At CallTek, our reputation is built on trust, precision, and follow-through. The Client Services Manager (CSM) strengthens that reputation by managing post-sales relationships, ensuring extraordinary customer experiences, and driving revenue expansion within existing accounts.
The CSM acts as a strategic partner to assigned clients—serving as their advocate, maintaining clear communication, and ensuring internal accountability. With strong relationship management and consultative discovery, the CSM uncovers opportunities for expanded services, technology offerings, contract growth, and long-term partnership alignment.
In addition to managing existing clients, the CSM supports the sales team in onboarding new customer contracts, ensuring proper documentation, communication, and a smooth path from contract execution to service delivery.
• Bachelor’s degree in Business, Communications, or related field preferred.
• 3+ years in client success, account management, or consultative sales.
• Proven success in growing existing accounts.
• Strong communication, organization, and follow-up skills.
• CRM and workflow tool proficiency (Monday.com preferred).
• Strong balance of customer satisfaction and commercial goals.
Key Responsibilities
• Serve as the primary point of contact for assigned clients, ensuring contract obligations are met responsiveness and consistent communication.
• Participate in all client-facing meetings and distribute notes promptly.
• Build trust through transparency, follow-through, and consultative engagement.
• Attend Operations conducted scheduled business reviews to assess performance and identify new opportunities.
• Identify upsell and cross-sell opportunities across CallTek services and tools.
• Develop business cases and solution outlines to support proposals.
• Partner with Sales Leadership to finalize pricing and commercial terms.
• Own the lifecycle of existing-account growth opportunities.
• Maintain accurate CRM updates on opportunity progress.
• Support renewal cycles by reviewing performance and expansion paths.
• Maintain visibility into commitments through documentation and communication.
• Surface risks or customer-impacting concerns promptly to leadership.
• Provide proactive updates to stakeholders to ensure alignment.
• Collaborate with Sales, Operations, Product, and New Services teams.
• Share client insights to inform improvements to services and offerings.