Overview
Job Title: Client Relations Specialist
Reports To: Client Relations Lead
FLSA: Exempt
Updated: 2/9/2026
Summary
Serves as the primary strategic liaison between Copper Storage Management (CSM) clients
and internal departments. Responsible for overseeing assigned client portfolios by
coordinating cross-functional execution, translating operational data into actionable
insights, and ensuring consistent communication and alignment with company standards.
Leads monthly client meetings, monitors facility performance, and supports lifecycle
management from onboarding through ongoing operations. Performs special projects and
additional duties as assigned by the Director of Operations or Client Relations Lead.
Duties and Responsibilities
- Serve as the primary point of contact for assigned Clients and their facility
portfolios. - Lead and facilitate Client performance meetings at least monthly, ensuring clear
communication of performance metrics, strategic initiatives, and action items. - Analyze operational and financial data across company platforms and departments
to deliver clear performance updates and strategic recommendations. - Monitor facility performance metrics and identify trends, risks, and opportunities.
- Coordinate cross-functional collaboration between internal departments to support
Client success. - Track and escalate accountability for internal deliverables related to assigned
facilities. - Maintain strong professional relationships with Clients, Facilities, and internal
stakeholders. - Support onboarding, operational lifecycle milestones, and offboarding processes as
required. - Coordinate approved CapEx and maintenance initiatives across internal teams.
- Participate in weekly, monthly, and quarterly operational meetings.
- Communicate risks, issues, and operational concerns proactively.
- Meet or exceed established deadlines and performance expectations.
- Utilize company platforms and tools to support reporting, analysis, and
accountability tracking. - Support onboarding and ongoing development of new Client Relations team
members through mentorship, process guidance, and knowledge sharing aligned
with company standards. - Perform additional duties as assigned.
Qualifications
Successful performance requires the ability to fulfill essential responsibilities in a fastpaced, collaborative environment.
Computer Skills
Working knowledge of:
- Microsoft Word and Excel
- storEDGE
- Monday.com
- Paychex
- Additional platforms as introduced by the company
Education/Experience
High school diploma or GED required; five (5) years of related experience and/or training, or an equivalent combination of education and experience in customer service and self-storage operations.
Knowledge, Skills, and Abilities
- Excellent written and verbal communication
- Client portfolio management
- Delivery of Platinum-level customer service
- Cross-functional collaboration
- Strong organizational and time management skills
- Detail-oriented with high accuracy
- Servant leadership mindset
- Conflict resolution skills
- Solution-focused problem solving
- Ability to work independently and take initiative
