Client Experience Manager

Client Experience Manager

Triumvirate Environmental, one of the largest environmental services firms in North America, is seeking a Client Experience Manager for our Santa Fe Springs, CA team.

The Client Experience Manager (CEM) serves as the central liaison for Triumvirate's national system accounts — clients with multiple locations spanning states and regions across the country. Because these accounts touch every part of the organization, the CEM exists to keep communication, service delivery, and account execution aligned across the National Sales Team, the Operations Team, Service Line Managers, the Technical Service Department, the Legal Department, and Billing. The CEM proactively manages each assigned account based on its size, scope, and volume of services, and acts as the single point of accountability who ensures that no handoff between departments becomes a breakdown in service for the client.

Triumvirate Environmental provides leading organizations in the higher education, life sciences, healthcare, and advanced manufacturing sectors with diverse services and expertise to assist them with compliance management. At Triumvirate Environmental, we strive to WOW both our employees and our customers. Our unique culture fosters growth, development, education, and creativity.   

This position reports to our Client Governance & Experience Lead. 

 

Responsibilities: 

Cross-Functional Account Liaison

• Serve as the connective point between Triumvirate branch service managers, Service Line Managers, Operations, and related departments to communicate job function, scheduling, paperwork flow, and client-specific rules.
• Be the WOW! Ambassador on specific accounts.
• Liaise with Regional Waste Coordinators and the Technical Service Department to ensure disposal and end-disposal facilities are corporately approved by Triumvirate and the client.
• Onboard new clients to ensure a successful kickoff, coordinating with Legal and Operations on NDA, MSA, CPS, and SOW/CPQ documentation and PO setup.
• Identify cross-sell opportunities for existing customers and route them to the National Sales Team.
• Conduct post-job follow-up with Operations and Service Line Managers to confirm value was added, the client experience was intimate and consistent, and no open items or incomplete assignments remain.
• Schedule and run internal account meetings to align Operations, Service Line Managers, and regional teams on service delivery and WOW! standards.
• Own Service Delivery Assurance — staying ahead of service issues across locations before they reach the client.
• Lead Service Recovery efforts: triage issues with Operations and Technical Service, and develop new procedures to prevent recurrence.
• Support Employee Lead follow-up and tracking in partnership with Operations.
• Assist the National Sales Team in closing new system accounts, bridging sales commitments into operational onboarding.

Financial & Billing Liaison

• Partner with the Billing Department on timely invoice payments, including credit creation/approvals and AP-related client forms and requirements.
• Assist Billing with invoice approvals when necessary.
• Review monthly COGS reports with Operations and Finance to ensure accounts are on track for profitability goals.
• Track unapplied cash with Billing to ensure payments are applied to outstanding invoices.
• Coordinate timely PO renewals with Legal, Billing, and the client.
• Collaborate with cost recovery to help optimize gross profit, including routine account COGS reviews.
• Field miscellaneous one-off client requests, routing to the appropriate department (Legal, Billing, Operations, or Technical Service).
• Take client meetings as needed.
• Assist with proposal creation and scoping work, in coordination with the National Sales Team and Operations.
• Support Marketing initiatives tied to national accounts.
• Log all account activity (meetings, calls, etc.) in Oracle CX (CRM).

Reporting, Compliance & Legal Coordination

• Coordinate customer-specific reporting requirements, including Quarterly Business Reviews and monthly/quarterly waste and spend reports.
• Track progress against client sustainability goals.
• Liaise with the Technical Service Department on ADVISE and related compliance data to show trends to the customer.
• Track EHSOne KPIs in coordination with Technical Service.
• Work with Legal on contract renewals, ensuring terms are current across all locations of a national account.
• Ensure meeting minutes are recorded and delivered to the customer within 24 hours.

Client Engagement & Travel

• Travel to branches as deemed necessary to maintain in-person alignment with regional teams.
• Entertain customers as needed (lunches, dinners, golf, etc.).
• Other duties as assigned.

The CEM's primary value is cross-functional coordination. The table below outlines the core relationships the CEM maintains and the liaison function performed with each:

Group / Department	CEM Liaison Role
National System Accounts	Primary relationship owner for multi-location clients; single point of contact who ensures a consistent client experience across every branch and region a national account touches.
National Sales Team	Partners on account strategy, cross-sell opportunities, and closing new system accounts; ensures sales commitments are translated accurately into operational execution.
Operations Team	Coordinates scheduling, paperwork flow, job function, and client-specific rules with branch and regional operations to ensure consistent execution at every location.
Service Line Managers	Aligns service delivery standards across service lines, resolves cross-service-line issues, and ensures client-specific requirements are understood and followed.
Technical Service Department	Coordinates on disposal facility approvals, compliance data (e.g., ADVISE, EHSOne KPIs), and technical/regulatory requirements tied to client accounts.
Legal Department	Liaises on NDAs, MSAs, CPS, and SOW/CPQ documentation during onboarding and renewals, routing contract and compliance matters to Legal as needed.
Billing Department	Works with Billing/AP on invoicing accuracy, credit creation and approvals, unapplied cash tracking, and timely PO renewals to keep accounts current.

Basic Requirements: 

• Bachelor’s Degree is required
• 3-5+ years of in Account Management or similar field 
• Proven organizational and time management skills
• Strong communication skills, both written and verbal
• Attention to detail with the ability to keep the big picture in mind
• Excellent soft skills; ability to work well with clients and co-workers
• Computer skills: MS Word, excel and ability to learn internal computer software
• Previous experience with customer-facing responsibilities
• Must be eligible to work in the United States without future sponsorship
• Must have a reliable form of transportation

 

Preferred Requirements: 

• Prior Oracle / Oracle CPQ experience 

 

#LI-Onsite 

 

Besides Health, Dental and Vision Insurance, we contribute to a 401k, offer a generous tuition reimbursement program, TONS of safety training for some positions with opportunities for external trainings and certifications, Mentorship & Career Succession Planning, Relocation Opportunities, Auto/Home insurance discounts, pet assistance discount plans, discounted movie passes & more!   

To learn more about our business, culture, and the exciting work that we are doing in the industry, find us on LinkedIn, Instagram (@triumvirateenvironmental), or our website!  

Triumvirate Environmental is committed to a diverse and inclusive workplace. As an Equal Opportunity Employer (EOE), Triumvirate does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals with Disabilities and Protected Veterans are encouraged to apply. 

 If you have a disability and need accommodation during the application and hiring process, please contact us at https://www.triumvirate.com/contact or call us at 888-834-9697.  The requirements listed above are representative of the knowledge, skill, and/or ability required. To view our California Privacy Notice and Policy, click here.