Client Manager - job 1 of 2

Who are We?

Source1 is the leading data and technology company specializing in hospitality procurement. As a Buyers Edge Platform brand, Source1 goes beyond conventional solutions, offering innovative procurement strategies, flexible supply chain management, and tailored strategic services. Our commitment to hospitality success is reflected in providing our members with exclusive access to nationally contracted pricing on essential everyday supplies and services, dedicated account management, and seamlessly integrated data and technology solutions. At Source1, our customized solutions are designed to not only add significant value but also unlock unparalleled savings potential for hospitality operators.

This is a hybrid position out of our Lake Worth, FL office with the ability to work from home on Fridays. We are unable to offer work sponsorship for this role.

Your impact:

Source1 is seeking to hire a new Client Manager who will be responsible for managing new and current accounts. You will work closely with clients to add additional account revenue by adding new programs. You’ll manage accounts in conjunction with the sales team and be a key piece in a team driven culture. This position requires high energy and strong interpersonal skills, as communication within the team and with clients is crucial. 

• Minimum of 50 daily client outreaches (calls, emails, campaigns, etc.)
• Establish and deepen client relationships by understanding their business objectives and providing exemplary support as their primary contact within Source1
• Conduct weekly, monthly, and quarterly meetings with clients on updates, information, concerns, and new opportunities 
• Serve as the client’s voice within Source1  
• Keep organized for both the internal team, as well as the needs of the clients
• Proactively anticipate customer needs and identify any potential issues. Create recommendations and facilitate action for resolution 
• Identify opportunities for potential upsell  
• Organize and conduct onboarding of clients 
• Work together with VP of Client Relations to build and maintain client relationships
• Keep all applicable people in the loop 
• Organize, schedule, prepare and conduct business reviews on a quarterly basis
• Maintain timely follow-up for any client requests
• Log all activities, communication, and client data updated internal and external within the CRM systems and databases
• Market new programs and services to clients
• Provide frequent updates on project progress
• Must be comfortable being the point person for the client and internal departments
• Have a full understanding of Source1 interaction with Platform brands
• Work with other departments in driving additional revenue through direct manufacturer programs
• Be available to travel to visit clients face to face
• Facilitate customer portals

About you:

• 3+ years of customer service experience
• 1+ years of sales calling experience
• 4-year Bachelors’ or Associate's degree preferred
• Hospitality experience is a plus
• Microsoft Office (Excel, Word, Outlook, Teams, PowerPoint) proficiency
• Ability to travel up to 25% of the time
• Valid, unrestricted driver’s license with the ability to rent a car
• Salesforce or other CRM experience
• Strong interpersonal and verbal and written communication skills
• A strong sense of urgency
• Strong ability to adapt to change

Don’t meet every requirement mentioned here? Studies have shown that women, communities of color and historically underrepresented talent are less likely to apply to jobs unless they meet every single qualification. At Buyers Edge Platform and our subsidiary brands, we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we strongly encourage you to apply. You may be just the right candidate for this position or others with us!

What’s in this for you?

Amazing coverages to start. Medical, dental, and vision coverages are just the beginning! We also offer ancillary plans, such as flexible spending accounts for both health and dependent care, critical illness, accident, and voluntary life as well as company paid life and long-term-disability plans! On top of this, we also offer a 401(k) plan with company match.

Invest in your success. We will provide you with a thorough training and development program and offer competitive compensation.

Live well = Work well. Relax with our Personal Responsibility Paid Time Off policy where you don’t have to accrue time off in order to take it! We also have half-day Summer Fridays!