Key Responsibilities Client Success Manager Client Intake & Onboarding ... Serve as the first point of contact for inbound leads from HubSpot CRM * Respond to inquiries ...
Key Responsibilities Client Success Manager Client Intake & Onboarding ... Serve as the first point of contact for inbound leads from HubSpot CRM * Respond to inquiries ...
Senior Client Executive
Carson City, NV · On-site
$100K - $150K/yr
Client Relationship: * Establish and maintain effective relationships with key senior executive and operational decision makers by proactively meeting on-site with clients. Understand the politics of ...
Quick apply
Senior Client Executive
Carson City, NV · On-site
$100K - $150K/yr
Client Relationship: * Establish and maintain effective relationships with key senior executive and operational decision makers by proactively meeting on-site with clients. Understand the politics of ...
Senior Client Executive
Carson City, NV · On-site
$100K - $150K/yr
Client Relationship: * Establish and maintain effective relationships with key senior executive and operational decision makers by proactively meeting on-site with clients. Understand the politics of ...
Quick apply
Senior Client Executive
Carson City, NV · On-site
$100K - $150K/yr
Client Relationship: * Establish and maintain effective relationships with key senior executive and operational decision makers by proactively meeting on-site with clients. Understand the politics of ...
Own and manage a client portfolio and cultivate relationships with school district partners * Communicate with clients on contract and project deliverables, demonstrating clarity and consistency - be ...
Own and manage a client portfolio and cultivate relationships with school district partners * Communicate with clients on contract and project deliverables, demonstrating clarity and consistency - be ...
Part-Time Client Service Assoicate
Reno, NV · On-site
$35K - $70K/yr
Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong ...
Part-Time Client Service Assoicate
Reno, NV · On-site
$35K - $70K/yr
Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong ...
Part-Time Client Service Assoicate
Reno, NV · On-site
$35K - $70K/yr
Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong ...
Part-Time Client Service Assoicate
Reno, NV · On-site
$35K - $70K/yr
Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong ...
Typical day-to-day tasks include: • Conducting virtual consultations with clients. • Assessing clients' needs and imparting knowledge on solutions. • Cultivating lasting client relationships ...
Typical day-to-day tasks include: • Conducting virtual consultations with clients. • Assessing clients' needs and imparting knowledge on solutions. • Cultivating lasting client relationships ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Senior Preferred Banking Advisor (Relationship Banker)
Sparks, NV · On-site
$60K - $74K/yr
You'll respond to and resolve client requests and provide expert advice and guidance for these ... Foster good working relationships with leadership across the bank divisions and departments. * Meet ...
Senior Preferred Banking Advisor (Relationship Banker)
Sparks, NV · On-site
$60K - $74K/yr
You'll respond to and resolve client requests and provide expert advice and guidance for these ... Foster good working relationships with leadership across the bank divisions and departments. * Meet ...
You'll respond to and resolve client requests and provide expert advice and guidance for these ... Foster good working relationships with leadership across the bank divisions and departments. * Meet ...
You'll respond to and resolve client requests and provide expert advice and guidance for these ... Foster good working relationships with leadership across the bank divisions and departments. * Meet ...
Relationship Banker - San Fernando Valley East area
Sun Valley, NV · On-site
$25 - $27.88/hr
Focuses on results, while acting in the best interest of the client. Can be flexible to work ... Advisory Relationship Building Business Development Pipeline Management Prospecting Referral ...
Relationship Banker - San Fernando Valley East area
Sun Valley, NV · On-site
$25 - $27.88/hr
Focuses on results, while acting in the best interest of the client. Can be flexible to work ... Advisory Relationship Building Business Development Pipeline Management Prospecting Referral ...
We are now accepting applications for a Branch Relationship Banker to join the team located at our ... Resolve client concerns through direct personal action or by referring clients to an alternative ...
We are now accepting applications for a Branch Relationship Banker to join the team located at our ... Resolve client concerns through direct personal action or by referring clients to an alternative ...
Branch Relationship Banker (Minden, NV)
Minden, NV · On-site
$22 - $24/hr
We are now accepting applications for a Branch Relationship Banker to join the team located at our ... Resolve client concerns through direct personal action or by referring clients to an alternative ...
Branch Relationship Banker (Minden, NV)
Minden, NV · On-site
$22 - $24/hr
We are now accepting applications for a Branch Relationship Banker to join the team located at our ... Resolve client concerns through direct personal action or by referring clients to an alternative ...
Security Client Manager
Reno, NV · On-site
$60K/yr
As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting ...
Security Client Manager
Reno, NV · On-site
$60K/yr
As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting ...
Focuses on results, while acting in the best interest of the client. Can be flexible to work ... Advisory Relationship Building Business Development Pipeline Management Prospecting Referral ...
Focuses on results, while acting in the best interest of the client. Can be flexible to work ... Advisory Relationship Building Business Development Pipeline Management Prospecting Referral ...
Wealth Strategy Associate
Reno, NV · On-site
Key Responsibilities: * Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities * Prepare supporting ...
Wealth Strategy Associate
Reno, NV · On-site
Key Responsibilities: * Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities * Prepare supporting ...
Must be familiar with Client Relationship Management (CRM) software Education and/or Experience Experience, education and prior sales training are a PLUS.
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Must be familiar with Client Relationship Management (CRM) software Education and/or Experience Experience, education and prior sales training are a PLUS.
Sales Consultant - Automotive
Reno, NV · On-site
Must be familiar with Client Relationship Management (CRM) software Education and/or Experience Experience, education and prior sales training are a PLUS.
Sales Consultant - Automotive
Reno, NV · On-site
Must be familiar with Client Relationship Management (CRM) software Education and/or Experience Experience, education and prior sales training are a PLUS.
