Relationship Manager Job Description Template

Use this Relationship Manager job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Relationship Manager Job Description Template

Job Brief

We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image.

To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills.

Ultimately, you’ll maintain strong relationships with our company’s clients to boost our brand and profits in the long-run.


  • Understand customer needs and develop plans to address them
  • Identify key staff in client companies to cultivate profitable relationships
  • Resolve customer complaints quickly and effectively
  • Forward upselling and cross-selling opportunities to the sales team
  • Promote high-quality sales, supply and customer service processes
  • Aim to preserve customers and renew contracts
  • Approach potential customers to establish relationships
  • Gain solid knowledge of competitors


  • Proven experience as a Client Relationship Manager
  • Knowledge of customer relationship management (CRM) practices
  • Experience in sales or customer service is preferred
  • Problem-solving attitude
  • Excellent communication skills
  • Aptitude for fostering positive relationships
  • Teamwork and leadership skills
  • Customer-oriented mindset
  • BSc/BA in Business Administration or similar field

What does Relationship Manager do?

A Relationship Manager is responsible for managing and strengthening relationships between a company and its clients. On a day-to-day basis, they typically perform the following tasks:

  1. Client Relationship Management: They manage the company's relationship with existing clients, ensuring their needs are met and addressing any concerns or issues that may arise.

  2. Client Communication: Relationship Managers engage in regular communication with clients through various channels like emails, phone calls, and meetings. They provide updates on company products or services, resolve queries, and gather feedback.

  3. Account Management: They handle and oversee the accounts of clients, including billing, payments, and contract renewals. They may also negotiate terms and conditions or pricing agreements with clients.

  4. Sales and Business Development: Relationship Managers are often involved in identifying new business opportunities and working to grow existing accounts. They may collaborate with a sales team to develop strategies and participate in client presentations or pitches.

  5. Client Support: They act as a point of contact for clients, providing support and guidance during the implementation of new products or services. They may also assist in troubleshooting any technical issues or coordinating with relevant internal teams.

  6. Relationship Building: Building strong relationships with clients is vital, so Relationship Managers often arrange regular meetings or social events to foster and maintain good rapport. This could include client entertainment activities or professional development sessions.

  7. Market and Industry Research: To stay informed of market trends and industry developments, Relationship Managers conduct research and gather insights. This knowledge helps them understand client needs better and adapt their strategies accordingly.

  8. Reporting and Analysis: Relationship Managers typically prepare reports or perform analysis on client accounts, sales performance, and overall customer satisfaction. These reports are used to provide insights to management and aid decision-making.

Overall, the role of a Relationship Manager involves a mix of client management, sales, communication, support, and analysis to ensure customer satisfaction and growth.

Looking for your next
Recruiting CRM or ATS?
Longlist has all the tools you and your team needs to become a better recruiters. From sourcing to closing, we have you covered.