Regional Relationship Manager overseeing customer and vendor relationships, analyzing data, and ensuring profitable business results for property services. Working with diverse teams to enhance service delivery.
About the role
- Head of Account Management at Savvy Investor ensuring partner success and operational efficiency within a hybrid workplace. Leading a team in a fast-growing B2B investment management platform.
Responsibilities
- Ensure partners are fully utilising their agreed packages and deliverables
- Oversee the timely upload and promotion of partner content
- Maintain structured communication plans with all partners
- Ensure smooth onboarding of new partners
- Act as senior escalation point for operational issues
- Lead, mentor and develop the Account Management team
- Establish clear processes and service standards
- Improve efficiency and consistency across accounts
- Work closely with Content, Marketing, Data and Sales teams to ensure smooth execution of partner activity
- Provide structured feedback from partners to internal teams
- Support the Sales team by ensuring smooth handovers following new partnership agreements
- Coordinate partner participation and communication
- Manage timelines and deliverables
- Work cross-functionally to ensure smooth execution
- Ensure a high-quality partner and attendee experience
Requirements
- Strong background in Account Management / Client Services within a B2B environment
- Experience managing and developing a team
- Highly organised with excellent attention to detail
- Strong project management capability
- Confident analysing performance data and presenting insights clearly
- Proactive and solutions-oriented
- Comfortable working cross-functionally
- Experience using Salesforce (or similar CRM)
- Experience with project management tools
- **Desirable**
- Experience in asset management, financial publishing or B2B media
- Experience supporting events or sponsorship-led initiatives
Benefits
- 24 days annual leave rising to 29 days
- Enhanced parental leave
- Private Health Care
- Wellness Days
- Birthday day off
- Employee assistance program
- Travel loan scheme
- Charity days
- Breakfast provided
- Social Events throughout the year
- Hybrid Working
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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