liaison between clients and internal teams.

• Strong communication skills, particularly in managing email correspondence and ensuring client requests are clearly conveyed to relevant team members.

• Ability to track and organize client communications effectively, ensuring that all tasks are aligned with client needs.

• Detail-oriented with the ability to link communication to actionable tasks and follow-ups.

• Experienced in scheduling meetings and managing task deadlines, ensuring the team remains aligned with client expectations.

• Familiarity with task management systems, preferably Click-up.

• Familiarity with CallRail for tracking and reporting client calls. is a plus.

• Comfortable working in a high-pressure environment, ensuring deadlines and client demands are met without compromising quality.

• Strong attention to detail and the ability to multitask.
  
  

Responsibilities

• Serve as the frontliner in email communication, acting as the bridge between clients and the team to ensure smooth information flow.

• Assist in managing client communication as needed, ensuring all requests and updates are delivered to the appropriate team members.

• Track all client communications and ensure they are linked to specific tasks, ensuring clarity in the delegation of responsibilities.

• Manage scheduling for client meetings and track progress on tasks, ensuring all parties remain aligned with the project timeline.

• Oversee task management within Click-up, ensuring all team members are updated on priorities and deadlines.

• Utilize Call Rail for managing client call tracking and reporting.

• Maintain high attention to detail, ensuring all client requests are fulfilled accurately and on time.

• Work effectively under pressure, handling multiple client accounts and projects simultaneously while maintaining quality communication and task execution.