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Client Relationship Associate Jobs in Cleveland, OH

BDO USA

D365 Client Relationship Manager

Akron, OH · On-site

The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice ... Supports, mentors, and guides associates/senior associates supporting client delivery; contribute ...

BDO

D365 Client Relationship Manager

Akron, OH · On-site

The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice ... Supports, mentors, and guides associates/senior associates supporting client delivery; contribute ...

Manning & Napier

Relationship Manager

Cleveland, OH · On-site

$60K - $85K/yr

Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service ... Associates to ensure timely, accurate, and complete documentation of client information.

UBS

Client Service Associate

Pepper Pike, OH · On-site

$13.75 - $18.75/hr

Key responsibilities We're looking for a Client Service Associate to: • provide support for client relationship building and business development activities • keep management systems up-to-date ...

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Client Relationship Associate information

See Cleveland, OH salary details

$24.3K

$45.7K

$65K

How much do client relationship associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client relationship associate in Cleveland, OH is $45,682.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $48,500.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are the most commonly searched types of Client Relationship jobs in Cleveland, OH?

The most popular types of Client Relationship jobs in Cleveland, OH are:

What are popular job titles related to Client Relationship Associate jobs in Cleveland, OH?

For Client Relationship Associate jobs in Cleveland, OH, the most frequently searched job titles are:

What job categories do people searching Client Relationship Associate jobs in Cleveland, OH look for?

The top searched job categories for Client Relationship Associate jobs in Cleveland, OH are:

What cities near Cleveland, OH are hiring for Client Relationship Associate jobs?

Cities near Cleveland, OH with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Cleveland, OH as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution, with an average salary of $45,682 per year, or $22 per hour.

D365 Client Relationship Manager

BDO USA

Akron, OH • On-site

Full-time

Retirement

Posted 16 days ago

BDO USA rating

8.2

Company rating: 8.2 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

9th of 23 rated bookkeepers and accountants

Job description


Job Summary:
The Client Relationship Manager (CRM) is a customer-facing Manager within the support practice, responsible for the overall relationship, retention, and service experience for a portfolio of managed services clients leveraging Microsoft Dynamics 365 business applications (Customer Engagement (CE), Finance & Operations (F&O), Business Central (BC)) and/or the Power Platform. This role serves as the primary client point of contact and trusted advisor-leading account governance and success planning while coordinating with delivery teams to ensure support outcomes, SLA/KPI attainment, and continuous improvement.
In addition to relationship leadership, this role is expected to be hands-on within the D365 solution suite, able to navigate environments, understand configurations and release impacts, triage and validate issues, and partner effectively with functional and technical teams to accelerate resolution and value realization.
Job Duties:
Client Relationship & Governance
  • Owns and manages client relationships for assigned support accounts; build strong relationships with business and IT stakeholders, including executive sponsors
  • Establishes and maintains client governance (cadence, stakeholders, decision rights, communications model) and act as the primary escalation point for relationship and satisfaction concerns
  • Captures business objectives, priorities, and success criteria; maintain a shared client success plan aligned to D365 (CE/F&O/BC) and/or Power Platform outcomes
  • Leads regular business reviews (weekly/monthly/quarterly) with clients and internal leadership, covering service performance, trends, risks, and recommended actions

Hands-On D365 / Power Platform Engagement
  • Maintains working, practical knowledge of Dynamics 365 CE, F&O, BC, and Power Platform capabilities, common configurations, and typical support patterns
  • Hands-on in client environments as needed to support delivery, including (as appropriate) reproducing issues, reviewing setup/configuration, validating fixes, and confirming expected outcomes with users
  • Partners with delivery teams to assess impacts of Microsoft releases, platform changes, integrations, and environment management (e.g., sandbox vs. production) on support operations and client roadmaps
  • Helps translate client business process needs into actionable support work items (incidents/requests/problems) with clear acceptance criteria and priority
  • Supports knowledge capture and reuse by contributing to runbooks, known error documentation, and client-specific operational procedures

Service Delivery Oversight (Support Practice)
  • Coordinates day-to-day managed services delivery across D365/Power Platform support teams, ensuring timely progress on incidents, service requests, problems, and minor enhancements
  • Monitors and reports SLA/KPI performance (e.g., response/resolution performance, backlog aging, defect recurrence, CSAT) and drive corrective actions when targets are missed
  • Provides leadership during high-severity incidents and critical business-impacting issues-ensuring clear client communication, internal alignment, and documented follow-through
  • Identifies recurring issues and root causes; partner with delivery to implement service improvement plans, knowledge management, and prevention strategies

