Client Relations Specialist Skills Assessment

Client Relations Specialist Skills Assessment

Assessment Summary
Client Relations Specialists are responsible for generating momentum with potential new customers, managing the ongoing needs of existing clients, and advancing the sales process. They must possess strong customer service and communication skills that afford them confidence to build, maintain and strengthen a company’s relationship with a client. Client Relations Specialists help to ensure correct communication occurs between client and sales team, often making recommendations to improve the entire sales process and therefore increasing spend with new prospects and existing customers. This assessment contains 10 questions that test the candidate’s ability to acquire and retain customers, customer service ability and their communication skills.
Skills tested in this assessment
The skills tested in this assessment for a Client Relations Specialist include their ability to acquire and retain customers, provide excellent customer service in various scenarios, and communicate effectively. The questions should showcase their ability to identify prospects and nurture existing client relationships to uncover up-sell opportunities. They will test candidates’ ability to effectively manage service level frameworks for their inbound and outbound activities and how they build and maintain rapport with key stakeholders.
What to test with this assessment
On completion, you can expect to learn what strategies the candidate may utilise to unearth further business in existing clientele, their level of confidence to identify and nurture prospects and customers through the sales pipeline effectively, and how well they qualify opportunities and handle common objections. You’ll get a sense of their personality and engagement style in the video & audio questions, along with their ability to provide an unwavering excellent customer experience.

About the Client Relations Specialist Skills Assessment

Want to hire the best Client Relations Specialist to help your business? Use our expert Client Relations Specialist skills test to hire the best person and never make another bad hire.

A Client Relations Specialist works primarily to develop and maintain strong relations with prospects and potential clients, seek growth opportunities with exisiting clients and overall improve the sales pipeline. Their goal is typically to attract and maintain customers over time, and satisfy any pain points that they may have. 

This Client Relations Specialist test assesses whether job candidates can successfully handle any challenges that they are faced with, and strengthen relationships with new and exisiting clients. This can include having strong communication and customer service skills, as well as customer acquisition and retention skills. 

Candidates who perform well on this Client Relations Specialist skills assessment will have all the technical skills to manage new and exisiting customer relationships and ensure their clients are always satisfied. They will also have the required soft skills to effectively communicate with all internal and external stakeholders. 


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Question Type


Customer Acquisition/ Retention

Question Type: Video

While speaking with an existing client, they mentioned a friend of a friend at one your target clients were starting to look for businesses to partner with. Describe the steps you would take to follow this lead further.
Question Type



Question Type: Audio

An audibly hostile customer has just called. They recently signed up to a service from your company and it's not immediately hitting the mark. Following hearing their frustrations, how would you manage this situation? Record your response to the client in a two minute audio recording.
Question Type


Customer Service

Question Type: Text

You identified a potential need in an existing client but your approach to finding out further information got them a little offside. How do you handle this?

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