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Client relationship manager Jobs in Rochester, NY

Last updated: 1 day ago
Client Relationship Manager

Client Relationship Manager

The Colwell Law GroupRochester, NY, US
$50,000.00 yearly
This is an on-site role in Pittsford, NY.No relocation assistance is provided.Do you love talking to people and selling a product you believe in? We’re growing our team and looking for a driven ins...Show moreLast updated: 30+ days ago
Client Relationship Analyst

Client Relationship Analyst

Morgan StanleyNew York, US
$35,000.00–$85,000.00 yearly
Americas-United States of America-New York-New York.Wealth ManagementEmployment Type : Full TimeJob Level : Non-Exempt.Client Relationship Analysts help shape the future of service by modernizing the c...Show moreLast updated: 30+ days ago
Client Experience Manager.

Client Experience Manager.

Movable InkNew York, US
Movable Ink scales content personalization for marketers through data-activated content generation & AI decisioning.The worlds most innovative brands rely on Movable Ink to maximize revenue, simpli...Show moreLast updated: 30+ days ago
  • Promoted
Manager Client Services - Growth - Central

Manager Client Services - Growth - Central

PaylocityRochester, NY, US
Full-time
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growi...Show moreLast updated: 1 day ago
Client Relationship Manager - Remote

Client Relationship Manager - Remote

Dyal AgencyRochester, NY, US
$150,000.00–$200,000.00 yearly
Remote
Full-time
Quick Apply
Elevate Your Career with Limitless Growth Potential! Are you ready to take control of your career and achieve financial freedom? Join a company celebrated for its award-winning culture and explosiv...Show moreLast updated: 10 days ago
  • Promoted
Senior Digital Ads Client Manager

Senior Digital Ads Client Manager

Sutherland GlobalPittsford, NY
Full-time
For business leaders, these are key factors of success.For us, they're our core expertise.We work with iconic brands worldwide. We bring them a unique value proposition through market-leading techno...Show moreLast updated: 15 days ago
  • Promoted
Client Services Manager

Client Services Manager

RES Exhibit ServicesRochester, NY
$85,000.00–$110,000.00 yearly
We are an equal employment opportunity employer.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, ...Show moreLast updated: 15 days ago
  • Promoted
CLIENT RELATIONSHIP MANAGER, RETIREMENT PLANS

CLIENT RELATIONSHIP MANAGER, RETIREMENT PLANS

AlaantRochester, NY, United States
$94,000.00–$97,000.00 yearly
Full-time
Do you have experience managing retirement plans? Are you seeking an opportunity for personal and professional growth while maintaining a work / life balance? If so, Alaant Workforce Solutions is pro...Show moreLast updated: 8 days ago
  • Promoted
Relationship Manager

Relationship Manager

Manning & NapierRochester, NY, United States
$60,000.00–$70,000.00 yearly
Full-time
As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience. You will also contribute to your team’s new business development activ...Show moreLast updated: 17 days ago
Relationship Manager

Relationship Manager

Wood RecruitmentInner, AU
Full-time
Our client is looking for energetic and bubbly personalities who are committed to building great relationships with their customers. As a Relationship Manager you will be responsible for managing an...Show moreLast updated: 30+ days ago
  • Promoted
Customer Relationship Manager Remote

Customer Relationship Manager Remote

HMG CareersRochester, NY, United States
$69,000.00 yearly
Remote
Full-time
This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...Show moreLast updated: 17 days ago
Manager, Client Development

Manager, Client Development

InMobiNew York, US
$111,264.00–$176,000.00 yearly
Building a new company in the recession of 2007 was no ordinary task.Yet with passion and foresight, we charted our course, helping to transform the way consumers engage with their phones.Over the ...Show moreLast updated: 5 days ago
Senior Relationship Manager Commercial Banking

Senior Relationship Manager Commercial Banking

ESL Federal Credit UnionRochester, NY , US
$136,334.00–$171,872.00 yearly
Full-time
This position is hybrid and remote eligible for up to 40% of the time.The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Friday 8 : 00 - 5 : 00 ...Show moreLast updated: 30+ days ago
Client Success Manager, Enterprise.

