Sr Client Relationship Director
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content to those headings if appropriate. The posting includes "About Us", "Summary", "Essential Duties & Responsibilities", "Education & Experience", "Travel Requirements", "What We Offer", "Diversity Commitment". We need to decide which sections to include based on content.
We must not repeat job title as heading (not present). No Job ID.
We need to include sections only when posting has real, specific content. Avoid filler like "commensurate with experience". We have specific content for many.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. The "Diversity Commitment" is EEO boilerplate; we should remove it. Also "About Us" maybe considered boilerplate? It's descriptive of company; maybe keep as "About Us" but heading must be from list? 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. Probably we should map to those headings where applicable. "About Us" could be considered "About the role"? Not exactly. But we could keep "About Us" as heading? The instruction: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; but we could also use other headings if they match content? Safer to stick to those headings. So we need to map content to those headings.
Sections we have:
- About the role: could include "About Us" and "Summary". Could combine.
- Responsibilities: "Essential Duties & Responsibilities".
- Requirements: "Education & Experience" plus maybe "Travel Requirements"? Travel could be separate but maybe under Requirements? Could have its own section "Schedule"? Travel is not schedule. Could have "Travel" but not in list. Could omit Travel? But we need preserve all substantive info. Travel 25% to 50% is substantive. Could put under "Requirements" as a bullet? Or create a "Travel" section but not in allowed list. Might be okay to add a custom heading? 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. I'd include Travel as its own heading maybe "Travel". But to be safe, maybe include under "Requirements" as a bullet.
- Qualifications: could be same as Requirements? Might be redundant. Could combine Education & Experience under "Qualifications". But we need to avoid thin sections. Perhaps we have "Requirements" for duties, "Qualifications" for education/experience/skills.
- Skills: could list skills like customer service, communication, Salesforce, etc.
- Benefits: "What We Offer" includes benefits.
- Pay: Salary range and bonus.
- Schedule: hybrid schedule info.
Thus we will create sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule. Possibly also Travel under Requirements? But we can include Travel under Schedule? Not exactly. Could add a "Travel" section but not in list; maybe okay.
Let's extract content.
About Us paragraph: "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 Senior Client Relationship Director develops relationships and solicits business with new and existing accounts. Oversees execution of Audio Visual projects, coordinating team efforts to achieve client vision. Responsible for processing orders, complete billing, and solicit new & repeat business while providing excellent customer service to all clients, both internal & external. Assists in resigning existing business. Focuses on monitoring, growing, and up-selling existing/new business. Serves as the primary relationship lead on large, highly complex, multi-line accounts with unstructured account structures, exercising broader decision-making authority over account strategy, budget, and cross-functional execution. Solid understanding of the audio visual industry. This position will support our AV Sales group under our Growth (Sales) team. It is eligible to work 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, TXChicago, ILOrlando, FLAlexandria, VALas Vegas, NV"
We need to preserve location list: "Dallas, TXChicago, ILOrlando, FLAlexandria, VALas Vegas, NV" (note missing commas). We'll keep as is.
Essential Duties & Responsibilities: a long list. We'll convert to - items.
Education & Experience: "Bachelor’s degree in related field of study and/or equivalent work experience8-10+ years of experience managing and coordinating AV projects, supporting sales initiatives, and executing on-site events. Excellent customer service skillsSoftware/Systems experience in Salesforce, Workfront a plusWorking knowledge of Microsoft Office Suite and Internet applicationsStrong drive for personal growth and commitment to succeedDemonstrated proficiency in accuracy and ability to prioritizeAbility to effectively present information and respond to questions from clients, customers and the general public. Ability to calculate figures and amounts, such as, discounts, interest, commissions, proportions, percentages, etc.Excellent verbal communication skills required"
We need to split into sensible bullets.
Travel Requirements: "Travel 25% to 50%"
What We Offer: list of benefits: "Medical, Dental, Vision InsuranceTuition ReimbursementPaid Parental LeaveLife, Accident and DisabilityRetirement with Company MatchPaid Time OffSalary range of $130,000-$160,000 anually, based upon experience.Eligible for an annual bonus of up to 20% of the base salary."
We need to separate Pay and Benefits. Benefits: Medical, Dental, Vision Insurance, Tuition Reimbursement, Paid Parental Leave, Life, Accident and Disability, Retirement with Company Match, Paid Time Off.
Pay: Salary range $130,000-$160,000 annually, bonus up to 20% base.
Schedule: hybrid schedule 2-3 days per week in-office/show-site.
We also have location list maybe under About the role or Qualifications.
We must not include Diversity Commitment (EEO). Remove.
Now craft HTML.
