United States

Job Description

We’re headquartered in the United States in Mission Viejo, California, but many of our opportunities have no geographical boundaries. Our team is composed of the most talented people from around the world.

Our mission is to enable professional research online. We’ve always gone beyond the simple work, and handled projects and research methodologies that others found difficult. Along the way, we’ve continually upgraded our online survey platform. We’ve built an outstanding team with detailed understanding of both business and research issues, adept at applying technology to solve complex problems.

IntelliSurvey has an exciting opportunity for an exceptional Sr. Client Manager to work remote. We offer an extensive, paid training period to prepare our managers for the job. This is a remote position, working from your home office.

The Senior Client Manager is responsible for the guidance and consultation of clients throughout the entire project process whilst overseeing and playing a major role in project execution along with cross-functional internal resources. They may be required to assist Sales teams with managing client requests including assessing project requirements and pricing


Other duties may be assigned

  • Managing and handholding clients through end-to-end sample delivery, including:
  • Coordinating and managing all data collection activities to client timelines and budget, including questionnaire review/advice (especially screening criteria), data collection, sampling, balancing to representative targets where applicable, quota management, daily updates to the client
  • Understanding client objectives and taking ownership of all project tasks and meetings with supervision by Business Development team as necessary
  • Designing sampling frames for fast-turnaround projects and understanding of sampling techniques
  • Proactively documenting project specifications to finalize sample plans and coordinating multiple third-party panel providers per project in conjunction with Project Managers
  • Where necessary, working with and managing research suppliers to achieve accurate data collection that is in line with best practice methods, whilst maintaining profitability
  • Maintaining positive working relationship with Integrated Solutions Team (IST), Programmers, clients and vendors, including potential future management/mentorship of a team of Project Manager’s
  • Developing an understanding of the company’s product portfolio and demonstrating an ability to facilitate and support the delivery of new and expanded products/services
  • Problem solving and finding solutions in an ambiguous environment
  • May also be required to support the Business Development Team by:
  • Liaising and negotiating with (multiple) panel vendors to assess feasibility of client requests
  • Collating costs from panel vendors and recommend best-fit approach to Sales Lead
  • Creating and developing proposals with consideration for profitability whilst keeping within client budgets
  • Assisting with Account Management tasks to build long-lasting client relationships


Education and/or experience:

  • Applicants must have excellent communication skills, be self-motivated and able to work both independently and in conjunction with a team
  • 5+ years of work experience managing online market research fieldwork projects under tight timelines, preferably including multi-sourcing of sample panel partners;
  • Be comfortable challenging clients and making recommendations for project improvements for the good of the research
  • Client-facing experience with proven ability to manage multiple complex projects concurrently
  • Experience of working with Management Consultancy/Private Equity/Corporate clients a major advantage
  • Account Management experience within a Sales environment advantageous but not essential
  • Knowledge of the online panel landscape is a major advantage, but training will be provided
  • MS Office skills (Strong with Excel in particular)


  • Working in a small team, you will be required to be flexible and adopt a “Client First” mentality – you may be asked to support on US projects on an ad hoc basis
  • Always strives to deliver results by being solution oriented and a team player
  • A self-starter with the ability to thrive in fast-paced, deadline-driven environment, and the ability to multitask with minimal supervision
  • Strong attention to detail, organizational skills, and able to be accountable for actions
  • Commercial acumen – ability to be identify opportunities to help the company grow and embrace change to help make the business successful
  • Learns quickly and independently in the context of an activity; seeks opportunities to extend and deepen learning
  • Prompt, proactive, and consultative project management with focus on solutions for clients and team members
  • Can clearly and effectively communicate project metrics, timelines, and other details pertaining to hand offs to colleagues
  • Ability to identify issues, lead troubleshooting endeavors, and escalate when efforts have been exhausted

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