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Client Value Manager Jobs in Michigan (NOW HIRING)

UTAC

Certification Client Manager

Northville, MI · On-site

Our core values of Expertise, Innovation and Integrity provide a clear daily guide to how we work together safely, as one team, helping each other to succeed. The Certifications Client Manager is ...

UTAC

Certification Client Manager

Northville, MI

Our core values of Expertise, Innovation and Integrity provide a clear daily guide to how we work together safely, as one team, helping each other to succeed. The Certifications Client Manager is ...

UTAC

Certification Client Manager

Northville, MI · On-site

Our core values of Expertise, Innovation and Integrity provide a clear daily guide to how we work together safely, as one team, helping each other to succeed. The Certifications Client Manager is ...

Ernest

Client Relationship Manager

Romulus, MI

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Detroit, MI ... When you join Ernest, you become part of something bigger: a connected culture where you're valued ...

Ernest

Client Relationship Manager

Romulus, MI · On-site

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Detroit, MI ... When you join Ernest, you become part of something bigger: a connected culture where you're valued ...

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Client Value Manager information

What is a Client Value Manager?

A Client Value Manager is a professional responsible for ensuring that clients receive maximum value from a company's products or services. They act as a liaison between the client and the organization, working to understand client needs, align solutions, and drive business outcomes. Their role often includes analyzing data to identify opportunities for improvement, facilitating communication, and managing client relationships to foster long-term partnerships. By focusing on delivering measurable value, they help enhance client satisfaction and retention.

What is the difference between Client Value Manager vs Customer Success Manager?

AspectClient Value ManagerCustomer Success Manager
Primary FocusMaximizing client value and strategic partnershipEnsuring customer satisfaction and retention
Skills & CertificationsBusiness analysis, client relationship management, certifications like CBV or similarCustomer service, communication, CRM tools
Work EnvironmentConsultative, strategic, often in B2B settingsSupport-oriented, client-facing roles in various industries
Industry UsageFinance, consulting, SaaS, B2B servicesTechnology, SaaS, retail, service industries

The Client Value Manager focuses on delivering strategic value and strengthening client relationships through analysis and tailored solutions. In contrast, the Customer Success Manager emphasizes customer satisfaction, retention, and support. While both roles involve client interaction, their core objectives and skill sets differ, making each vital in different stages of the client lifecycle.

What are the key skills and qualifications needed to thrive as a Client Value Manager, and why are they important?

To thrive as a Client Value Manager, you need strong analytical skills, business acumen, and expertise in account management, often supported by a degree in business or a related field. Familiarity with CRM systems, data analysis tools, and project management platforms is typical for this role. Excellent communication, relationship-building, and problem-solving abilities help you deliver tailored solutions and maintain client satisfaction. These skills are crucial for maximizing client value, ensuring retention, and driving business growth through successful client partnerships.

How does a Client Value Manager typically collaborate with other departments to deliver value to clients?

A Client Value Manager regularly partners with teams such as sales, product, and customer success to ensure clients receive maximum value from the company's offerings. This collaboration involves gathering client feedback, aligning internal resources, and developing tailored solutions to address client needs. By acting as a bridge between the client and internal teams, the Client Value Manager helps drive successful outcomes, improve client satisfaction, and identify opportunities for upselling or cross-selling. Effective communication and project management skills are essential for coordinating these cross-functional efforts.
Client Value Manager jobs near you

Client Relationship Manager

Ameriprise Financial

Troy, MI • On-site

$50K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 24 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

105th of 150 rated financial services

Job description

Troy, MI - a Financial advisory practice is seeking a fulltime Client Relationship Manager to join our innovative and dynamic team.
Job Purpose:
Assists Financial Advisors and Associate Financial Advisors in managing and organizing office workflow and interacting with clients at an expert and professional level. The Client Relationship Manager is the face of the practice. Clients will rely on this role to respond to them in a timely manner and help them with all service-related questions.
Responsibilities:
  • First point of contact for client calls; handles calls when possible, or forwards to appropriate team member
  • Updates and maintains data
  • Updates and maintains data utilizing a CRM tool
  • Prepares documentation and related files in preparation and follow-up of client meetings
  • Opens all client accounts prepares applications for e-signature etc.
  • Onboards clients by getting data and inputting it into the system and gives clients a white glove experience
  • Completes estate settlements
  • Reads all posted meeting notes and complete tasks assigned
  • Conducts multiple service checkpoint calls with clients
  • Assists advisors with their managed account reviews by following up with those clients that need appointments for their review
  • Assists advisors with client letters as needed
  • Maintains a practical filing system to ensure accessibility, with value on consistency, organization and timely updates
  • Marketing events on occasion
  • Operates standard office equipment such as a copier, fax machine, scanner, computer, and printer in a proficient manner.
  • Backs up phones and receptionist
  • Special projects as assigned

Qualifications:
  • Bachelor's degree from four-year college or university
  • Minimum of 2+ years of similar work experience in a professional office environment, ideally in the financial services industry
  • Pleasant, professional and friendly manner with excellent interpersonal skills
  • Strong team player
  • Highly organized, accurate, and attention to detail
  • Proven independent problem-solving skills
  • Conflict resolution skills
  • Strong problem-solving skills
  • Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
  • Experience in Salesforce is a bonus
  • Excellent written and verbal communication skills
  • Ability to handle multiple responsibilities
  • Strong personal and business ethics and integrity

Salary and Benefits:
  • Salary: $50K-$65K based on experience
  • Health Insurance, Vision, dental, LT and ST DI, 401k, PTO and paid holiday

How to Apply:
Please submit the following for consideration:
  • Cover letter
  • Resume

We are an Equal Opportunity Employer

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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