Account Strategy, Commercial Management & Growth
  • Leads account planning activities including support roadmaps, budget alignment, demand forecasting, and prioritization with the account team and delivery leadership
  • Identifies and advances opportunities within existing clients (additional support coverage, optimization, managed enhancements, advisory, training, or related D365/Power Platform services)
  • Manages renewals, contract administration, and change requests; negotiate scope and commercial terms consistent with organizational standards and delivery capacity
  • Tracks account financial performance in partnership with practice/account leadership; balance client outcomes, delivery quality, and profitability

Cross-Functional Leadership & Practice Contribution
  • Facilitates consolidated communications between client stakeholders and internal teams (support, engineering, operations, security, project teams) to ensure clarity and accountability
  • Supports, mentors, and guides associates/senior associates supporting client delivery; contribute to performance feedback and professional development activities
  • Leads or participates in internal initiatives to improve support practice maturity (KPIs, reporting, playbooks, process improvements, tooling/ITSM enhancements)

Supervisory Responsibilities:
  • Provides day-to-day leadership to support team members aligned to assigned clients, ensuring delivery consistency and a strong client experience
  • May manage direct reports; provides coaching, development support, and input into performance evaluations
  • Acts as a career advisor to associates and senior associates as assigned

Qualifications, Knowledge, Skills and Abilities:
Education:
  • Bachelor's degree AND six (6) or more years of industry experience with ERP systems, required; OR
  • High School Diploma/GED AND seven (7) or more years of industry experience with ERP systems, required

Experience:
  • Six (6) or more years of experience in client relationship management and/or service delivery within B2B IT managed services, required
  • Three (3) or more years of experience managing delivery against SLAs/KPIs and driving service improvement, required
  • Experience in requirements discovery, roadmap planning, and advising clients on technology solutions/outcomes, required
  • Experience coordinating cross-functional delivery teams and managing escalations in an operations/support environment, required
  • Experience supporting and administering business applications in a managed services model such as Dynamics 365 (F&O, BC, CE, and/or Power Platform), required

License/Certifications:
  • Microsoft D365 certifications, preferred

Software:
  • Experienced with one (1) or more of the following Microsoft Dynamics 365 solution suite, required:
    • Customer Engagement (CE)
    • Finance & Operations (F&O)
    • Business Central (BC)
    • Power Platform (Power Apps, Power Automate, Power BI)
  • Azure DevOps (ADO), required
  • Proficient in the use of Microsoft Office Suite (Outlook, Teams, Excel, Word, PowerPoint), required
  • IT Service Management (ITSM) platform experience within ServiceNow, preferred
  • Client Relationship Management (CRM) platform experience within Microsoft Dynamics CRM, preferred

Language:
  • N/A

Other Knowledge, Skills & Abilities
  • Strong client presence and ability to communicate effectively with both technical and business audiences
  • Excellent organizational, prioritization, and multi-tasking skills; comfortable in deadline-driven environments
  • Ability to assess and communicate risk, drive mitigation plans, and manage escalations calmly and effectively
  • Strong business acumen, including comfort with renewals, change requests, and scope/terms negotiation
  • Familiarity with services-oriented sales cycles and the ability to identify cross-sell opportunities within existing accounts
  • Ability to travel as needed for client meetings and internal events

Keywords: Client Relationship Manager, Customer Success Manager, Service Delivery Manager, D365, Dynamics 365, Support, Managed Services, Finance & Operations, Finance and Operations, F&O, F&SC, Customer Engagement, CE, Business Central, BC, Power Platform, Technical Account Manager, business applications, Account Manager Microsoft, Dynamics, ERP, CRM, QBR
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $125,000 - $185,000
Maryland Range: $125,000 - $185,000
NYC/Long Island/Westchester Range: $125,000 - $185,000
About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!

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About BDO

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At BDO, culture is the first order of business. We succeed when we cultivate a conscious and caring corporate culture that puts people at the center of everything we do. In essence, the business of our business is to help people thrive every day. This mindset powers our growth by supporting the development of our people, the success of our clients, and the betterment of our communities. It means taking an expansive view of what’s possible, and committing ourselves to achieving exceptional outcomes. At BDO, we are cultivating a culture where our professionals thrive in their work of providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services, helping companies take business as usual to better than usual.

Industry

Administrative assistance services and accounting services

Company size

10,000+ Employees

Headquarters location

Chicago, IL, US

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