We'll start with
About the role
then About Us + Summary combined? Could split but keep as prose.
Then
Responsibilities
with each duty.
Then Qualifications
for education/experience.
Then Skills
for skills like customer service, communication, Salesforce, Workfront, MS Office, etc.
Then Benefits
for benefits.
Then Pay
for salary and bonus.
Then
Schedule
for hybrid schedule and travel? Travel maybe separate but we can include in Schedule: "Hybrid schedule: 2-3 days per week in-office or show-site. Travel required 25% to 50%."
Location list maybe under About the role.
Let's extract duties list items from Essential Duties & Responsibilities. Need to break into sensible bullets.
The text:
"Volume - $3 million to $6.5 million or more (full account ownership).
Budget Management - $850K to $1 million.
Serves as the primary account lead on accounts valued at $750K to $1 million or more, providing support across multi-line/multi-service accounts.
Owns and manages highly complex, multi-line accounts with unstructured account requirements, exercising broader decision-making authority over account strategy and direction.
Actively involved in selling to existing and new customers, while maintaining and growing client relationships.
Capable of selling all Freeman Audio Visual solutions to a broad range of clients.
Ascertain requirements, develop and present proposals to potential clients.
Quote prices and credit terms in compliance with Freeman policies and procedures.
Prepare presentation collateral materials and make stand-up presentations where appropriate, along with necessary follow up activities to complete sale.
Responsible for staying current with industry technology standards and company product knowledge and expertise. Attend industry events to earn business.
Record activities in company provided CRM system (SalesForce). Collect payment information from customers and perform proper approval verification. Receive and process orders taken in company inventory/invoicing data systems.
Advanced customer service, communication, interpersonal, and sales skills. Including outbound sales calls, prospect customers through cold call sales and referrals, lead follow-up and sales qualification to ascertain affiliate requirements.
Up-sell current customers to enhance the customer experience and overall product offering. Re-sign the existing business.
Obtain future show/event schedule information from client and solicit appropriate future business with goal of securing long term agreement.
Responds to customer complaints and handles payment collection process as required. Manages problems quickly, efficiently, and effectively to meet customer’s needs.
Submit an itemized expense report for approval per company policies
Entertain clients and prospects as necessary.
Produce and review orders with project managers and branch personnel.
Supervise jobs in progress as required. Conduct site inspections as necessary or requested, be on site for event as needed to ensure highest level of customer satisfaction.
Conduct follow up calls to customers to ensure service excellence.
Cross-sell all Freeman services.
Perform other duties as may be assigned."
We'll make each line a
- .
Now Qualifications: Education & Experience bullet list.
We need to split the run-on text.
Original: "Bachelor’s degree in related field of study and/or equivalent work experience8-10+ years of experience managing and coordinating AV projects, supporting sales initiatives, and executing on-site events. Excellent customer service skillsSoftware/Systems experience in Salesforce, Workfront a plusWorking knowledge of Microsoft Office Suite and Internet applicationsStrong drive for personal growth and commitment to succeedDemonstrated proficiency in accuracy and ability to prioritizeAbility to effectively present information and respond to questions from clients, customers and the general public. Ability to calculate figures and amounts, such as, discounts, interest, commissions, proportions, percentages, etc.Excellent verbal communication skills required"
We can separate:
- Bachelor’s degree in related field of study and/or equivalent work experience
- 8-10+ years of experience managing and coordinating AV projects, supporting sales initiatives, and executing on-site events.
- Excellent customer service skills
- Software/Systems experience in Salesforce, Workfront a plus
- Working knowledge of Microsoft Office Suite and Internet applications
- Strong drive for personal growth and commitment to succeed
- Demonstrated proficiency in accuracy and ability to prioritize
- Ability to effectively present information and respond to questions from clients, customers and the general public.
- Ability to calculate figures and amounts, such as, discounts, interest, commissions, proportions, percentages, etc.