Client Success Manager, Enterprise.

YextNew York, US
Yext (NYSE : YEXT) is the leading digital presence platform for multi-location brands, with thousands of customers worldwide. With one central platform, brands can seamlessly deliver consistent, accu...Show moreLast updated: 30+ days ago
Senior Client Account Manager.

Senior Client Account Manager.

RedditNew York, US
Reddit is a community of communities.Its built on shared interests, passion, & trust & is home to the most open & authentic conversations on the internet. Every day, Reddit users submit, vote, & com...Show moreLast updated: 30+ days ago
Supplier Relationship Manager

Supplier Relationship Manager

PaychexWest Henrietta, New York
$60.00–$95.00 hourly
The Supplier Relationship Manager is responsible for establishing and managing relationships with qualified suppliers and monitoring supplier performance. Partners with internal cross-functional tea...Show moreLast updated: 30+ days ago
Client Relationship Manager

Client Relationship Manager

The Colwell Law GroupRochester, NY, US
30+ days ago
Salary
$50,000.00 yearly
Job description

This is an on-site role in Pittsford, NY.

No relocation assistance is provided.

Do you love talking to people and selling a product you believe in? We’re growing our team and looking for a driven inside sales representative ready to take the next step in their career. You’ll work on prospecting and persuading qualified leads further down the sales funnel. If you’re looking to maximize your earning potential, start your application today!

50,000 Salary plus quarterly bonuses

Compensation :

50,000 Salary plus quarterly bonuses

Responsibilities :

Client Intake & Qualification :

  • Respond to inbound inquiries (calls, emails, web forms) promptly and professionally.
  • Collect essential potential new client (PNC) / client information, including case details, and accurately enter it into the firm’s CRM or case management system (Lawmatics).
  • Pre-screen potential clients to determine if their legal needs align with the firm’s practice areas and jurisdictions.
  • Explain the firm's services, pricing, and processes to prospective clients.

Sales & Lead Conversion :

  • Use consultative sales techniques to convert qualified leads into scheduled consultations.
  • Proactively follow up with leads to ensure a high show rate for consultations.
  • Track and manage leads through each stage of the sales funnel, ensuring no opportunities are missed.
  • Appointment Scheduling :

  • Schedule consultations based on client needs and CRM availability.
  • Coordinate follow-ups and ensure potential clients receive necessary communication.
  • Customer Service :

  • Provide excellent customer service by addressing any concerns, answering client questions, and ensuring they feel supported throughout the intake process.
  • Administrative Duties :

  • Maintain accurate and up-to-date records of all client interactions in the firm’s database.
  • Generate daily, weekly, and monthly reports on lead activity, show, and conversion rates.
  • Collaborate with Client Relations Managers and administrative staff to ensure smooth transitions from intake to case management.
  • Qualifications :

  • Proven experience in a sales, customer service, or client intake role, preferably within a legal setting.
  • Strong communication and interpersonal skills.
  • Familiarity with legal services, terminology, or prior experience working in a law firm is a plus.
  • Ability to multitask, prioritize, and manage time efficiently.
  • Proficient in CRM software, case management systems, and Microsoft Office Suite.
  • Strong attention to detail and organizational skills.
  • Ability to handle sensitive and confidential information with discretion.
  • A self-starter with a goal-driven mindset.
  • Valid driver's license.
  • About Company

    Benefits :

  • 401(k) retirement plan with a 4% matching contribution
  • Medical coverage with a national network and the firm pays for 75% of the Employee cost
  • Company paid $50,000 Life Insurance Policy
  • Dental, vision / Rx, pet, Aflac, and life insurance policy options
  • Paid time off 10 days of vacation, 7 days of personal, and 8 paid holidays
  • Collaborative management philosophy
  • Professional, respectful, and diverse work culture