Role Description The Client Relationship Manager (CRM) is responsible for fostering, strengthening, and maintaining high-quality relationships with ESOP plan administration clients. This role ensures client needs are met through proactive communication, partnership with internal teams, and continuous oversight of the annual ESOP administration cycle. - Support client retention by enhancing engagement, responding to service concerns, delivering consistent value messaging, and identifying opportunities for additional services or revenue growth. - Requires strong relationship-building skills, clear and confident communication, and the ability to collaborate across functional teams. Essential Functions - Client Relationship Management & Communication - Serve as a primary point of contact—alongside the plan consultant—for assigned ESOP clients. - Address client inquiries, concerns, or service issues promptly and professionally to ensure a positive client experience. - Communicate Blue Ridge’s value proposition effectively, especially with “at-risk” clients, to strengthen satisfaction and retention. - Provide proactive client touches throughout the annual cycle, including quarterly informational emails and periodic phone calls to assess satisfaction. - Client Engagement & Service Delivery Coordination - Collaborate closely with internal administration teams to ensure timely and accurate service delivery aligned with client expectations. - Monitor annual administration timelines within the ESOP recordkeeping system and ensure clients remain informed throughout the process. - Participate in annual planning or year-end calls as needed to prepare clients for upcoming deliverables and milestones. - Plan Health Review & Reporting - Prepare and annually review Plan Health Reports that highlight key statistics, services delivered, and strategic goals for each client. - Recommend improvements or updates to client service models based on data insights and client needs. - Business Insights, Profitability & Growth Opportunities - Review client profitability and make recommendations for fee adjustments, service changes, or staffing realignment when appropriate. - Identify opportunities to introduce ESOP consulting services or cross-sell additional Blue Ridge offerings. - Provide demonstrations of ESOPConnection, the participant website, to support client understanding and adoption. - Other Duties - Contribute to developing and refining internal practices that enhance client service quality, efficiency, and documentation. - Assist with special internal or client initiatives as needed. - Perform additional duties as assigned. Qualifications - Strong written and verbal communication skills with the ability to build trust and rapport. - 3+ years of experience in client relationship management, account management, or a similar client-facing role. - Ability to identify client needs and collaborate internally to ensure successful outcomes. - Strong problem-solving and customer-focused mindset. - Proficiency with CRM software and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). - Strategic thinking, including the ability to assess client profitability and recommend improvements. - Ability to manage multiple accounts and deadlines in a fast-paced environment. - ESOP knowledge preferred but not required. Requirements - Bachelor’s degree in Business or a related field. - Minimum 3 years of client relationship, account management, or customer success experience. - Experience participating in or managing client meetings, touchpoints, or business reviews required. - ESOP experience preferred but not required. - Occasional travel to client locations or internal meetings may be required. - Travel may involve participation in client review meetings, annual planning sessions, or service-related activities. Benefits - Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN). - Competitive salary & comprehensive benefits (medical, dental, vision, life, disability). - 401(k) with company match + HSA with contribution. - Generous PTO for parental leave, vacation and holiday time. - Support for certifications, association dues, and professional growth. - Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference.

• Build and maintain strong customer relationships • Promote and sell the full Coromant product and service offering • Identify new business opportunities and grow market share • Collaborate with internal teams to deliver total customer solutions • Use your technical expertise to consult on CNC machining and tooling applications • Maintain and optimize the sales pipeline using CRM tools (MS Dynamics and Power BI) to ensure accurate tracking, forecasting, and follow-up on customer engagements

• Build and maintain strong customer relationships • Deliver the full Coromant product and service offering • Identify new business opportunities and grow market share • Collaborate with internal teams to deliver total customer solutions • Use your technical expertise to consult on CNC machining and tooling applications • Maintain and optimize the sales pipeline using CRM tools to ensure accurate tracking, forecasting, and follow-up on customer engagements

• Build and maintain strong customer relationships • Deliver the full Coromant product and service offering • Identify new business opportunities and grow market share • Collaborate with internal teams to deliver total customer solutions • Use your technical expertise to consult on CNC machining and tooling applications • Maintain and optimize the sales pipeline using CRM tools to ensure accurate tracking, forecasting, and follow-up on customer engagements