- Excellent verbal communication skills required
Now Skills: maybe we can extract from Qualifications but also from duties: advanced customer service, communication, interpersonal, sales skills; ability to calculate; etc. But we already have many skill-like items in Qualifications. To avoid duplication
- for any list of duties/requirements/benefits. Use
for prose. We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. The "Diversity Commitment" is EEO boilerplate; we should remove it. Also "About Us" maybe considered boilerplate? It's descriptive of company; maybe keep as "About Us" but heading must be from list? 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. Probably we should map to those headings where applicable. "About Us" could be considered "About the role"? Not exactly. But we could keep "About Us" as heading? The instruction: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; but we could also use other headings if they match content? Safer to stick to those headings. So we need to map content to those headings. Sections we have: - About the role: could include "About Us" and "Summary". Could combine. - Responsibilities: "Essential Duties & Responsibilities". - Requirements: "Education & Experience" plus maybe "Travel Requirements"? Travel could be separate but maybe under Requirements? Could have its own section "Schedule"? Travel is not schedule. Could have "Travel" but not in list. Could omit Travel? But we need preserve all substantive info. Travel 25% to 50% is substantive. Could put under "Requirements" as a bullet? Or create a "Travel" section but not in allowed list. Might be okay to add a custom heading? 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. I'd include Travel as its own heading maybe "Travel". But to be safe, maybe include under "Requirements" as a bullet. - Qualifications: could be same as Requirements? Might be redundant. Could combine Education & Experience under "Qualifications". But we need to avoid thin sections. Perhaps we have "Requirements" for duties, "Qualifications" for education/experience/skills. - Skills: could list skills like customer service, communication, Salesforce, etc. - Benefits: "What We Offer" includes benefits. - Pay: Salary range and bonus. - Schedule: hybrid schedule info. Thus we will create sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay, Schedule. Possibly also Travel under Requirements? But we can include Travel under Schedule? Not exactly. Could add a "Travel" section but not in list; maybe okay. Let's extract content. About Us paragraph: "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 Senior Client Relationship Director develops relationships and solicits business with new and existing accounts. Oversees execution of Audio Visual projects, coordinating team efforts to achieve client vision. Responsible for processing orders, complete billing, and solicit new & repeat business while providing excellent customer service to all clients, both internal & external. Assists in resigning existing business. Focuses on monitoring, growing, and up-selling existing/new business. Serves as the primary relationship lead on large, highly complex, multi-line accounts with unstructured account structures, exercising broader decision-making authority over account strategy, budget, and cross-functional execution. Solid understanding of the audio visual industry. This position will support our AV Sales group under our Growth (Sales) team. It is eligible to work 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, TXChicago, ILOrlando, FLAlexandria, VALas Vegas, NV" We need to preserve location list: "Dallas, TXChicago, ILOrlando, FLAlexandria, VALas Vegas, NV" (note missing commas). We'll keep as is. Essential Duties & Responsibilities: a long list. We'll convert to
- items.
Education & Experience: "Bachelor’s degree in related field of study and/or equivalent work experience8-10+ years of experience managing and coordinating AV projects, supporting sales initiatives, and executing on-site events. Excellent customer service skillsSoftware/Systems experience in Salesforce, Workfront a plusWorking knowledge of Microsoft Office Suite and Internet applicationsStrong drive for personal growth and commitment to succeedDemonstrated proficiency in accuracy and ability to prioritizeAbility to effectively present information and respond to questions from clients, customers and the general public. Ability to calculate figures and amounts, such as, discounts, interest, commissions, proportions, percentages, etc.Excellent verbal communication skills required"
We need to split into sensible bullets.
Travel Requirements: "Travel 25% to 50%"
What We Offer: list of benefits: "Medical, Dental, Vision InsuranceTuition ReimbursementPaid Parental LeaveLife, Accident and DisabilityRetirement with Company MatchPaid Time OffSalary range of $130,000-$160,000 anually, based upon experience.Eligible for an annual bonus of up to 20% of the base salary."
We need to separate Pay and Benefits. Benefits: Medical, Dental, Vision Insurance, Tuition Reimbursement, Paid Parental Leave, Life, Accident and Disability, Retirement with Company Match, Paid Time Off.
Pay: Salary range $130,000-$160,000 annually, bonus up to 20% base.
Schedule: hybrid schedule 2-3 days per week in-office/show-site.
We also have location list maybe under About the role or Qualifications.
We must not include Diversity Commitment (EEO). Remove.
Now craft HTML.
We'll start with
About the role
thenAbout Us + Summary combined? Could split but keep as prose. Then
Responsibilities
- with each duty.
Then
- . Now Qualifications: Education & Experience bullet list. We need to split the run-on text. Original: "Bachelor’s degree in related field of study and/or equivalent work experience8-10+ years of experience managing and coordinating AV projects, supporting sales initiatives, and executing on-site events. Excellent customer service skillsSoftware/Systems experience in Salesforce, Workfront a plusWorking knowledge of Microsoft Office Suite and Internet applicationsStrong drive for personal growth and commitment to succeedDemonstrated proficiency in accuracy and ability to prioritizeAbility to effectively present information and respond to questions from clients, customers and the general public. Ability to calculate figures and amounts, such as, discounts, interest, commissions, proportions, percentages, etc.Excellent verbal communication skills required" We can separate: - Bachelor’s degree in related field of study and/or equivalent work experience - 8-10+ years of experience managing and coordinating AV projects, supporting sales initiatives, and executing on-site events. - Excellent customer service skills - Software/Systems experience in Salesforce, Workfront a plus - Working knowledge of Microsoft Office Suite and Internet applications - Strong drive for personal growth and commitment to succeed - Demonstrated proficiency in accuracy and ability to prioritize - Ability to effectively present information and respond to questions from clients, customers and the general public. - Ability to calculate figures and amounts, such as, discounts, interest, commissions, proportions, percentages, etc. - Excellent verbal communication skills required Now Skills: maybe we can extract from Qualifications but also from duties: advanced customer service, communication, interpersonal, sales skills; ability to calculate; etc. But we already have many skill-like items in Qualifications. To avoid duplication
Qualifications
- for education/experience.
