The Client Relationship Manager leads a team of account managers dedicated to meeting the operational needs of assigned client segment. Manages and develops client accounts to initiate and maintain good client relationships. Being a Client Relationship Manager typically requires a bachelor’s degree. Coordinates and communicates with marketing persons to enhance product performance and broaden sales channels. In addition, Client Relationship Manager typically reports to a head of a unit/department. The Client Relationship Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. Working as a Client Relationship Manager typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required.
Client Relationship Manager Job Description Template
Our company is looking for a Client Relationship Manager to join our team.
Responsibilities:
- Assisting the consultant team with pipeline and allocation of work as well as proposals, contract reviews and negotiations;
- Accountable for the effective running of the whole client portfolio;
- Line management responsibilities for the more junior members of the operations team;
- Tracking, monitoring and reporting on the management and performance of the accounts within the client portfolio;
- Prepare client documentation in advance of and following client meetings (as per business processes);
- Presenting, promoting and selling products/services using solid arguments to prospective clients;
- Open and maintain client files to the required compliance standards;
- promoting positive client engagement;
- Use your Digital Marketing and Customer Experience knowledge to provide each client with expertise in the bespoke optimisation of the product;
- Recruitment, training and development of staff;
- Coordinate technical, data and project resources, to ensure the smooth and efficient delivery of projects;
- Provide friendly professional point of contact for clients and enquiries (by phone, email and in person);
- Scheduling regular meetings, discussions, teleconferences and visit client offices to strengthen relationships;
- Maintaining existing clients and generating new clients to achieve revenue goals;
- Send letters of authority to providers, chase for information and check when received before passing over to the Financial Planner.
Requirements:
- Ability to support colleagues’ understanding of new marketing software and tools;
- HTML experience;
- Excellent Stakeholder Management and Communication Skills;
- Good technical knowledge;
- Comfortable with working in an autonomous manner;
- Outstanding written and verbal communication skills;
- A background in a consultancy or tech business would be highly beneficial but not essential;
- Good knowledge of software-as-a-service or SaaS;
- Provide both a reactive and proactive services to our client base;
- A/B or MVT testing experience;
- Ability to learn quickly and use initiative as required for changing circumstances;
- Strong interpersonal skills, customer empathy and determination to resolve issues;
- Experience working as a product owner;
- Be prepared and flexible for any other tasks that are required;
- Excellent relationship management skills, preferably working with clients.