Guideline, Inc.

Client Relationship Manager

Guideline, Inc.

Overview

Role involves managing client relationships and ensuring customer satisfaction.

Ideal candidate has 3+ years in customer service with strong communication skills.

68k usd / yearremotemidEnglishSalesforce

Locations

  • United States

Requirements

  • 3+ years in customer service or relationship management
  • 1+ years in customer retention
  • Experience with customer support platforms and CRMs

Responsibilities

  • Act as primary contact for clients
  • Build client loyalty
  • Resolve issues and ensure satisfaction
  • Drive product value
  • Manage 401(k) plan changes
  • Collaborate with cross-functional teams
  • Identify at-risk customers
  • Advocate for client product features

Benefits

  • Health insurance
  • Paid parental leave
  • Flexible time off
  • 401(k) plan
  • Sabbatical after 5 years
  • Learning and development stipend