Then
Skills
- for skills like customer service, communication, Salesforce, Workfront, MS Office, etc.
Then
Benefits
- for benefits.
Then
Pay
for salary and bonus. Then
Schedule
for hybrid schedule and travel? Travel maybe separate but we can include in Schedule: "Hybrid schedule: 2-3 days per week in-office or show-site. Travel required 25% to 50%." Location list maybe under About the role. Let's extract duties list items from Essential Duties & Responsibilities. Need to break into sensible bullets. The text: "Volume - $3 million to $6.5 million or more (full account ownership). Budget Management - $850K to $1 million. Serves as the primary account lead on accounts valued at $750K to $1 million or more, providing support across multi-line/multi-service accounts. Owns and manages highly complex, multi-line accounts with unstructured account requirements, exercising broader decision-making authority over account strategy and direction. Actively involved in selling to existing and new customers, while maintaining and growing client relationships. Capable of selling all Freeman Audio Visual solutions to a broad range of clients. Ascertain requirements, develop and present proposals to potential clients. Quote prices and credit terms in compliance with Freeman policies and procedures. Prepare presentation collateral materials and make stand-up presentations where appropriate, along with necessary follow up activities to complete sale. Responsible for staying current with industry technology standards and company product knowledge and expertise. Attend industry events to earn business. Record activities in company provided CRM system (SalesForce). Collect payment information from customers and perform proper approval verification. Receive and process orders taken in company inventory/invoicing data systems. Advanced customer service, communication, interpersonal, and sales skills. Including outbound sales calls, prospect customers through cold call sales and referrals, lead follow-up and sales qualification to ascertain affiliate requirements. Up-sell current customers to enhance the customer experience and overall product offering. Re-sign the existing business. Obtain future show/event schedule information from client and solicit appropriate future business with goal of securing long term agreement. Responds to customer complaints and handles payment collection process as required. Manages problems quickly, efficiently, and effectively to meet customer’s needs. Submit an itemized expense report for approval per company policies Entertain clients and prospects as necessary. Produce and review orders with project managers and branch personnel. Supervise jobs in progress as required. Conduct site inspections as necessary or requested, be on site for event as needed to ensure highest level of customer satisfaction. Conduct follow up calls to customers to ensure service excellence. Cross-sell all Freeman services. Perform other duties as may be assigned." We'll make each line a
- items.
Education & Experience: "Bachelor’s degree in related field of study and/or equivalent work experience8-10+ years of experience managing and coordinating AV projects, supporting sales initiatives, and executing on-site events. Excellent customer service skillsSoftware/Systems experience in Salesforce, Workfront a plusWorking knowledge of Microsoft Office Suite and Internet applicationsStrong drive for personal growth and commitment to succeedDemonstrated proficiency in accuracy and ability to prioritizeAbility to effectively present information and respond to questions from clients, customers and the general public. Ability to calculate figures and amounts, such as, discounts, interest, commissions, proportions, percentages, etc.Excellent verbal communication skills required"
We need to split into sensible bullets.
Travel Requirements: "Travel 25% to 50%"
What We Offer: list of benefits: "Medical, Dental, Vision InsuranceTuition ReimbursementPaid Parental LeaveLife, Accident and DisabilityRetirement with Company MatchPaid Time OffSalary range of $130,000-$160,000 anually, based upon experience.Eligible for an annual bonus of up to 20% of the base salary."
We need to separate Pay and Benefits. Benefits: Medical, Dental, Vision Insurance, Tuition Reimbursement, Paid Parental Leave, Life, Accident and Disability, Retirement with Company Match, Paid Time Off.
Pay: Salary range $130,000-$160,000 annually, bonus up to 20% base.
Schedule: hybrid schedule 2-3 days per week in-office/show-site.
We also have location list maybe under About the role or Qualifications.
We must not include Diversity Commitment (EEO). Remove.
Now craft HTML.
We'll start with