Client Relationship Manager
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should not repeat job title as heading. We need to include sections only when posting has real, specific content. We have content: About Us (company description) maybe not needed? The instruction says we can use headings like About the role, Responsibilities, Requirements, etc. "About Us" is not listed but could be considered "About the role"? Actually "About Us" is company overview, not role. Might be okay to include as a paragraph without heading? The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those as examples. Probably we should map content to those headings.
We have:
- Summary: description of role. Could be "About the role" heading.
- Essential Duties & Responsibilities: list of duties. Could be "Responsibilities".
- Education & Experience: could be "Requirements" or "Qualifications". We have both education and experience. Could combine into "Qualifications".
- Travel Requirements: maybe part of "Requirements" or separate? Could be included under Responsibilities? Probably include as part of Requirements.
- What We Offer: benefits and pay. Could be "Benefits" and "Pay". The posting includes benefits list and salary range and bonus. So we need Benefits section (list) and Pay section (maybe include salary range and bonus). Schedule: mention hybrid schedule (2-3 days in-office/show-site). So we can have Schedule section.
We must not include boilerplate like Diversity Commitment, EEO, etc. Remove that.
Also remove "About Us" maybe we can incorporate into a brief paragraph without heading? But we could treat as "About the role"? Actually "About Us" is company overview, not role. Might be okay to include as a paragraph without heading, but instruction says use for section headings; doesn't forbid paragraphs without heading. So we can include a
for section headings; doesn't forbid paragraphs without heading. So we can include a
for company overview. We must not repeat job title as heading. No job title given explicitly; we can ignore. We must not include Job ID/requisition numbers. We must preserve all substantive information. Let's extract details: Company overview: "The Freeman Company is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’s largest network of experts, The Freeman Company's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 99-year legacy in event management as well as new technologies to deliver moments that matter." Summary: "The CRM owns the client relationship and drives revenue growth across a portfolio of new and existing accounts. This role is the primary AV and Event Technology opportunity owner — responsible for selling Freeman’s full suite of event technology solutions and Freeman Company offerings, structuring long-term agreements, and ensuring clients view Freeman as a strategic partner. The CRM works closely with the CSM to transition accounts into execution while maintaining overall relationship accountability. This position will support our AV Sales group under our Growth (Sales) team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week. The ideal candidate will be based out of any of the following locations: Dallas, TX San Antonio, TX Austin, TX Chicago, IL Orlando, FL Alexandria, VA Las Vegas, NV" Essential Duties & Responsibilities: list bullet points. Let's extract bullet points: Business Development & Sales - Actively sell Freeman Event Technology solutions to new and existing clients across a portfolio generating $1M+ in annual revenue. - Prospect new accounts through cold calls, referrals, industry events, and lead follow-up. - Develop and present proposals, pricing, and credit terms in compliance with Freeman policies. - Obtain future event schedules from clients and secure long-term agreements. - Cross-sell and up-sell Freeman’s full suite of services to maximize account value. - Create and track account plans; record all activities in Salesforce CRM. Client Relationship Management - Build and maintain customer relationships from C-suite through department level within each account. - Conduct regular strategy sessions, de-briefs, and site visits throughout the year. - Maintain a minimum 18-month renewal plan for all booked accounts. - Host client engagement activities; entertain clients and prospects as needed. - Respond to client complaints as required. - Manage timely invoicing and payment collection as required. - Utilize the Account Segmentor tool to support retention and renewal planning. Account Administration - Maintain accurate, up-to-date revenue, key dates, documents, and contacts in Salesforce. - Submit itemized expense reports per company policy. - Support CSM onboarding and assist in building account team relationships. - Attend local industry chapter events and Freeman-hosted Inside Live events. Collaboration with CSM. - Transition signed accounts to the CSM with full context on client requirements and expectations. - Collaborate with CSM on pre-sale budget development and scope definition. - Determine the CRM/CSM team communications internally and with the customer. - Partner with CSM on upsell identification and execution of scope changes. - Remain the escalation point for strategic relationship issues. Education & Experience - Bachelor’s degree preferred, High School Diploma or Equivalent with relevant work experience required - 3+ years of sales experience with proven revenue responsibility of $1M+. - Strong drive for new business development and account growth. - Proficiency in Salesforce and Microsoft Office Suite; AI proficient. - Excellent communication, presentation, and negotiation skills. - Willingness to travel 50–75%; occasional weekend and evening work required. Travel Requirements - Travel 50% to 75% What We Offer - Medical, Dental, Vision Insurance - Tuition Reimbursement - Paid Parental Leave - Life, Accident and Disability - Retirement with Company Match - Paid Time Off - Salary range of $68,000-$80,000 based upon experience. - Eligible for an annual bonus of up to 20% of the base salary. We need to output HTML fragment with sections. We'll have:
Company overview...
