Sr Client Relationship Director
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, no invented or summarizing away detail. Remove boilerplate: About Us, Summary, etc? Actually we need to keep substantive info: The posting includes About Us (company description), Summary (role description), Essential Duties & Responsibilities, Education & Experience, Travel Requirements, What We Offer (benefits), Diversity Commitment (EEO boilerplate - remove). Also mention hybrid schedule, locations, salary range, bonus.
We need to map content to sections:
- About the role: could include Summary and maybe About Us? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should create sections with those headings only if content exists.
We need to decide what goes where.
About the role: likely the summary description of the role: "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, TX, Chicago, IL, Orlando, FL, Alexandria, VA, Las Vegas, NV"
That seems appropriate for About the role.
Responsibilities: list of duties from Essential Duties & Responsibilities. Should be a - list.
Requirements: maybe Education & Experience? Could be Requirements (education, experience). Qualifications maybe separate? But we have both Requirements and Qualifications as possible headings. We need to decide based on content. The posting has "Education & Experience" bullet list: Bachelor’s degree, 8-10+ years experience, etc. Also includes software/systems experience, etc. Could split: Requirements = education & experience; Qualifications = skills/knowledge? But we also have Skills heading. Could treat Skills as separate list of skills (customer service, communication, interpersonal, sales, etc). However the posting includes many skill-like items within responsibilities and education.
We need to avoid thin sections. Perhaps combine Education & Experience into Requirements, and Skills into Skills (list of skills). Qualifications maybe not needed if content overlaps.
We also have Benefits: from What We Offer: list of benefits (Medical, Dental, Vision Insurance, Tuition Reimbursement, Paid Parental Leave, Life, Accident and Disability, Retirement with Company Match, Paid Time Off). Also mention salary range and bonus under Pay.
Pay: Salary range $130,000-$160,000 annually, based upon experience. Eligible for an annual bonus of up to 20% of the base salary.
Schedule: hybrid schedule: work in-office and/or show-site 2-3 days per week. Also travel 25% to 50% (maybe schedule? Travel could be separate but not a heading; we could include under Schedule or Responsibilities? Probably schedule includes hybrid and travel.
We must not create sections with filler like "commensurate with experience". We have actual specifics.
We must not repeat job title. Not include Job ID.
We must remove boilerplate: About Us (company description) maybe not needed? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. About Us is not boilerplate but is company description; could be considered part of About the role? Might be okay to include in About the role? But we already have role summary; we could incorporate company description into About the role? The instruction: "Prefer a few substantive sections over many thin ones." So we could combine About Us into About the role section as context. However the heading "About the role" expects role description; but we could include company description as part of that section. It's not prohibited.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from About Us? The 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." That's substantive about company. Should we keep it? If we omit, we lose info. So we should include it somewhere. Could be in About the role section preceding role description.
Thus About the role section will contain both company overview and role summary.
Now Responsibilities: list all duties from Essential Duties & Responsibilities. Must preserve all. That's a long list; we need to output each as
- . Must not lose any.
We need to be careful to not include duplicated lines. The responsibilities list includes many items; we should copy them exactly as given, but maybe we can keep the phrasing.
Let's extract responsibilities list:
- 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 need to ensure each is a separate
- . Some lines have multiple sentences; we keep as is.
Now Requirements: Education & Experience bullet list:
- 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
- Travel Requirements Travel 25% to 50%
Wait travel requirement is separate; maybe we should not include travel in Requirements; it's separate. We'll handle travel under Schedule.
Thus Requirements list includes those items except travel.
Now Skills: maybe we can list skills like customer service, communication, interpersonal, sales, etc. But many of those are already in Requirements. Could combine? But we have both headings; we need to decide if we have enough content for Skills separate. The posting includes "Advanced customer service, communication, interpersonal, and sales skills." Also "Excellent verbal communication skills required". Also "Ability to effectively present information". Also "Ability to calculate figures". These could be considered skills. However we might avoid duplication. Perhaps we can put Skills as a list of skill-based items not covered elsewhere: e.g., "Advanced customer service, communication, interpersonal, and sales skills", "Excellent verbal communication skills", "Ability to effectively present information", "Ability to calculate figures and amounts", "Strong drive for personal growth and commitment to succeed", "Demonstrated proficiency in accuracy and ability to prioritize". But many of those are also in Requirements. To avoid duplication, maybe we combine Requirements and Qualifications into one section? But the instruction allows us to omit sections if no real specific content. We could have only About the role, Responsibilities, Requirements (education/experience), Benefits, Pay, Schedule. That's 6 sections. That seems fine. We'll omit Qualifications and Skills as separate if content overlaps; but we need to ensure we don't lose any substantive info. If we put all education/experience and skill-related items under Requirements, we cover them. That's acceptable.
Thus Requirements will include both education/experience and skill/competency items.
Now Benefits: list from What We Offer:
- Medical, Dental, Vision Insurance
- Tuition Reimbursement
- Paid Parental Leave
- Life, Accident and Disability
- Retirement with Company Match
- Paid Time Off
Also maybe mention "There may be some variances in specific benefits across regions." That's substantive; we should include as a sentence maybe in a
after list? Could be a note. We'll include as a
after list.
Pay: Salary range $130,000-$160,000 annually, based upon experience. Eligible for an annual bonus of up to 20% of the base salary.
Schedule: hybrid schedule: work in-office and/or show-site 2-3 days per week. Travel 25% to 50%.
We should also include location eligibility: "The ideal candidate will be based out of any of the following locations: Dallas, TX, Chicago, IL, Orlando, FL, Alexandria, VA, Las Vegas, NV". That could be part of About the role or Schedule? It's about location; maybe include in About the role after hybrid schedule.
