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Client Services Manager job description template

If you are hiring for this role, start here. This free template is our detailed definition of the position, with everything you need to find and hire the right person. Copy it, add your own requirements, and post it.

Free job description below
Median pay
$56,182per year, about $27 an hour
Range$24,000 to $85,000 a year
Hourly$12 to $41 an hour
Also calledCustomer Service Manager, Client Service Coordinator, Client Relationship Manager
DepartmentCall Center and Customer Service
The role

What is a Client Services Manager?

Client Services Managers work in a variety of industries where they establish and maintain long-term and professional relationships with clients and business partners.

They also lead and supervise the team of client services representatives and recruit new team members.

Client Services Managers present business proposals to clients, assist them in the selection of the company’s products and services, and provide quality customer service via phone or in person.

They are also responsible for developing marketing and pricing strategies with other professionals, identifying areas of improvement, and establishing effective communication platforms.

What to screen for

The top Client Services Manager skills.

Five things separate a strong hire from a résumé that reads well. Use these as your scorecard criteria.

SkillWhy it matters
Customer ServiceThe essence of a successful Client Services Manager is the ability to provide excellent customer service experience. Because they collaborate with clients on a daily basis, customer service is crucial since it can lead to closing business deals, building strong relationships, and engaging with clients respectfully and professionally.
CommunicationCommunication is required for Client Services Managers because it allows them to interact with clients, partners, and team members daily. Both oral and written communication shows professionalism and confidence in handling business relationships and ensures successful partnerships. Communication also helps Client Services Manager recruit and train new team members.
LeadershipEvery managerial role demands exceptional leadership skills. In the case of Client Services Managers, they use leadership to guide, support and encourage their team members to perform their best. Leadership also helps them successfully conduct training sessions to improve the productivity of their team.
Business AcumenClient Services Managers must have a strong knowledge and understanding of the industry they work in and the most suitable ways to attract and sustain clients. Once they know how to run and manage business activities and procedures, they become closer to establishing valuable partnerships and increasing revenue.
OrganizationAn effective organization is crucial for Client Services Managers. Remaining organized allows them to keep track of their duties, meetings, assignments, and other responsibilities. They must efficiently divide their time between engaging with clients, monitoring team members, attending meetings, and collaborating with other professionals.
Free template

The job description, ready to post.

Copy it as written, or edit it until it sounds like your company. Both work.

Client Services ManagerCall Center and Customer Service · Free to use and edit

Our company is looking for an experienced Client Services Manager! We are searching for a candidate who will be responsible for leading and supervising the team of client service representatives and ensuring they deliver excellent customer service to clients. As a Client Services Manager, your main focus will be on establishing and maintaining strong business relationships with clients and partners and proposing attractive business offers.

You will also provide advice and explanations about the company’s products and services to clients via phone or in person and handle and resolve arising complaints or inquiries. Additionally, you will collaborate with other professionals on implementing marketing and pricing strategies and identifying areas of improvement.

To be successful as a Client Services Manager, you should have outstanding customer service, communication, leadership, business, and organizational skills.

Duties and responsibilities

  • Lead and supervise the team of client services representatives
  • Establish and maintain strong business relationships with clients and partners
  • Conduct business reviews and present business proposals to clients
  • Ensure quality customer service is provided to clients
  • Coordinate with other departments to develop pricing and marketing strategies and implement new programs and services
  • Handle and resolve client complaints and inquiries
  • Develop surveys and collect feedback from clients
  • Advise clients on the company’s products and services by providing accurate information
  • Establish an effective client communication platform
  • Provide professional and quality customer service via phone, email, or in person
  • Identify new areas of improvement and driving success
  • Recruit and coach new team members and measure their performance

Requirements

  • Bachelor’s degree in business, business administration, business management, or a similar field
  • Professional customer service certification is preferred
  • Previous working experience in customer service or managerial role
  • Strong knowledge of general business principles and methods
  • The ability to establish and sustain professional relationships with various clients and partners
  • Exceptional verbal and written communication
  • Leadership and motivation skills
  • Excellent organization
Add your pay range, benefits, and location before you post. Postings with a stated range get significantly more finished applications than the ones that leave it out.

Take the template with you

Copy it straight into your job board or ATS, or have it emailed to you with the interview questions for this role.

Education

Degree first, then the certification.

The most common educational requirements for Client Services Managers include a Bachelor’s degree in business, business administration, or business management.

Any coursework that deals with business can prepare prospective candidates for this career path.

Desirable candidates may also acquire professional certifications to boost their applications.

Some of the suitable certifications and courses include Certified Customer Care Manager, Certified Customer Focus Management Professional, Customer Experience Manager, etc.

CCCM

Certified Customer Care Manager

Demonstrates expertise in managing customer care operations effectively.

Customer Service Institute of America
CCFMP

Certified Customer Focus Management Professional

Validates skills in customer-focused management strategies.

Customer Service Institute of America
Treat these as a signal, not a requirement. Plenty of strong candidates come up through experience without one.
After the applications land

Sample interview questions for a Client Services Manager.

Once you have gathered the applications, work through these in order. Twelve questions across four areas, enough to tell your shortlist apart.

Personal
  • Could you list your strongest personality traits?
  • Have you ever thought about changing your career path?
  • If you could be an animal, which one would you become?
Human Resources
  • Could you tell us a little more about your college major?
  • How many years of experience do you have in client management?
  • Do you have any particular career goals for the future?
Management
  • What does your managerial style look like?
  • What do you find the most challenging aspect of working with clients?
  • How would you define excellent customer service?
Technical Skills and Knowledge
  • How essential do you believe collaboration is to a company?
  • Have you ever had difficulties resolving a client’s problem?
  • What is your understanding of the industry’s regulations and policies?
Pay

How much to pay when hiring.

Annual pay by percentile. Where you land depends on the size of the cycle they will own, and the 25th percentile is usually where a first analyst hire sits.

10th percentile$24,000
25th percentile$40,500
Median$56,182
75th percentile$67,000
90th percentile$85,000

Hourly equivalents run from $12 at the 10th percentile to $41 at the 90th.

Related job titles

Candidates may apply under a different name.

Post the title your industry uses and keep the rest of the description. These three roles overlap enough that the same posting usually reaches all of them.

Same work, different title

Three titles, one description.

Search behavior varies by industry, so the same job is advertised under several names. If you are unsure which one your candidates search for, run two titles and see which fills.

Client Service Coordinator

Client Service Coordinators act as primary liaisons between the company and its clients.

$38,137 median

Client Relationship Manager

Client Relationship Managers are business professionals who focus on developing strong relationships with clients and maintaining trust and loyalty.

$51,115 median
Questions

Frequently asked questions.

What is a Client Services Manager?

Client Services Managers are professionals who establish and maintain long-term professional business relationships with clients and partners.

They present business proposals, provide assistance and advice regarding the company’s products and services, and ensure complete customer satisfaction.

Who do Client Services Managers report to?

Client Services Managers typically report to Client Services Executives or other members of the upper-management team.

What are the different types of Client Services Managers?

Based on their specific duties and the type of company they work in, Client Services Managers can be:

  • Relationship Managers
  • Customer care Executives
  • Area Service Managers, etc
What are the crucial Client Services Manager skills?

Client Services Managers must have outstanding customer service, communication, leadership, business management, and organizational skills.

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