Client Partner Job Description: Top Duties and Requirements

A Client Partner, or Client Relations Manager, is responsible for building strong relationships with clients/customers to encourage sales and growth of an organization. Their main duties are maintaining correspondences with clients through calls or emails, resolving any issues or concerns, and developing new strategies to meet monthly sales targets.

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Client Partner duties and responsibilities

Client Partners have a wide range of duties to ensure clients are receiving outstanding service. Main duties and responsibilities include:

  • Resolve customer concerns and requests efficiently
  • Develop and assess account strategies to meet revenue targets
  • Build new client relationships through calls, networking, email campaigns, and word of mouth
  • Monitor client satisfaction and update strategies when necessary 
  • Create business proposals for clients and management
  • Negotiate new business contracts with clients
  • Offer product and service consultations for clients 
  • Encourage sales among current and new clients 

What does a Client Partner do?

A Client Partner acts as a liaison between the business and its customers. They ensure customers receive the best service possible to encourage them to come back. Client Partners do this by routinely reaching out to customers in a number of ways, such as sending newsletters with products, services or promotions, resolving any questions or concerns they have, or negotiating new contracts. Client Partners also need to build relationships with new clients to further encourage revenue growth. They also help develop new business strategies and budgets that will help meet monthly or yearly revenue targets.

Client Partner skills and qualifications

To successfully maintain and build client relationships, Client Partners need a variety of skills and qualifications, including:

  • Strong interpersonal skills
  • Excellent written and verbal communication skills
  • Understanding of relevant software and systems, such as current Client Relationship Management (CRM) software
  • Excellent customer service skills 
  • Ability to resolve issues independently 
  • General business knowledge 
  • Self-motivated and able to work independently 
  • Able to adhere to budgets and meet sales targets

Client Partner experience requirements

Client Partners have a strong responsibility to keep customers satisfied to help meet sales targets. To do so, candidates must have three to five years experience in a customer service role. This helps prepare them for handling customer concerns and building strong professional relationships. You may also prefer candidates to have at least one year of management experience so they are comfortable leading a team to success. 

Client Partner education and training requirements

The role of a Client Partner tends to be a consulting position in most companies, so they require a strong educational background. Candidates should have a bachelor’s degree in a related subject, such as business, marketing, or business management. You may also require candidates to have a master’s degree in a similar field. If you don’t require a master’s degree, candidates with one are preferable. 

Client Partner salary expectations

According to Indeed Salaries, the average salary of a Client Partner in Canada is $94,559 per year. The actual salary earned will vary depending on experience, location, and the hiring company.

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Client Partner job description FAQs

What are the day-to-day duties of a Client Partner?

Client Partners typically start their day by answering outstanding client queries by email or phone and connecting with their team. This helps them determine what their priorities for the day will be. The rest of their duties vary but typically consist of reaching out to new clients, meeting or contacting current ones, and meeting with senior management to assess and develop sales strategies.

What qualities make a good Client Partner?

As Client Partners spend most of their day talking to clients to maintain their satisfaction or onboard them, the most important quality to look for in a candidate is strong interpersonal skills. These can be hard to gauge from a resume, but do look for prior experience in a customer service role. In interviews, determining interpersonal skills is easier to do.

What industries do Client Partners work in?

Any business that works with clients/customers can employ a Client Partner to act as a liaison. This means they can work in almost any industry, but you typically find them in technology, healthcare, manufacturing, finance, or marketing. 

What is the difference between an Account Manager and a Client Partner?

Account Managers and Client Partners have a similar role as they both build and maintain client relationships for an organization. They typically work together as well, but the difference is that Account Managers handle the formal business arrangement side of the relationship. This means they keep track of the fine details of a client’s account, such as a record of their credit or debt. Client Partners focus more on keeping clients happy to maintain their business and seeking out new clients. 

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