Client Relations Manager

About Katalyst.


Katalyst, founded in 2006 in in the Carolinas, is a boutique technology services firm headquartered in Charlotte with additional locations in North and South Carolina. For nearly 15 years, we have grown our business with the belief that providing best-in-class expertise focused on sustainable business outcomes in every engagement will result in long-term success. 


We accomplish this by putting the Client at the center of what we do; knowing that if we delight our client in every engagement, by empowering their organization, it builds lasting relationships from trust that is earned. At Katalyst, we take pride in our gritty “can do” culture in getting “it” done as well as our high regard for humility – being confident in what we know, knowing what we don’t, and sticking to what we’re good at.


Our organization puts a high value on family, with a culture that expects you to work hard but provides you the flexibility to make the time with the family when it matters. This is a fun, tight-knit company fo hard-working individuals that share in our values at Katalyst. We offer great benefits, flexible work schedules and a very dynamic environment with some day travel in the Carolinas and an occasional overnight. If you are looking for a company that embraces creativity, tenacity, and grit please apply to join our team.


Position Description: 

The Client Relationship Manager supports assigned Account Managers, drives existing and new business within our client base, and generates comprehensive proposals. You will work closely with field-based business partners with a requirement of understanding partner programs, targeting new accounts with business development, and helping with event promotion and order execution. 


This role will work closely with outside sales in achieving key sales objectives, managing calendars and arranging in-person and teleconference meetings with clients and prospects.

The Client Relations Manager provides a roadmap for a candidate who would like the opportunity for advancement to a lucrative career in outside consultative sales. The position, if executed properly, will lay the foundational skills in technology selling, business value propositions, and the appropriate hunting skills for a long-term career in technology sales.


This will allow the right candidates to develop the skills needed to be successful in the rewarding and highly competitive field of technology sales. Katalyst has a proven methodology in building the right skills for a sustainable career in IT.

Responsibilities/ Job Function:  

  • Work closely with the outside sales team in achieving quarterly objectives

  • Work closely with Business Development and Marketing by bringing in new clients with strategic demand generation campaigns

  • Collaborate closely with the outside sales team in driving upsells in Katalyst’s Services, Software and Maintenance products and programs.

  • Work to maintain the highest levels of client satisfaction

  • Adhere to a defined professional roadmap that includes independent study, shadowing, and ultimately showcasing proficiency in the variety of skills required for consultative technology sales

  • Supports assigned Account Manager in all opportunities including but not limited to entering pre-sales requests, post-sales order processing and any client follow up, as needed

  • Assist with entering pre-sales requests, post-sale order processing tasks and any client follow-up tasks as directed by sales team

  • Build quotes, review contract terms, price negotiation, identify up-sell opportunities and ability to handle objections.

  • Conduct initial needs analysis for prospective clients

  • Perform partner Deal Registrations for OEM opportunities for your assigned sales team

  • Prepare purchase orders by verifying specifications and price; obtain recommendations from suppliers for substitute items

  • Work with multiple suppliers to process orders; monitor and expedite orders as required

  • Be able to work overtime as workload requires during end of month, quarter and year.

  • Confer with vendors to obtain and/or negotiate product or service information, availability and delivery schedule; for all internal and external orders

  • Coordinate internal purchasing needs on not for resale (NFR) as needed internally

  • Work closely with leadership in scheduling meetings, providing order updates and status of inflight business as needed

  • Performs other duties as assigned and required. Duties and responsibilities may change from



  • Must be sales driven with the aspiration to grow into a field-based technology sales professional

  • Must be able to take initiative

  • Must be flexible and adaptive

  • Must be detail oriented

  • Must be able to maintain strict confidence due to sensitivity of information being managed

  • Must have strong organizational and planning skills

  • Must have strong written and oral communication skills

  • Must be able to gather important information and disseminate it appropriately

  • Must have strong problem-solving skills

  • Must desire to bring order to chaos and thrive in an environment where priorities can shift frequently



  • Solid instincts of sales and client service

  • Bachelor’s Degree preferred

  • Excellent organizational skills including but not limited to being able to work independently as well as possess strong problem solving, organization and client service skills

  • Must be able to prioritize and handle multiple projects/deadlines simultaneously along with a strong attention to detail and accuracy

  • Able to wear multiple hats and juggle different types of responsibilities when needed

  • Will need to develop knowledge base of end to end renewals cycle

  • Strong knowledge of MS Word, Excel, PowerPoint and Outlook

  •  and QuoteWerks experience a plus


Compensations/Benefits: Will be commensurate with experience and skills 


Estimated travel:  No overnight is expected in this role aside from possible training opportunities every few

months. Estimated 1 +/- of day travel per week as needed.


Relocation:  no


Apply Here
In addition to filling out the form below, please send your resume to

Let Katalyst help optimize your technology and educate you on how to reduce your IT expenses. 


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