Client Relationship Manager

Transition Strategies, LLC

Client Relationship Manager fostering relationships at Blue Ridge Associates, a top ESOP administration firm. Responsible for client satisfaction and retention through effective communication and service delivery.

Posted 4/28/2026full-timeChicago • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $95,000 - $145,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as a primary point of contact—alongside the plan consultant—for assigned ESOP clients.
Address client inquiries, concerns, or service issues promptly and professionally to ensure a positive client experience.
Communicate Blue Ridge’s value proposition effectively, especially with 'at-risk' clients, to strengthen satisfaction and retention.
Provide proactive client touches throughout the annual cycle, including quarterly informational emails and periodic phone calls to assess satisfaction.
Collaborate closely with internal administration teams to ensure timely and accurate service delivery aligned with client expectations.
Monitor annual administration timelines within the ESOP recordkeeping system and ensure clients remain informed throughout the process.
Participate in annual planning or year-end calls as needed to prepare clients for upcoming deliverables and milestones.
Prepare and annually review Plan Health Reports that highlight key statistics, services delivered, and strategic goals for each client.
Recommend improvements or updates to client service models based on data insights and client needs.
Review client profitability and make recommendations for fee adjustments, service changes, or staffing realignment when appropriate.
Identify opportunities to introduce ESOP consulting services or cross-sell additional Blue Ridge offerings.
Provide demonstrations of ESOPConnection, the participant website, to support client understanding and adoption.
Contribute to developing and refining internal practices that enhance client service quality, efficiency, and documentation.
Assist with special internal or client initiatives as needed.
Perform additional duties as assigned.

Requirements

What you’ll need

3+ years of experience in client relationship management, account management, or a similar client-facing role.
Strong written and verbal communication skills with the ability to build trust and rapport.
Ability to identify client needs and collaborate internally to ensure successful outcomes.
Strong problem-solving and customer-focused mindset.
Proficiency with CRM software and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Strategic thinking, including the ability to assess client profitability and recommend improvements.
Ability to manage multiple accounts and deadlines in a fast-paced environment.
ESOP knowledge preferred but not required.
Bachelor's degree in Business or a related field.
Minimum 3 years of client relationship, account management, or customer success experience.
Experience participating in or managing client meetings, touchpoints, or business reviews required.

Benefits

Comp & perks

Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
401(k) with company match + HSA with contribution
Generous PTO for parental leave, vacation and holiday time
Support for certifications, association dues, and professional growth
Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client relationship managementaccount managementproblem-solvingstrategic thinkingCRM software proficiencyMicrosoft Office Suitedata insightsservice deliveryfee adjustmentsESOP knowledge

Soft Skills

written communicationverbal communicationtrust buildingrapport buildingcollaborationcustomer-focused mindsettime managementadaptabilityclient satisfactionproactive communication