Jobs · Florida

Client Relationship Manager

The Freeman Company (TFC) Brands · Orlando, FL · 1 mo ago
Hybrid$68k–$80k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "About Us", "Summary", "Essential Duties & Responsibilities", "Education & Experience", "Travel Requirements", "What We Offer", "Diversity Commitment". We need to use headings

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we must only include sections when posting has real specific content. We need to map content to appropriate headings. We have: - About Us: description of company. Could be "About the role"? Actually "About Us" is company overview. Could be placed under "About the role"? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those exact headings if we have content. We need to decide which sections we have content for. We have: - Summary: describes role responsibilities. Could go under "Responsibilities". Also "Essential Duties & Responsibilities" is detailed list. So we can combine into Responsibilities. - Education & Experience: could go under "Requirements" or "Qualifications". We have "Education & Experience" includes Bachelor's degree preferred, HS diploma or equivalent required, 3+ years sales experience, etc. That's qualifications. So we can put under "Qualifications". Also "Skills" maybe separate: proficiency in Salesforce, MS Office, AI proficient, communication, presentation, negotiation, willingness to travel. Could be under "Skills". But we can also combine into Qualifications. However we need to avoid thin sections. Better to have sections: Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule? We have schedule: hybrid schedule, work in-office and/or show-site 2-3 days per week. That's schedule. So we can have Schedule section. Pay: Salary range $68,000-$80,000 based upon experience. Eligible for annual bonus up to 20% of base salary. That's pay. Benefits: "What We Offer" includes medical, dental, vision insurance, tuition reimbursement, paid parental leave, life, accident and disability, retirement with company match, paid time off. Also maybe other benefits. So Benefits section. We also have Travel Requirements: travel 50-75%; occasional weekend and evening work required. That could be part of Responsibilities or maybe a separate section? Not in list of headings; we could incorporate into Responsibilities or Schedule? Travel is not schedule exactly. Could be part of Responsibilities. We'll include travel under Responsibilities. We also have "Diversity Commitment" which is EEO boilerplate; we must remove EEO/equal-opportunity boilerplate. So drop that. We also have "About Us" which is company overview; not required heading but could be placed under "About the role"? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we could have an "About the role" section that includes the summary and maybe company overview. However we already have Summary describing role. We'll put that under About the role? Actually "About the role" could be a brief description. We'll use "About the role" heading and put the Summary paragraph there. Then Responsibilities heading with the Essential Duties & Responsibilities content (list). We'll need to format as
  • for each duty. Qualifications heading: Education & Experience content. Skills heading: proficiency in Salesforce, MS Office, AI proficient, excellent communication, presentation, negotiation skills, willingness to travel 50-75%; occasional weekend and evening work required. Also maybe strong drive for new business development etc. That's more like qualifications but we can separate. Benefits heading: What We Offer list. Pay heading: Salary range and bonus. Schedule heading: hybrid schedule, work in-office and/or show-site 2-3 days per week. We must not repeat job title as heading. Not include Job ID etc. We must preserve all substantive information; do not invent or summarize away detail. Must not create sections with filler like "commensurate with experience". We have actual specifics. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. We have none besides Diversity Commitment (EEO) which we drop. We need to output only HTML fragment, no /, no markdown fences. Let's craft. Structure:

    About the role

    Summary paragraph...

    Responsibilities

    • ...
    • ...

    Qualifications

    Education & Experience paragraph...

    Skills

    • ...
    • ...

    Benefits

    • ...
    • ...

    Pay

    Salary range...

    Schedule

    Hybrid schedule...

    Check that we didn't miss any substantive info: Locations list: "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". That's location requirement. Where to put? Could be under Qualifications or maybe under About the role? It's a requirement. Could add to Qualifications as a sentence. We'll include in Qualifications paragraph. Also "This position will support our AV Sales group under our Growth (Sales) team." That's role description; could be in About the role. Also "It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week." Already schedule. Also "The CRM works closely with the CSM to transition accounts into execution while maintaining overall relationship accountability." That's responsibility. Also "The CRM owns the client relationship and drives revenue growth across a portfolio of new and existing accounts." etc. We need to ensure we preserve all bullet points from Essential Duties & Responsibilities. Let's extract them: Essential Duties & Responsibilities: 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. We need to keep these as list items. Could group under subheadings? Not required; just a flat list. Now Qualifications: "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." We also have location list. We'll put location in Qualifications as a sentence. Skills: maybe we separate some: 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. Also strong drive for new business development and account growth could be skill. But we already used strong drive in Qualifications. To avoid duplication, we need to decide where each piece goes. The instruction: preserve ALL substantive information; do not invent or summarize away detail. So we must include each piece somewhere, but we can decide grouping. Avoid duplication? Not prohibited but better not repeat same sentence. We'll split: Qualifications includes education, experience, location, maybe strong drive. Skills includes technical proficiencies and soft skills. Let's parse: Education & Experience bullet: 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. Thus this paragraph includes many items. We could keep it as one paragraph under Qualifications. Then we might not need separate Skills section. But we have headings list includes Skills; we could still include Skills if we have content. However we risk duplication if we repeat same content. Better to have only Qualifications and maybe Skills not needed. But we need to follow instruction: "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., not that we must use all. So we can omit Skills if no specific content beyond what's already in Qualifications. However we have some specific skills like "AI proficient". That's still part of Qualifications. So we can omit Skills. But we have Benefits, Pay, Schedule sections. We also have Travel Requirements: Travel 50% to 75% (already covered in Qualifications). So we can drop separate Travel Requirements. Thus final sections: About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. Check we haven't missed any substantive info: The summary paragraph about 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" We'll put that in About the role. Now Responsibilities: list all duties. Qualifications: education/experience/location etc. Benefits: list from What We Offer. Pay: salary range and bonus. Schedule: hybrid schedule. Now ensure we didn't include any boilerplate: Diversity Commitment removed. Now produce HTML. We need to wrap each section in

    and content. For lists, use
    • ...
    . For prose

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