A Day in the Life of a Client Manager: Balancing Relationships and Results

Being a client manager is a bit like being a juggler in a circus, but instead of balls, you’re juggling deadlines, expectations, and projects. It’s a dynamic role that requires a mix of communication skills, strategic thinking, and a genuine passion for helping clients achieve their goals. Let’s dive into what a typical day looks like!

Morning Routine: Checking Emails & Organising The Day

A client manager begins the day by scanning their inbox, prioritising urgent messages, and checking for any upcoming meetings. After this, we create a to-do list to organise the day’s tasks. Since organisation is crucial in this role, utilising a reliable calendar and task management apps is essential.

Effective Communication: The Backbone of Client Management

Communication is the pinnacle of effective client management. Client Managers are the first point of contact for a business and often have regular check-in calls or emails to ensure clients feel valued and appreciated. This rapport helps build trust and ensure everyone is on the same page.

Juggling Projects and Deadlines

With multiple clients and projects on the go, time management becomes a client manager’s key skill. Prioritising tasks based on urgency and impact helps ensure that nothing falls through the cracks. At PPC Geeks we use Asana to aid us with projects, this gives us the ability to work collaboratively across multiple projects with ease.

Delivering Results and Celebrating Success

Ultimately, a client manager’s role revolves around managing expectations and delivering results. They play a crucial part in maintaining transparent communication by sharing both good and bad news with clients. This includes delivering positive updates, such as project milestones or successful outcomes, as well as promptly and honestly conveying any setbacks, such as project delays, budget issues, or unexpected challenges. By addressing these matters directly and providing clear resolution plans, client managers ensure that clients remain well-informed and reassured throughout the process.

Continuous Improvement

Client management is a journey of continuous learning and growth. Seeking feedback from clients helps identify areas for improvement. Staying updated on industry trends and best practices allows client managers to provide the most current and effective solutions.