Senior Client Relationship Manager - Corporates


Job Description:

Tribe Recruitment ltd

About the Company

This financial services company is kiwi-owned and operated SME in growth phase.

They are pioneers in their industry and the leaders in their field. Their mission is to offer their clients, who range from large corporates to individuals and SMEs financial solutions that add value. They are entrepreneurial and innovative, passionate with finding better solutions for their clients.

Our client is growing and transforming and want to continue to build on their position and reputation.

With brand new offices in downtown Auckland, with fantastic employee benefits (e.g. contribution to study and health insurance to name a few), plus a level of WFH flexibility alongside working with a collaborative and passionate team.

This company is also a purpose-led business.

This is a business where people are proud to work, and this new vision is both multigenerational and transformational including a focus on technology…a very exciting time to be part of their future focus!

About the Role

This Senior Relationship Manager (Corporates) role reports into the experienced Head of Partnerships, sitting within the Partnerships team and is responsible for the growth and loyalty of corporate clients for our financial services client.

This role will set the strategy and direction across mainly existing clients, so is first and foremost a solid CRM role, but also working closely with the Client Care team and Client Delivery team to drive new business opportunities - so a level of business development is required (both existing and new clients).

As you’d expect this role requires sales account planning as well as quality workflow, processes and campaigns to grow the business (including retaining, acquiring, developing and maintaining clients).

A consultative approach building credibility and profile with a range of clients is required and their sometimes complex business needs - providing the easiest solutions that add value.Therefore, this role requires someone who is used to engaging with various levels of multi-disciplinary clients and internal stakeholders.

This role would suit someone who is numerate and used to managing complex solutions for clients with the support of your team.

Previous tax management experience or affiliation with the tax and/or accounting industries would be beneficial.

This role has both team and behavioural targets for revenue and growth across clients with bonus.

This role would suit someone who would thrive in a professional, rapidly evolving market, including the tech and IT space to help support clients needs

About You

You will have solid Client Relationship Management experience working with high value and/or corporate clients. Ideally you will have worked the Tax, Financial Services, Advisory, Professional Services sector, however we are open to the full services sectors as well.

You will be strategic, with solid commercial acumen and the ability to provide solutions to a range of client stakeholders throughout the business including C-Suite

You will be strategic, with solid commercial acumen and the ability to provide solutions to a range of client stakeholders throughout the business including C-Suite

So, you will have proven experience with consultative sales account planning and client maintenance and used to providing solutions in complex client environments and structures

You will be a natural relationship builder who can understand clients’ challenges and devise solutions that add value to their business, sometimes with complex, numerical solutions that you are providing

While this role is mainly account management based, there certainly is an element of business develop for both existing and new clients to the business so an interest/experience in this area is required also.

This role requires a collaborative team player who is also comfortable working autonomously

Apply Now!

Marketing and Communications

Tribe Recruitment ltd

Posted on: 

9 May 2022