Sr. Client Services Manager
US-TX-Dallas
Careers (External)
Req #: 17307
Type: Full Time
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Overview: Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today's biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us. The American Heart Association has an excellent opportunity for a Senior Client Services Manager within the National Corporate Relations (NCR) team. This position can be remote. This role reports to the Senior Corporate Relations Accounts Lead, covering the Southeast and Southwest region territories. The Sr. Client Services Manager is responsible for delivering advanced account services and building on established client relationships. This role oversees the sales support process to ensure accuracy, attention to detail, and excellence in execution. Additionally, the Sr. Client Services Manager project manages day-to-day account operations, including issue resolution, progress tracking, and reporting on achievement of defined goals. Responsibilities: * Serve as the point of contact for servicing assigned accounts, alongside the Account Lead/Director. Provide exceptional account support to build and maintain a positive relationship between the American Heart Association/American Stroke Association and the Account. * Coordinate and lead, as needed, meetings with internal and external stakeholders, prepare agendas and presentations, document action items, and ensure timely follow-up. * Analyze existing accounts to qualify and validate client-specific needs, develop solution criteria, and maintain fulfillment patterns to address underlying issues and prevent recurrence; partner with internal teams to co-develop and implement recommended actions, monitor account preferences, and identify additional business opportunities to inform growth and sales strategies. * Maintain shared documentation and reporting, while streamlining communication processes and driving continuous improvement through feedback and efficiency tools. * Perform market research to assist in determining future strategy for advancing relationships within NCR in assigned territory. Work collaboratively with leadership to establish business development strategies that align with organizational goals, identify growth opportunities, and strengthen long-term relationships. Pipeline Management & Salesforce Administration * Maintain and oversee campaign pipeline tracking within Salesforce, ensuring accurate and timely entry of campaign activities, deliverables, and milestones. * Support leadership with pipeline insights that inform campaign planning and execution. * Support the development of impact summaries and program reporting materials. Qualifications: * Bachelor's degree or equivalent experience required. * 5 years of experience in customer service, sales, program management, or fundraising. * Experience working with CRM platforms (Salesforce preferred). * Strong written communication skills with experience developing pitch decks and presentations. * Strong organizational and project management skills with exceptional attention to detail. * Ability to work independently while navigating cross-functional environments. * Demonstrated ability to make sound decisions and resolve problems effectively under pressure, while clearly communicating solutions to colleagues and external stakeholders. * Excellent organizational and project management abilities. * Ability to build and maintain collaborative relationships with a variety of stakeholders * Highly proficient in advanced PowerPoint, Word, and Excel, with experience delivering engaging presentations to both large and small audiences; familiarity with Canva is a plus. * Ability to effectively interact with corporate representatives at the highest management level.
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