CIBT

Account Manager

• Nurture and grow the relationships with your client(s) by being a trusted advisor on anything Immigration.
• Create a strategic growth/business plan for your client(s) that will focus on maximizing the client’s usage of our capabilities both at the national and global levels, as applicable.
• Own Client Review meetings, quarterly and annually, and on regularly scheduled client status and review calls
• Review client performance and trends quarterly.
• Define and agree on client(s) strategy, and growth plan during annual business review.
• Collaborate with your client(s) to facilitate maintaining compliance obligations in jurisdictions as applicable to client(s)
• Play an active and central role in the implementation of projects and rollouts.
• Stay up to date on important developments in the law and issue spots with respect to future opportunities and/or issues.
• Proactively seek greater usage and uptake of our products and services.
• Ensure that all client specific processes and procedures are documented in our systems and share them with the supporting teams.
• Share survey and SLA feedback with your client(s) on a regular basis
• Facilitate communication of client requests and agreed upon outputs.
• Utilize critical thinking to look at the big picture and broad impact of actions and solutions when making decisions.
• Evaluate decisions in strategic context, where there are many unknowns, reviewing and adapting as the context develops and changes.
• Engage with management to support development of strategic guidelines.
• Demonstrate ability to assess situation and leverage company resources and internal teams for effective solutions.
• Keep up-to-date on immigration changes for communication to your clients.
• Identify operational weaknesses or areas for improvement and address with appropriate teams.
• Seek out new efficiencies in workflow and lead to implement.
• Provide on-going client specific training.
• Facilitate direct communication with our advisory team and our consultants.
• Assist our global team with internal client transitions as necessary, to ensure that corporate culture/data is captured, and all files transferred smoothly.

Client Relationship Manager

Inside Sales

• This role is critical in bridging marketing activities with sales execution.
• Manage inbound marketing-qualified leads (MQLs), conduct proactive outreach.
• Book appointments for senior sales colleagues on larger enterprise opportunities.
• Directly sell and retain small-to-medium (SME) clients.
• Play an active role in supporting marketing initiatives.
• Ensure accurate sales pipeline management through Salesforce.
• Follow up on marketing-qualified leads promptly and professionally.
• Qualify prospects effectively and identify potential opportunities for SME sales or referral to senior sales colleagues.
• Book a minimum of 2 appointments per week for senior salespeople on large opportunities.
• Sell and retain small and medium SME clients (typically up to 10 matters per year).
• Lead the contract signing process for SMEs and ensure a smooth client handover.
• Collaborate with local operations teams to implement new accounts, ensuring service readiness and client satisfaction.
• Maintain accurate and timely updates in Salesforce CRM, including pipeline, opportunity stages, and activity tracking.

Client Relationship Manager

Inside Sales Specialist