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Rea · 2 hours ago

Client Relationship Coordinator

Wooster, OH

Full-time

Hybrid

Mid Level

3+ years exp

Rea is a growing Top 100 business advisory & accounting firm providing services in tax, accounting, and business consulting. The Client Relationship Coordinator (CRC) serves as a primary relationship partner for managed services clients, focusing on building trust and ensuring clients are connected to the right technical experts to effectively use technology.

ConsultingFinancial ServicesLegal

Growth Opportunities

Responsibilities

Serve as the primary point of contact for assigned clients

Build and maintain trusted client relationships through regular, proactive communication

Understand client business goals, operating challenges, and growth plans

Advocate for the client internally to ensure alignment between expectations and service delivery

Coordinate engagement between clients and RIS technical experts (data services, engineering, security, service delivery)

Ensure client questions, concerns, and initiatives are routed to the appropriate subject matter experts

Track follow-through on action items, recommendations, and approved initiatives

Participate in issue escalation and resolution as a client advocate (not technical lead)

Prepare and lead Quarterly Business Reviews (QBRs) in collaboration with technical teams

Present service trends, risks, improvements, and upcoming opportunities in a clear, business-focused manner

Help clients understand cybersecurity risks, IT posture, and improvement priorities at a high level

Assist clients with technology budgeting, roadmap discussions, and prioritization

Monitor managed services contracts, SLAs, and renewals

Ensure services delivered align with client needs, priorities, and agreed-upon scope

Partner with service delivery leadership to address service quality concerns

Support renewals and contract changes in coordination with leadership

Identify opportunities where additional services or projects may benefit the client

Collaborate with Business Development and technical leaders to scope solutions

Assist with proposal coordination and handoff once work is approved

Participate in marketing efforts such as client stories, educational content, or events (optional, based on interest and aptitude)

Liaison between client and service delivery teams for critical client issues for multiple and/or complex accounts to review issues, risks, service level agreements

High level of understanding of current information technology and cybersecurity risks needed to include in operational quarterly business reviews with clients

Nurture client relationships by actively building trust through consistent, honest, and regular client contact

Continuously develops product and services knowledge to better educate and advocate services with existing and prospective customers, translating customer's needs into solutions that solve business issues

Monitor adherence to contractual obligations (SLA/SLEs) and ensure deliverables meet client contractual requirements and are consistent with client priorities, time, budget and quality standards

Use of CRM, Business Review, and proposal systems, to manage pipeline and ensure integrity of data through accurate and timely entry as needed

Use of client management systems to document client interactions and ensure communication is effective and transparent across client and internal teams

Identify service and product sales opportunities within assigned accounts and manage proposal, acceptance, and service delivery hand-off processes

Attend assigned sales and pipeline meetings and ensure sales opportunities are compliant with company policy

Take part in marketing planning and execution processes

Participate in video marketing by creating various customer success, tech tips, and other video content

Collaborate with the Business Development Manager to ensure business opportunities are actively communicated

Work with service delivery management to ensure exceptional service delivery

Work with Rea subject matter experts to advise customers on security best practices, policies, regulatory compliance, and cyber insurance requirements

Participate in root cause analysis and resolution of service delivery concerns

Qualification

Client Relationship ManagementUnderstanding Business GoalsManaged IT ServicesCybersecurity FundamentalsCloud ServicesPSA/CRM ToolsCommunication SkillsOrganizational SkillsInterpersonal SkillsAttention to Detail