About the role
Summary paragraph...
Responsibilities
- ...list items...
Qualifications
- ...education & experience items...
Benefits
- ...benefits list (excluding salary and bonus? maybe include them in Pay)
- Actively sell Freeman Event Technology solutions to new and existing clients across a portfolio generating $1M+ in annual revenue.
- Prospect new accounts through cold calls, referrals, industry events, and lead follow-up.
- Develop and present proposals, pricing, and credit terms in compliance with Freeman policies.
- Obtain future event schedules from clients and secure long-term agreements.
- Cross-sell and up-sell Freeman’s full suite of services to maximize account value.
- Create and track account plans; record all activities in Salesforce CRM.
- Build and maintain customer relationships from C-suite through department level within each account.
- Conduct regular strategy sessions, de-briefs, and site visits throughout the year.
- Maintain a minimum 18-month renewal plan for all booked accounts.
- Host client engagement activities; entertain clients and prospects as needed.
- Respond to client complaints as required.
- Manage timely invoicing and payment collection as required.
- Utilize the Account Segmentor tool to support retention and renewal planning.
- Maintain accurate, up-to-date revenue, key dates, documents, and contacts in Salesforce.
- Submit itemized expense reports per company policy.
- Support CSM onboarding and assist in building account team relationships.
- Attend local industry chapter events and Freeman-hosted Inside Live events.
- Transition signed accounts to the CSM with full context on client requirements and expectations.
- Collaborate with CSM on pre-sale budget development and scope definition.
- Determine the CRM/CSM team communications internally and with the customer.
- Partner with CSM on upsell identification and execution of scope changes.
- Remain the escalation point for strategic relationship issues.
- Bachelor’s degree preferred, High School Diploma or Equivalent with relevant work experience required
- 3+ years of sales experience with proven revenue responsibility of $1M+.
- Strong drive for new business development and account growth.
- Proficiency in Salesforce and Microsoft Office Suite; AI proficient.
- Excellent communication, presentation, and negotiation skills.
- Willingness to travel 50–75%; occasional weekend and evening work required.
- Medical, Dental, Vision Insurance
- Tuition Reimbursement
- Paid Parental Leave
- Life, Accident and Disability
- Retirement with Company Match
- Paid Time Off
Pay
Salary range of $68,000-$80,000 based upon experience. Eligible for an annual bonus of up to 20% of the base salary.
Schedule
Hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week. Travel 50% to 75%; occasional weekend and evening work required.
We also have location list; maybe include in About the role paragraph. We must not include filler like "commensurate with experience". We have specific salary range and bonus, so Pay section is valid. Schedule: we have hybrid schedule and travel; we can combine. We must not include sections with no real content. All sections have content. We must not include duplicated lines. Let's craft HTML. We need to ensure proper escaping of special characters like &, but it's fine. We'll output:The Freeman Company is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’s largest network of experts, The Freeman Company's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 99-year legacy in event management as well as new technologies to deliver moments that matter.
About the role
The CRM owns the client relationship and drives revenue growth across a portfolio of new and existing accounts. This role is the primary AV and Event Technology opportunity owner — responsible for selling Freeman’s full suite of event technology solutions and Freeman Company offerings, structuring long-term agreements, and ensuring clients view Freeman as a strategic partner. The CRM works closely with the CSM to transition accounts into execution while maintaining overall relationship accountability. This position will support our AV Sales group under our Growth (Sales) team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week. The ideal candidate will be based out of any of the following locations: Dallas, TX; San Antonio, TX; Austin, TX; Chicago, IL; Orlando, FL; Alexandria, VA; Las Vegas, NV.
Responsibilities
Qualifications
Benefits
Pay
Salary range of $68,000-$80,000 based upon experience. Eligible for an annual bonus of