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Client Portfolio Manager

VirtualVocations
San Diego, California, United States
Full-time

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 loyaltyCollaborate with clients to establish and achieve business goalsIdentify upsell opportunities and develop strategies for client engagementRequired Qualifications : 2 - 4 years of client-facing experience in Client Success, Account Management, or SalesExperience with CRM systemsAbility to learn and understand Intapp solutions and client use casesProven ability to build strong relationships with client stakeholdersWillingness to travel up to 10% of the time

12 hours ago
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