Relationship Manager Job Description Template

Use this Relationship Manager job description template to advertise the open roles for free using Longlist.io. 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

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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.

Responsibilities

  • 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

Requirements

  • 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.

Relationship Manager Job Description Examples

Key Client Relationship Manager• Hollis Cobb Associates, Inc.

The Key Client Relationship Manager will function as the primary point of contact for clients to communicate with Hollis Cobb management or staff regarding day-to-day inquiries and deliverable, policy updates, patient escalations, and additional service requisition for project(s) that span across one or more business lines, throughout the full project life cycle.

The Key Client Relationship......

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Customer Relationship Manager• Zurich

Zurich North America is currently looking for a Customer Service Manager to support or North American and Global Life division. This position will specifically support our international employee benefits space. This is a virtual position that can be located anywhere in the U.S.

As a Customer Service Manager, you will seek opportunities to secure increased business and serves as the key point o...

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Business Banking Relationship Manager• U.S. Bank National Association

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion... c...

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Senior Relationship Manager• beeline

Beeline pioneered the world's first extended workforce platform to solve the complexities of managing the modern workforce. With a data set encompassing more than 30 million workers and over $700 billion in talent spend spanning more than 20 years, its intelligence-driven platform transforms how businesses engage, manage, and optimize external talent across more than 120 countries. Enterprises....

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