Client Relationship Manager

The Client Relationship Manager (CRM) is responsible for business development and profitability at the client level. These individuals are focused on achieving sales/growth targets, and maintaining high levels of customer satisfaction within an assigned territory or group of accounts. Successful individuals anticipate customer needs through proactive engagements with clients to stay abreast of current and upcoming client needs. CRM’s are designed to become indispensable to our clients and should pursue the role of a trusted advisor by providing guidance and recommendations.


Prior experience with customer service/customer relationship management (CRM) practices is preferred

Knowledge of math and numbers

Attentive to detail and organized

Must be self-motivated, flexible and able to manage several jobs at one time

Ability to network and build relationships.

Problem-solving attitude

Excellent communication skills

Aptitude for fostering positive relationships

Teamwork and leadership skills

Client-oriented mindset

A degree in Business Management or a related field.


Manage existing client relationships and contracts

Ensure client is seeing the value in the services and solutions that are contracted

Meet or exceed Client Satisfaction (NPS) scores

Quarterly account planning reviews and updates

Escalation point for client issues

Resolve customer complaints quickly and effectively

Lead the contract renewal process

Learn client business and listen for client pain points that can be solved with Edafio services and solutions

Conduct Quarterly Business Reviews with strategic clients

Facilitate and coordinate Client activities and projects with appropriate Primary Engineer and Edafio teams

Provide project management and leadership with client and Edafio teams

Review client profitability Quarterly and lead corrective action plans as needed

Review monthly invoices for accuracy

Identify and lead up-sell opportunities