Client Relationship Officer
Core
Support existing and prospective clients through relationship management, account coordination, and light business development in the health and professional services sector.
Role type
Client Relationship Officer (relationship-focused IC)
Builds
Client engagement and service delivery for health and professional services organizations
Domain
Health and professional services
Deliverable
client delivery
Required skills
relationship building, stakeholder communication, administration, CRM management, scheduling coordination, reporting, data entry, invoicing support, Microsoft Office
Preferred skills
experience in health, professional services, or education environments
Responsibilities
Building and maintaining strong relationships with existing and prospective clients; Acting as a key point of contact for client enquiries and ongoing support; Coordinating client onboarding, meetings, training sessions and follow-ups; Conducting regular client check-ins and supporting ongoing engagement; Identifying opportunities to promote relevant products and services based on client needs; Supporting proposals, presentations and other business development activities; Maintaining accurate client and prospect information within the CRM; Coordinating schedules, communications and client-facing materials; Supporting reporting, data entry and general administration; Assisting with invoicing requests and liaising with internal teams; Taking ownership of an allocated product portfolio and supporting clients throughout the service lifecycle