Client Manager

Client Manager Job Description Template

Our company is looking for a Client Manager to join our team.


  • Encourage customer feedback and participation through webinars, roadshows and feedback sessions;
  • Advance a trusted advisor relationship while driving towards successful delivery and implementation of any new services;
  • Engage in day-to-day communications with clients to ensure we are maximizing their experience and success with their Symplicity Systems;
  • Develop client case studies, success stories, and references;
  • Key escalation point for support and service issues;
  • Actively support quick and effective implementation of new Symplicity systems assigned in conjunction with Transition Support Specialists;
  • Continue expertise on industry and client best practices and trends;
  • Work with the billing team to assist in any issues, invoices, and new sales quotes;
  • Lead efforts to identify and turn around at-risk clients;
  • Work with clients to establish critical goals, or other key performance indicators and aid the customer in achieving their goals;
  • Assess quality, productivity and performance of all services provided to assigned clients and employees performing such services;
  • Ability to make independent choices and implement operating practices for individual customers;
  • Monthly/Quarterly Account Performance Review with branch management;
  • Set and run weekly client status meetings;
  • Quality assurance of client deliverables and activities.


  • Ability to develop and grow client relationships;
  • In-depth understanding of financial performance;
  • Ability to make decisions and conduct courageous conversations;
  • Ability to work in a team-oriented management environment while having an entrepreneurial attitude;
  • Proven strong service orientation, excellent interpersonal, leadership and organizational skills;
  • Previous Customer Service, Account Management, Sales, Facilities Management, Military or Law enforcement experience preferred;
  • Experience working with Symplicity’s Accommodate product or in a disability services office;
  • Outgoing, high energy, friendly personality;
  • Team player, cooperative, flexible;
  • Detail oriented; problem solving skills;
  • Personal initiative, self-motivated;
  • Written and verbal communication skills;
  • Strong interest in the Higher Education space;
  • Bachelor’s degree;
  • Ethical business standards.