Associate Client Relationship Manager
Core
Support the growth and retention of existing client base by engaging with clients, increasing product usage, and identifying improvement opportunities.
Role type
Associate Client Relationship Manager (Entry-level Account Management)
Builds
InfoTrack legal/conveyancing software solutions
Domain
Legal technology / Conveyancing
Deliverable
product features
Required skills
Client relationship building, product training delivery, sales support, data tracking, business software proficiency
Preferred skills
Microsoft Office (Word, Excel, PowerPoint), Salesforce experience, knowledge of legal or conveyancing processes
Responsibilities
Build and maintain client relationships via phone, email, and meetings; Activate dormant accounts and deliver basic product training; Promote additional products and identify opportunities; Assist sales teams with outreach, proposals, and campaigns; Track client activity and maintain accurate Salesforce records; Support team initiatives, reporting, and process improvements
Seniority
Junior, hands-on IC
