Do any of y’all have tips how to build client relationships as a new senior? Just rolled onto a job I never been on and I feel like the only contact I have with the client is request emails.

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I would literally talk to them. It’s amazing how much a smile and asking about their weekend works out for you. As opposed to asking them to do work for you. Imagine if you were them. They dgaf about you

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Don’t be afraid to be a little vulnerable and open with them. Ultimately, clients are really looking to work with people they trust and can be transparent with. Don’t be afraid to make mistakes; I guarantee you they do. We’re all just people. Don’t be afraid to talk about things you genuinely like rather than just “small talk” topics only. Notice that none of these things are “accounting” topics. All of that will come and it will be easier once you just try to get to know them and start a real relationship. Good luck!

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I also feel like I made a few small mistakes when asking for certain support and the client doesn’t think I know what I am talking about.

When I roll onto a new client I try and introduce myself to the main people I'll be working with and say hi. If a team member has been on the client already they can introduce to help make the connection.

Take some of the people you make requests of regularly to lunch

Just literally walk through the office where they sit and say hi. Even if you’re awkward it goes a long way to have a face to face personal interaction.

I made the introduction and it went well. The issue is that the Senior that was on the job previously was on it for 5 years so they are used to someone knowing the ins and outs of the business. I feel like they much preferred working with him than me. Which creates a weird dynamic

Remember that senior also had to learn the client and processes so they should expect some knowledge gap.

I usually review what was documented last year in the audit file/shared drive.vI also acknowledge I'm new to the client and want to gain an understanding of the processes, account, etc when meeting with the client

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Relevant for SM 11 years
Relevant for PM 5 years
Request you to kindly refer or help in any means
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ITIL,CSM certified
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