Client Relationship Manager

We need to output HTML fragment with sections: About the role? Actually we need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We need to parse the posting. The posting includes: - About Us (company description) - maybe not needed as a heading? Could be "About the role"? Actually "About Us" is company description. The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have "About the role" heading for summary of role. The posting includes a "Summary" paragraph describing role. So we can put that under

About the role

with

. - Responsibilities: The posting includes "Essential Duties & Responsibilities" with subcategories: Business Development & Sales, Client Relationship Management, Account Administration, Collaboration with CSM. We can combine into a single

• list of duties. Should we break into subheadings? Not required; just list items. - Requirements: The posting includes "Education & Experience" with bullet-like sentences: Bachelor’s degree preferred, High School Diploma or Equivalent with relevant work experience required, 3+ years of sales experience..., Proficiency..., Excellent communication..., Willingness to travel..., Travel Requirements (Travel 50% to 75%). Also "Travel Requirements" separate line. We can treat these as requirements. - Qualifications: Might overlap with Requirements. Could combine? But we need separate sections only if content. Could have "Qualifications" for education/experience, and "Skills" for proficiencies. However we must not create thin sections. Let's see: 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+. That's qualifications. Then "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." Those are skills. Travel Requirements line duplicates travel. Could include under Skills or Requirements. - Benefits: The posting includes "What We Offer" with list: Medical, Dental, Vision Insurance, Tuition Reimbursement, Paid Parental Leave, Life, Accident and Disability, Retirement with Company Match, Paid Time Off. Also Salary range and bonus. So we have Pay and Benefits sections. - 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: The posting mentions "It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week." Also location list. So we can have Schedule section with that. We must not repeat job title as heading. No Job ID etc. We must remove boilerplate: Diversity Commitment, EEO, etc. Also remove "About Us" maybe? But we could keep company description under About the role? Actually About the role is role summary; we could also include company description under About the role? Might be okay. But we should preserve all substantive information. The About Us description is substantive about company; we could include it under About the role heading as part of role context. Or we could create a separate "About the company" but not in allowed headings. The instruction says 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. Safer to stick to those headings only. So we can incorporate company description into About the role section. We must not include duplicated lines. Ensure we preserve all substantive info: location list, hybrid schedule, travel 50-75%, etc. Let's craft:

  About the role

  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. 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.

  Then Responsibilities:

  Responsibilities

  • 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.
  • Collaborate with CSM on transition of signed accounts 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.
  Requirements/Education & Experience: We could have

  Requirements

  with list. But we also have Qualifications and Skills. To avoid thin sections, we could combine Requirements and Qualifications into one section? However instruction says use headings like Requirements, Qualifications, Skills. We can include all three if they have substantive content. Let's see: Requirements: maybe the mandatory items: High School Diploma or Equivalent with relevant work experience required, 3+ years of sales experience with proven revenue responsibility of $1M+, willingness to travel 50–75%; occasional weekend and evening work required. Qualifications: Bachelor’s degree preferred. Skills: Proficiency in Salesforce and Microsoft Office Suite; AI proficient. Excellent communication, presentation, and negotiation skills. We could keep three sections. Let's craft:

  Requirements

  • High School Diploma or Equivalent with relevant work experience required.
  • 3+ years of sales experience with proven revenue responsibility of $1M+.
  • Willingness to travel 50–75%; occasional weekend and evening work required.

  Qualifications

  • Bachelor’s degree preferred.

  Skills

  • Proficiency in Salesforce and Microsoft Office Suite; AI proficient.
  • Excellent communication, presentation, and negotiation skills.
  But note that the "Education & Experience" also includes "Bachelor’s degree preferred, High School Diploma or Equivalent with relevant work experience required". So we split. Now Benefits:

  Benefits

  • Medical, Dental, Vision Insurance
  • Tuition Reimbursement
  • Paid Parental Leave
  • Life, Accident and Disability Insurance
  • Retirement with Company Match
  • Paid Time Off
  Pay:

  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:

  Schedule

  Hybrid schedule: work in-office and/or show-site 2-3 days per week.

  We should also include location list? Already in About the role. Check for duplicated lines: We have travel mention in Requirements and also in About the role (hybrid schedule). That's fine. We must not include boilerplate like Diversity Commitment, etc. We removed. Now ensure we didn't miss any substantive info: The posting also mentions "The Freeman Company provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full-time people may be eligible for. There may be some variances in specific benefits across regions." That's covered by benefits list. Also "Eligible for an annual bonus of up to 20% of the base salary." included in Pay. Also "Travel Requirements Travel 50% to 75%" we included in Requirements. Also "Willingness to travel 50–75%; occasional weekend and evening work required." included. Also "Proficiency in Salesforce and Microsoft Office Suite; AI proficient." included. Also "Excellent communication, presentation, and negotiation skills." included. Also "Create and track account plans; record all activities in Salesforce CRM." included. Also "Submit itemized expense reports per company policy." included. Also "Support CSM onboarding and assist in building account team relationships." included. Also "Attend local industry chapter events and Freeman-hosted Inside Live events." included. Also "Collaborate with CSM on pre-sale budget development and scope definition." included. Also "Determine the CRM/CSM team communications internally and with the customer." included. Also "Partner with CSM on upsell identification and execution of scope changes." included. Also "Remain the escalation point for strategic relationship issues." included. Also "Maintain a minimum 18-month renewal plan for all booked accounts." included. Also "Host client engagement activities; entertain clients and prospects as needed." included. Also "Respond to client complaints as required." included. Also "Manage timely invoicing and payment collection as required." included. Also "Utilize the Account Segmentor tool to support retention and renewal planning." included. Also "Maintain accurate, up-to-date revenue, key dates, documents, and contacts in Salesforce." included. Also "Create and track account plans; record all activities in Salesforce CRM." we have. Also "Develop and present proposals, pricing, and credit terms in compliance with Freeman policies." included. Also "Ob