About Us
California Financial Services/KeyAnalytics is a leading financial consulting firm based in South Orange County, California. Our services include assisting public agency clients throughout the State of California in formulating and managing multi-year capital financing programs. KeyAnalytics is looking for a Junior Client Relationship Manager to join our team in Mission Viejo, CA. We take pride in our long-term relationships, responsive support, and deep understanding of our clients’ needs.
Position Overview
The Junior Client Relationship Manager will serve as the primary relationship owner and strategic partner for a portfolio of public agency clients. Being the primary point of contact for all client requests and inquiries, this position plays a critical role in managing and facilitating responses to those client needs.
Key Responsibilities
Client Relationship Management
- Serve as the main point of contact for assigned public agency clients.
- Build and maintain strong, trusted relationships with executive sponsors, administrators, and key stakeholders.
- Conduct regular business reviews to align product use with client goals and objectives.
- Analyze and interpret financial/accounting activity, gather budgets and timelines, generate reports.
· Coordinate with various staff and entities within and outside of the organization with the goal of providing accurate deliverables in a timely manner.
· Manage the needs, expectations and requests of multiple clients concurrently
Account Growth & Retention
- Manage contract renewals and negotiate terms aligned with company objectives.
- Identify upsell and cross-sell opportunities to expand product adoption.
- Monitor account health and proactively address risks to retention or satisfaction.
Implementation & Product Adoption
- Partner with onboarding and technical teams to ensure smooth client implementation.
- Promote best practices for product utilization and engagement.
- Collaborate with internal teams to tailor solutions for the client’s specific regulatory and operational requirements.
Strategic Collaboration
- Represent the “voice of the client” in internal discussions about roadmap and service improvements.
- Participate in public sector conferences, webinars, or client forums as a company ambassador.
Qualifications
Required:
- Bachelor’s degree in Business, Communications, Public Administration, or related field.
- Excellent communication, negotiation, and presentation skills.
- Proficient with Microsoft Excel, Word and Powerpoint
- Demonstrated ability to manage multiple accounts and projects simultaneously.
- Highly developed organizational skills
- Basic Understanding of Accounting Principals
- Detail Oriented
- Travel within the state of California required
Preferred:
- Proven success in managing complex, long-term client relationships in a consultative environment.
- Experience in client management in a SaaS or technology company.
- Understanding of the public sector (local government, utilities, agencies, or education).
Job Type: Full-time
Pay: $70,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
Education:
Experience:
- Microsoft Suite: 3 years (Preferred)
Ability to Commute:
- Mission Viejo, CA 92691 (Required)
Ability to Relocate:
- Mission Viejo, CA 92691: Relocate before starting work (Required)
Work Location: In person