Sales Consultant - Automotive
Reno, NV · On-site
Must be familiar with Client Relationship Management (CRM) software Education and/or Experience Experience, education and prior sales training are a PLUS.
Sales Consultant - Automotive
Reno, NV · On-site
Must be familiar with Client Relationship Management (CRM) software Education and/or Experience Experience, education and prior sales training are a PLUS.
Client Service & Relationship Support • Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs. • Support Producers in building and maintaining strong ...
Client Service & Relationship Support • Serve as a key resource for assigned clients, addressing inquiries and managing daily service needs. • Support Producers in building and maintaining strong ...
Client Relationship information
See Reno, NV salary details
$28.9K - $35.2K
5% of jobs
$35.2K - $41.4K
14% of jobs
$43.4K is the 25th percentile. Wages below this are outliers.
$41.4K - $47.7K
18% of jobs
The median wage is $52.1K / yr.
$47.7K - $53.9K
18% of jobs
$53.9K - $60.2K
15% of jobs
$62.5K is the 75th percentile. Wages above this are outliers.
$60.2K - $66.4K
13% of jobs
$66.4K - $72.7K
7% of jobs
$72.7K - $78.9K
3% of jobs
$78.9K - $85.2K
3% of jobs
$85.2K - $91.5K
2% of jobs
$91.5K - $97.7K
1% of jobs
$28.9K
$57.2K
$97.7K
How much do client relationship jobs pay per year?
What are some common challenges faced in a Client Relationship role, and how can I prepare for them?
Common challenges in a Client Relationship role include managing multiple clients with varying needs, addressing unexpected issues promptly, and maintaining strong relationships under pressure. You'll often need to balance client expectations with company capabilities while ensuring clear, proactive communication. Preparing for these challenges involves developing strong organizational skills, staying adaptable, and investing time in learning about your clients' businesses. Regular collaboration with internal teams, such as sales, support, and product management, is also key to delivering effective solutions. Embracing a proactive, client-focused mindset will help you overcome obstacles and succeed in this dynamic environment.
What are the key skills and qualifications needed to thrive in the Client Relationship position, and why are they important?
To thrive in a Client Relationship role, strong communication, negotiation, and problem-solving abilities are essential, often supported by a degree in business, marketing, or a related field. Familiarity with customer relationship management (CRM) software, data analysis tools, and account management systems is typically important in this position. Standout candidates demonstrate interpersonal skills, emotional intelligence, and the ability to build trust and rapport with clients. These skills and qualities enable professionals to effectively manage client needs, foster long-term partnerships, and drive business growth.
What is a Client Relationship job?
A Client Relationship job involves managing and nurturing relationships between a company and its clients to ensure satisfaction, retention, and growth. Professionals in this role act as the primary point of contact, addressing client needs, resolving issues, and identifying opportunities for additional services or products. Strong communication, problem-solving, and interpersonal skills are essential for success in this field.

Other
Posted 21 days ago
Job description
Description
Client Success Manager (CSM)Location: Reno, NV (Onsite)
Reports To: Director of Operations
The Client Success Manager (CSM) is responsible for owning the client journey from initial inquiry through onboarding, engagement, and ongoing service coordination. This role ensures no client falls through the cracks-driving communication, workflow execution, and follow-through across teams.
This position sits at the center of Keystone's client experience, partnering closely with Principals, Tax Managers, and Operations to ensure work is properly initiated, tracked, and completed with excellence.
Key ResponsibilitiesClient Success Manager
Client Intake & Onboarding- Serve as the first point of contact for inbound leads from HubSpot CRM
- Respond to inquiries, qualify needs, and route appropriately
- Schedule initial consultations for Principals and Billers via Outlook
- Prepare and send engagement letters using DocuSign and Ignition
- Monitor engagement status (sent, signed, pending, inactive) and follow up as needed
- Ensure completed engagement letters are properly filed and transitioned into active workflows and project fees are noted
- Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone SOPs)
- Ensure every signed engagement is assigned to the appropriate team member
- Assist Project Manager to track project status and confirm work is actively progressing
- Assist Project Manager to close gaps between "engagement signed" ? "work started" ? "work completed"
- Maintain visibility across client ledgers and service needs (tax planning, consulting, compliance)
- Proactively flag clients who may be overlooked or underserved
- Coordinate with Managers and Principals to ensure continuity of service
- Support outreach for:
- Tax planning opportunities
- Consulting engagements
- Follow-ups on inactive or stalled clients
- Partner with Billers, Principals. and AR Manager to:
- Ensure tax returns and projects are billed timely
- Confirm signatures are obtained where required
- Maintain alignment between work performed and engagement scope
- Monitor clients where work has begun prior to signed engagement letters and ensure proper documentation is completed
- Provide high-quality phone and email support to clients
- Troubleshoot client issues related to onboarding, portals, engagement letters, and communication gaps
- Act as a central point of coordination between clients and internal teams
- HubSpot CRM
- CCH Axcess
- DocuSign
- Ignition
- Microsoft Outlook (calendar + communication management)
- Every lead receives a timely and professional response
- No signed engagement letter sits unassigned or untouched
- Clients move seamlessly from inquiry ? onboarding ? active work
- Billing and signatures are completed without delays
- Managers and Principals have clear visibility into client status
- Clients feel known, supported, and proactively served
This role offers a clear path into more client-facing advisory work, operations leadership, or project management within Keystone.
Requirements
Key Skills & Qualifications- Strong organizational and follow-through skills (nothing falls through the cracks)
- Excellent communication and client-facing presence (phone + email)
- Experience with CRM systems (HubSpot strongly preferred)
- Comfort working across multiple systems and workflows
- Ability to prioritize and manage multiple moving pieces
- Problem-solving mindset with a proactive approach