Client Portfolio Manager

Company: VirtualVocations
Location: Eugene
Posted on: November 17, 2024

Job Description:

A company is looking for a Client Portfolio Manager to ensure client success with their solutions.

Key Responsibilities:

Manage ongoing client needs to drive retention and loyalty
Collaborate with clients to establish and achieve business goals
Identify upsell opportunities and develop strategies for client engagement

Required Qualifications:

2 - 4 years of client-facing experience in Client Success, Account Management, or Sales
Experience with CRM systems
Ability to learn and understand Intapp solutions and client use cases
Proven ability to build strong relationships with client stakeholders
Willingness to travel up to 10% of the time

Keywords: VirtualVocations, Beaverton , Client Portfolio Manager, Executive , Eugene, Oregon

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