Client Account Manager

The Client Account Manager is responsible for generating new business, nurturing existing relationships, and guiding clients through our service offerings. This role includes outbound prospecting, networking, conducting sales meetings, and coordinating smooth handoffs to the project team. You will use Proven CRM to manage leads, track activities, and report on sales performance.

Responsibilities

Business Development & Sales

Identify and pursue new business opportunities through outbound calls, networking, and lead generation.

Make 50 fresh contacts per week (quality assurance visits, face-to-face cold calls, LinkedIn outreach, cold emails, and phone interactions).

Conduct 5 new business meetings per week (discovery, ERP discussions, or advancing the sales cycle).

Attend 2 networking events per week (BOMA, Apartment Associations, industry events).

Engage new customers within 45 days to qualify for credit.

Secure 2 ERP/MSA discussions per month.

Present mitigation and construction services and close new opportunities.

Client Relationship Management

Maintain detailed records of all sales activities in Proven CRM.

Send welcome emails and set expectations for new clients.

Follow up after service delivery to ensure satisfaction and encourage repeat business.

Send client surveys and gather feedback to improve service offerings.

Collaboration & Handoff

Complete the Sales-to-Project Manager Google Form for every new job.

Ensure legal entity accuracy for customer and project names.

Coordinate closely with Project Managers, Estimators, and Superintendents throughout the project lifecycle.

Support estimators until proposals are delivered.

Professional Development

Stay current on industry trends, competitor offerings, and customer needs.

Attend weekly sales meetings.

Maintain professional appearance and adhere to company dress code.

Qualifications

Experience in restoration, mitigation, construction, or property management preferred.

Strong communication and relationship-building skills.

Comfortable with outbound sales, cold outreach, and networking.

Ability to manage multiple leads and follow-ups in a CRM system.

Self-motivated, organized, and goal-driven.

Benefits

Paid Time-Off, Paid Sick Days, Professional Development, 401K, Medical, Dental, Vision

Additional Compensation

Commission, Bonus

Skills

Customer Relationship Management (CRM), Lead Management, Performance Analysis, Revenue/Sales Reporting, Sales, Sales Management, Sales Prospecting

About the Company

Capital Disaster Solutions, LLC

Capital Disaster Solutions is a full-service turnkey restoration and reconstruction company specializing in large loss multifamily & commercial. Our team has extensive knowledge and experience managing catastrophic portfolio losses from hurricanes, floods and other natural disasters. When tragedy strikes many rely on CDS to handle complex projects resulting in minimal tenant disruption & business income losses.

Company Size

11 - 50

Headquarters

Houston, TX, US