Client Relationship Manager overseeing the pro - active client experience for Group Retirement Services customers. Managing relationships, communications, and project management with client decision makers.
Responsibilities
- Engage directly with new and existing partners to triage leads, identify growth opportunities, win new business and conduct account management duties.
- Attend meetings with key partners, support partner onboarding and complete follow up actions.
- Identify opportunities for process improvements, including streamlining the onboarding process, CRM and sales processes and tender and document management.
- Coordinate and manage the preparation, development and submission of government and commercial tenders.
- Maintain a CRM system and sales pipeline reporting to ensure visibility of deal stages and partner engagement.
- Ensure accuracy and consistency across all contracts, sales documents, and partner communication.
- Liaise with cross-functional teams (Product, Legal, Operations) to support project implementation, and schedule and manage key meetings, partner touchpoints and follow-ups.
Requirements
- 5+ years’ experience in commercial roles including sales, tender management, or business support.
- Proven experience managing customer relationships, implementing account management processes and building new relationships.
- Strong commercial acumen, with a sense for identifying and pursuing highest value opportunities
- Ability to manage documentation, reporting and cross-functional coordination in a fast-paced environment.
- Strong attention to detail and excellent written and verbal communication skills.
- High proficiency in Microsoft Office Suite, CRM tools (e.g. Salesforce, HubSpot), and tender portals.
- Ability to manage multiple projects simultaneously and work to tight deadlines.
- A proactive, collaborative mindset and passion for sustainability and the EV sector
Benefits
- health insurance
- retirement plans
- paid time off
- flexible work arrangements
- professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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