Thus About the role paragraph will contain company description, role summary, hybrid schedule, locations.
Now we must ensure we don't repeat any content inadvertently. We'll craft HTML.
Structure:
About the role
... company description ...
... role summary ...
Hybrid schedule: work in-office and/or show-site 2-3 days per week. Ideal candidate based out of Dallas, TX; Chicago, IL; Orlando, FL; Alexandria, VA; Las Vegas,
- list. Requirements: maybe Education & Experience? Could be Requirements (education, experience). Qualifications maybe separate? But we have both Requirements and Qualifications as possible headings. We need to decide based on content. The posting has "Education & Experience" bullet list: Bachelor’s degree, 8-10+ years experience, etc. Also includes software/systems experience, etc. Could split: Requirements = education & experience; Qualifications = skills/knowledge? But we also have Skills heading. Could treat Skills as separate list of skills (customer service, communication, interpersonal, sales, etc). However the posting includes many skill-like items within responsibilities and education. We need to avoid thin sections. Perhaps combine Education & Experience into Requirements, and Skills into Skills (list of skills). Qualifications maybe not needed if content overlaps. We also have Benefits: from What We Offer: list of benefits (Medical, Dental, Vision Insurance, Tuition Reimbursement, Paid Parental Leave, Life, Accident and Disability, Retirement with Company Match, Paid Time Off). Also mention salary range and bonus under Pay. Pay: Salary range $130,000-$160,000 annually, based upon experience. Eligible for an annual bonus of up to 20% of the base salary. Schedule: hybrid schedule: work in-office and/or show-site 2-3 days per week. Also travel 25% to 50% (maybe schedule? Travel could be separate but not a heading; we could include under Schedule or Responsibilities? Probably schedule includes hybrid and travel. We must not create sections with filler like "commensurate with experience". We have actual specifics. We must not repeat job title. Not include Job ID. We must remove boilerplate: About Us (company description) maybe not needed? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. About Us is not boilerplate but is company description; could be considered part of About the role? Might be okay to include in About the role? But we already have role summary; we could incorporate company description into About the role? The instruction: "Prefer a few substantive sections over many thin ones." So we could combine About Us into About the role section as context. However the heading "About the role" expects role description; but we could include company description as part of that section. It's not prohibited. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from About Us? The 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." That's substantive about company. Should we keep it? If we omit, we lose info. So we should include it somewhere. Could be in About the role section preceding role description. Thus About the role section will contain both company overview and role summary. Now Responsibilities: list all duties from Essential Duties & Responsibilities. Must preserve all. That's a long list; we need to output each as
- . Must not lose any. We need to be careful to not include duplicated lines. The responsibilities list includes many items; we should copy them exactly as given, but maybe we can keep the phrasing. Let's extract responsibilities list: - 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 need to ensure each is a separate
- . Some lines have multiple sentences; we keep as is.
Now Requirements: Education & Experience bullet list:
- 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
- Travel Requirements Travel 25% to 50%
Wait travel requirement is separate; maybe we should not include travel in Requirements; it's separate. We'll handle travel under Schedule.
Thus Requirements list includes those items except travel.
Now Skills: maybe we can list skills like customer service, communication, interpersonal, sales, etc. But many of those are already in Requirements. Could combine? But we have both headings; we need to decide if we have enough content for Skills separate. The posting includes "Advanced customer service, communication, interpersonal, and sales skills." Also "Excellent verbal communication skills required". Also "Ability to effectively present information". Also "Ability to calculate figures". These could be considered skills. However we might avoid duplication. Perhaps we can put Skills as a list of skill-based items not covered elsewhere: e.g., "Advanced customer service, communication, interpersonal, and sales skills", "Excellent verbal communication skills", "Ability to effectively present information", "Ability to calculate figures and amounts", "Strong drive for personal growth and commitment to succeed", "Demonstrated proficiency in accuracy and ability to prioritize". But many of those are also in Requirements. To avoid duplication, maybe we combine Requirements and Qualifications into one section? But the instruction allows us to omit sections if no real specific content. We could have only About the role, Responsibilities, Requirements (education/experience), Benefits, Pay, Schedule. That's 6 sections. That seems fine. We'll omit Qualifications and Skills as separate if content overlaps; but we need to ensure we don't lose any substantive info. If we put all education/experience and skill-related items under Requirements, we cover them. That's acceptable.
Thus Requirements will include both education/experience and skill/competency items.
Now Benefits: list from What We Offer:
- Medical, Dental, Vision Insurance
- Tuition Reimbursement
- Paid Parental Leave
- Life, Accident and Disability
- Retirement with Company Match
- Paid Time Off
Also maybe mention "There may be some variances in specific benefits across regions." That's substantive; we should include as a sentence maybe in a
after list? Could be a note. We'll include as a
after list. Pay: Salary range $130,000-$160,000 annually, based upon experience. Eligible for an annual bonus of up to 20% of the base salary. Schedule: hybrid schedule: work in-office and/or show-site 2-3 days per week. Travel 25% to 50%. We should also include location eligibility: "The ideal candidate will be based out of any of the following locations: Dallas, TX, Chicago, IL, Orlando, FL, Alexandria, VA, Las Vegas, NV". That could be part of About the role or Schedule? It's about location; maybe include in About the role after hybrid schedule. Thus About the role paragraph will contain company description, role summary, hybrid schedule, locations. Now we must ensure we don't repeat any content inadvertently. We'll craft HTML. Structure:
About the role
... company description ...
... role summary ...
Hybrid schedule: work in-office and/or show-site 2-3 days per week. Ideal candidate based out of Dallas, TX; Chicago, IL; Orlando, FL; Alexandria, VA; Las Vegas,