Client Relationship Manager - FREEMAN
San Francisco, CA
About the Job
About Us
Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’ largest network of experts, Freeman’s insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 97-year legacy in event management as well as new technologies to deliver moments that matter.
Summary
The Client Relationship Manager develops relationships and solicits business with new and existing accounts. Responsible for processing orders, complete billing, and solicit new & repeat business while providing excellent customer service to all clients, both internal & external. Assists in resigning existing business. Focuses on monitoring, growing, and up-selling existing business. Works closely with the branch and the logistics teams to ensure proper planning and execution. Intermediate role that continues to develop an understanding of the business and assigned accounts.
This position will support our Client Relationships group under our Growth (Sales) team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week. The ideal candidate will be located in Anaheim, CA
Essential Duties & Responsibilities
Sales:
+ Sales Volume - $1,456,000 total or more annually
+ Perform outbound sales calls, including cold calling, lead follow-up and sales qualification to ascertain affiliate requirements
+ Prospect customers through cold call sales and referrals
+ Up-sell current customers
+ Develop and present verbal and/or written proposals to potential clients
+ Quote prices and credit terms in compliance with Freeman policies and procedures
+ Act as primary representative for assigned accounts taking each account through the
+ Freeman Sales Cycle
+ Attend industry events to earn business
+ Re-signs the existing business
Client Solutions:
+ Produces and reviews orders with operational personnel
+ Confirms jobs and requests necessary information to prepare service plan requirements
+ Supervises jobs on site as required
+ Responsible for event job costing
+ Manages problems quickly, efficiently, and effectively to meet customer’s needs
+ Responds to customer complaints and handles payment collection process as required
Miscellaneous:
+ Prepare business transaction reports
+ Record activities in company provided CRM system
+ Receive and process orders taken in company inventory/invoicing data systems
+ Submit an itemized expense report for approval per company policies
+ Develop and maintain strong working relationships with branch operations
+ Conduct site inspections as necessary or requested, be on site for set up as needed
+ Collect payment information from customers and perform proper approval verification
+ Conduct follow up calls to customers to ensure service excellence
+ Perform other duties as may be assigned
Education & Experience
+ Bachelor’s degree preferred, High School Diploma or Equivalent with relevant work experience required
+ 3 or more years of related sales experience
+ Has proven the ability to successfully manage their own book of accounts in the profitable production of revenue opportunities totaling approximately $500 thousand or more
+ Knowledge of sales systems such as TSS and Salesforce.com is required
+ Working knowledge of all Microsoft Office Software applications
+ Excellent customer service and organizational skills are required
Travel Requirements
Travel 25% to 50%
What We Offer
Freeman provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full-time people may be eligible for. There may be some variances in specific benefits across regions.
+ Medical, Dental, Vision Insurance
+ Tuition Reimbursement
+ Paid Parental Leave
+ Life, Accident and Disability
+ Retirement with Company Match
+ Paid Time Off
Diversity Commitment
At Freeman, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.
#LI-Hybrid
Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’ largest network of experts, Freeman’s insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 97-year legacy in event management as well as new technologies to deliver moments that matter.
Summary
The Client Relationship Manager develops relationships and solicits business with new and existing accounts. Responsible for processing orders, complete billing, and solicit new & repeat business while providing excellent customer service to all clients, both internal & external. Assists in resigning existing business. Focuses on monitoring, growing, and up-selling existing business. Works closely with the branch and the logistics teams to ensure proper planning and execution. Intermediate role that continues to develop an understanding of the business and assigned accounts.
This position will support our Client Relationships group under our Growth (Sales) team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week. The ideal candidate will be located in Anaheim, CA
Essential Duties & Responsibilities
Sales:
+ Sales Volume - $1,456,000 total or more annually
+ Perform outbound sales calls, including cold calling, lead follow-up and sales qualification to ascertain affiliate requirements
+ Prospect customers through cold call sales and referrals
+ Up-sell current customers
+ Develop and present verbal and/or written proposals to potential clients
+ Quote prices and credit terms in compliance with Freeman policies and procedures
+ Act as primary representative for assigned accounts taking each account through the
+ Freeman Sales Cycle
+ Attend industry events to earn business
+ Re-signs the existing business
Client Solutions:
+ Produces and reviews orders with operational personnel
+ Confirms jobs and requests necessary information to prepare service plan requirements
+ Supervises jobs on site as required
+ Responsible for event job costing
+ Manages problems quickly, efficiently, and effectively to meet customer’s needs
+ Responds to customer complaints and handles payment collection process as required
Miscellaneous:
+ Prepare business transaction reports
+ Record activities in company provided CRM system
+ Receive and process orders taken in company inventory/invoicing data systems
+ Submit an itemized expense report for approval per company policies
+ Develop and maintain strong working relationships with branch operations
+ Conduct site inspections as necessary or requested, be on site for set up as needed
+ Collect payment information from customers and perform proper approval verification
+ Conduct follow up calls to customers to ensure service excellence
+ Perform other duties as may be assigned
Education & Experience
+ Bachelor’s degree preferred, High School Diploma or Equivalent with relevant work experience required
+ 3 or more years of related sales experience
+ Has proven the ability to successfully manage their own book of accounts in the profitable production of revenue opportunities totaling approximately $500 thousand or more
+ Knowledge of sales systems such as TSS and Salesforce.com is required
+ Working knowledge of all Microsoft Office Software applications
+ Excellent customer service and organizational skills are required
Travel Requirements
Travel 25% to 50%
What We Offer
Freeman provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full-time people may be eligible for. There may be some variances in specific benefits across regions.
+ Medical, Dental, Vision Insurance
+ Tuition Reimbursement
+ Paid Parental Leave
+ Life, Accident and Disability
+ Retirement with Company Match
+ Paid Time Off
Diversity Commitment
At Freeman, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.
#LI-Hybrid
Source : FREEMAN
