Client Relationship Executive
3 weeks ago
Reference No- 28218- Title- Client Relationship Executive- Type- Permanent- Salary Range- Competitive- Division- Commercial- Sub Division- Business Development- Department- Business Development (10000078)- Location- 55 Baker Street**Client Relationship Executive**
Head Office, Baker Street, London
The role of a Knight Frank Client Relationship Executive is to support in the strategic planning, delivery, and coordination of account plans for a defined group of the firm’s most important Business to Business (B2B) clients (Principal and Incubator Clients).
**Solution Provider
Act as a central resource for the client core team across an assigned group of clients
- **Relationships -** Maintain a close working relationship and provide support to the assigned Client Relationship Partner (CRP), Assistant CRP, Graduate Assistants and Client Relationship Support (CRS)
- **Client Knowledge** - Undertake research, maintain, and update the client dashboard, and help build relationships with a defined group of clients to gain an understanding of the client core business activities and property portfolio
- **Pitches -** Have oversight of all pitches and RFP’s received from the client via the Pitch team, ensuring the CRP is aware and assist where required
- **Data analysis** - draw together sources of data such as fee and client engagement data to make client recommendations
- **Wider Knight Frank** - liaise with wider departments including but not limited to Marketing, Research, PR in relation to any activity on the assigned client group.
**Client Support**
- **Account Planning** - Chair and organise account planning meetings at the start of each new financial year to review and set SMART goals, including fee targets Revenue reporting, contact mapping, engagement planning, client listening for the delivery of a successful account plan
- **Client Core Team Meetings** - Attend and set the agenda for all client quarterly core team meetings and work with the Graduate Assistants and the CRS to ensure that they take the minutes and actions in readiness for circulation within 3 working days, with any actions recorded and followed-up
- **Introductions** - Help to identify, facilitate and promote opportunities for cross-selling by having an understanding of all Knight Frank service lines and how they relate to the assigned client group
- **Client Outputs** - Have oversight, co-ordinate and deliver the timely delivery of any outputs that fall within the remit of Client Care e.g. newsletters, organograms, fee reports, direction of travel documents, internal mailers etc.
- **Client Listening** - support the Head of Business Development and senior leadership team in the collection and dissemination of post transaction reviews and regular client feedback interviews, ensuring any actions are followed-up
**Client Team
- Perform any ad-hoc tasks relevant to the role as set by the Head of Business Development and Head of Client Relationships
- Work with the wider Business Development Department (Clients, Pitching, ConneXions and Client Data Analytics)
- Be an advocate for the Business Development team, champion other wider Knight Frank initiatives and share with the core team e.g. ESG Ambassadors, KFX Boards and Knight Frank values
- Take responsibility for at least one additional project that falls within the Business, e.g. graduates, CRS Network,
**Systems & IT competence**
- Word, Outlook, Power Point, Excel and Power BI
- Ensure that Knight Frank’s proprietary CRM system is accurate/constantly updated to reflect any updates or amends on the assigned client at a contact and company level
- Utilising and championing Introhive (client relationship intelligence platform)
- Supporting and championing any wider relevant CRM Technology solution projects as required by the team e.g. Medallia, Power BI
**Research and Events**
- Oversight and leadership of the client care strategy on Knight Frank’s flagship reports (and any other Knight Frank publications as required), delegating to wider client team to actualise the client care strategy
- Active Capital
- The London Report
- (Y)our Space
- Wealth Report
- Living Sectors Investment Breakfast
- Create a bespoke client engagement plan with the CRP and Assistant CRP with (at minimum) one client engagement event a year e.g. entertainment, research presentations, junior socials etc
- Lead, and have oversight of organising client events as set in the engagement plan, liaising with wider colleagues as required such as Events Team, CRS’s, Graduate Assistants, Executive Office
**Professional experience and personal skills profile**:
**Qualifications/Education Required**
- Key account management experience in a similar professional services role with 3-5 years' experience
- Educated to graduate level/above
**Aptitudes/Skills Required**
- Proactive
- Self-motivated
- Team player
- Highly organised
- Enthusiastic
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