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Client Relationship Management

Client Relationship Management is the ability to cultivate and maintain positive relationships with clients, largely by coordinating efforts across departments, understanding clients' needs, and driving customer satisfaction and loyalty. This ensures consistent revenue through account retention and growth, while driving organizational success in Account Management.

Level 1: Emerging

At an emerging level, you are learning to build and maintain positive relationships with clients, understand their needs, and ensure account-related tasks are effectively managed.

Level 2: Proficient

At a proficient level you are able to effectively build and maintain strong relationships with clients, understand their needs, and provide personalized solutions to optimize their account management experience.

Level 3: Advanced

At an advanced level, you are able to cultivate strong, long-term relationships with clients, anticipate their needs, and proactively address any issues to ensure mutual success within the account management framework.

Where is this capability used?