InnovateMR

Account Manager

• Support the Client Development and Client Relationship teams in delivering a high-quality client experience
• Manage multiple bid requests and coordinate inputs
• Prepare and send accurate, polished, and timely client bids and proposals
• Manage incoming bid requests and deliver proposals within required timelines
• Coordinate scheduling, logistics, and follow-up for client meetings and project launches
• Assist with client requests, gather information, and handle follow-ups
• Collaborate with Sales, Delivery, Partnerships, Operations, and other internal teams to gather project requirements, feasibility information, pricing, timelines, and proposal inputs
• Ensure bids, proposals, pricing, project details, and client information are complete and accurate
• Track outstanding requests, follow up on open items, and flag delays or missing information
• Maintain accurate client and opportunity information in Salesforce and other internal systems
• Support project execution through cross-functional collaboration
• Observe client calls and meetings to develop relationship management skills
• Participate in training and professional development initiatives

Client Relationship Manager

• Maintain client relationships through consistent communication and responsiveness
• Support retention of client revenues through reliable delivery and service quality
• Coordinate bids, proposals, launch calls, and project debriefs
• Act as quarterback for day-to-day client communications
• Participate in or run client meetings alongside senior team members
• Create and manage proposals, prepare SOWs and project documentation
• Prepare data and draft presentations for Quarterly Business Reviews (QBRs)
• Generate monthly opportunity and utilization reports
• Ensure accurate project documentation entry in the CRM system
• Document and maintain client-level Standard Operating Procedures (SOPs)
• Focus on revenue-generating activities and KPIs to ensure consistent portfolio growth
• Collaborate with Delivery and Sales teams to ensure smooth project execution
• Provide backup communication and coverage for assigned clients
• Identify and escalate risks or issues impacting delivery or client satisfaction