Apply on Employer Site

Conservice · 20 hours ago

Client Portfolio Manager

Logan, UT

Full-time

Hybrid

Mid Level

$18.85/hr - $22.98/hr

Conservice is a company focused on client relationship management, and they are seeking a Client Portfolio Manager to serve as the primary point of contact for their clients. This role involves managing client communications, organizing workflows, and solving problems to enhance client satisfaction and service delivery.

BillingPaymentsProcurement

Responsibilities

Serve as the primary client contact, communicating effectively via phone and email

Develop beneficial, long-lasting client relationships, ensuring high satisfaction

Expertly communicate cause-and-effect explanations to clients regarding their concerns

Collaborate closely with Account Managers to ensure all client needs and service expectations are consistently met

Lead or participate in regularly scheduled client calls to review performance and address issues

Strategically organize and prioritize your workload by filtering incoming communications based on urgency and impact

Monitor client issue trends and propose system improvements to enhance service delivery

Strategically delegate and follow up on client issues with internal teams to ensure prompt and accurate resolution

Work with all internal teams to ensure a smooth and efficient bill payment and utility management process

Communicate challenges to leadership and clients to brainstorm and implement solutions

Identify and correct data accuracy issues throughout the bill payment process

Compile routine and customized client reports using company software, including collaborating with the IT department for specialized requests

Perform various data entry and maintenance tasks within company software to ensure client portfolio integrity

Qualification

Client Relationship ManagementAnalytical Problem-SolvingCommunication SkillsOrganizational SkillsData Entry

Required