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Aston Carter Sr. Client Relationship Manager in Fresno, California


Job Summary:

The candidate will work alongside key sales team members and report directly to the Chief Technology Officer. This team member will manage large and high-profile customer accounts to ensure is meeting the requirements of their scorecard and They will also provide guidance to the Client Relationship Assistants and manage workload for these team members.

Duties, Functions and Responsibilities:

• Guide and assist with the onboarding of complex accounts

• Review the setup and process flow for new accounts

• Assisting with Quarterly Business Review’s (QBRs)

• Assign and review projects and requests shared with the Client Relationship Assistants, ensure quality

• Initiate, pursue, and track system & process improvements to Optech and operational flow

• Suggest, guide, and grow accounts to increase revenue, efficiency, and stickiness on behalf of the assigned National Account Executive

• Quotes for certain customers

• Tracking customer contracts and renewals

• Reporting back to the customers as needed

• Encouraging customers to utilize Optech as much as possible

• Customer interaction on maintenance of account

➢ Billing issues

➢ Reporting requests

➢ Logistics issues

• Liaison between field and operations, checking on status of jobs, etc. working with Sales Support

➢ Tracking jobs to completion – Following up on the freight and information technology asset disposition (ITAD) holdover reports with the facilities and taking customer inquiries on their jobs (directly or through the reps)

• Complete Client Information Form (CIF) including obtaining all billing information, collection sites, etc. from the client.

• Answer questions from Client Solutions on CIF; obtain answers from sales team or client if needed

• Address Service Level Agreements if needed/established within CIF

➢ Set client up on Optech Portal.

➢ Walk client through Optech Portal to show how to maximize utilization of tool (training)

➢ Organize authorization list to ensure accuracy in Optech

• Walk through reporting / reporting access to ensure all information needed is being provided

➢ Provide cheat sheet at conclusion of engagement with names, titles (roles definition), and phone numbers to client

➢ Responsible for all reports requested by the client and any updates / modifications requested during the first 90 days.

▪ Example: Sales Rep, Sales Support, logistics contacts, account contact, compliance contacts (for SB20)

❖ Ensuring billing is accurate for first 60 days by reviewing and comparing to contracted pricing; communicate errors to accounting if necessary;

❖ Schedule service for client for first 60 days;

❖ Update any categories in Optech, and any pricing with CS for components not originally mapped;

❖ Address any invoicing or service issues in first 60 days;

• Define method of payment for revenue share remittance and, if checks are to be sent define (address / Point of Contact)

➢ Specialized reporting as required by the customer

➢ Manage pre-approval logs for new SB20 clients

➢ Inquire on identifying customer map, data base repository, decision makers to assist future development efforts

Establish escalation path for each client

➢ Coordinate on-site services/3rd party engagements with vendor as far as scheduling, follow up, and invoicing


Customer service, Procurement, Purchasing, Data entry, Contract administration, Contracts administration, Purchase order, Account management, Microsoft office, Project management, Administrative support, Administration, Invoicing, Contracts management

Top Skills Details:

Customer service

Additional Skills & Qualifications:

• Intellectual

➢ Demonstrates attention to detail

➢ Identifies and resolves problems in a timely manner

➢ Gathers and analyzes information skillfully

➢ Develops alternative solutions

➢ Displays critical/creative thinking

➢ Possess necessary expertise to accomplish all tasks

➢ Seeks self-improvement

➢ Learns new skills to improve job performance

• Interpersonal

➢ Strives for continuous improvement and solicits

customer feedback to improve service

➢ Timely response to requests for information, service,

and assistance

➢ Strong influencing and interpersonal skills with proven

success interacting with all levels of the organization.

➢ Demonstrates a positive and productive attitude

➢ Displays self-control and keeps emotions under control,

even under pressure.

➢ Remains open to others' ideas and tries new things

➢ Speaks clearly; listens and gets clarification in one-on-one

and group settings.

➢ Able to read and interpret written information

➢ Writes clearly, accurately, and concisely

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

Diversity, Equity & Inclusion

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

  • Hiring diverse talent

  • Maintaining an inclusive environment through persistent self-reflection

  • Building a culture of care, engagement, and recognition with clear outcomes

  • Ensuring growth opportunities for our people

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email ( for other accommodation options.