Client Relationship Executive

3 weeks ago

London, Greater London, United Kingdom Optionis Full time

Position Overview

Are you a driven professional who excels in a dynamic and target-oriented setting? Do you appreciate the benefits of an unlimited commission framework? If this resonates with you, we have an exciting opportunity.

Optionis is seeking to hire a field-based Client Relationship Executive to enhance our partnerships within the southern region for our renowned brand.

Optionis is a collective of leading brands that focus on delivering tax management, umbrella, and accounting solutions to small enterprises and a high-quality contingent workforce across the UK. Our goal is to unite and empower the agile workforce community through innovative technology, exceptional service, and expertise, all under one umbrella. Our primary objective is to provide unmatched support to our clients, alleviating their burdens and facilitating their growth alongside us. This encapsulates our identity and mission.

As a Client Relationship Executive, your responsibility will be to cultivate profitable, long-term partnerships through our network of recruitment agencies and end clients. You will consistently aim to boost revenue through our diverse service offerings, including Umbrella and Accounting solutions. Your role will involve acquiring, maintaining, and expanding the revenue of the accounts within your portfolio while collaborating with and supporting the broader sales team and business. You will foster senior-level relationships within these accounts and conduct both in-person and virtual meetings with consultants and managers to expand the base of referring consultants. Success in this role will be primarily measured by the growth of existing and new accounts.

Key Responsibilities:

  • You will be responsible for executing a comprehensive strategy across all managed accounts.
  • You will drive sales initiatives within a designated list of accounts.
  • You will collaborate with internal teams to service and expand your agencies/clients, engaging from consultant to senior levels.
  • You will actively pursue new business opportunities and develop leads sourced by the sales team.
  • You will demonstrate, through periodic surveys, your capability to provide market-leading support.
  • You will engage in field-based activities to sustain and grow accounts, including attending networking events outside of standard office hours when necessary.
  • The performance indicators for this role will be based on activity levels, including face-to-face meetings, video calls, and email communications.

Skills & Qualifications:

  • Proven experience in account management and business development, preferably in a field-based capacity.
  • Exceptional verbal and written communication abilities.
  • Effective time management skills to ensure timely execution of all responsibilities.
  • Demonstrated capability to create and implement account strategies.
  • Strong commercial insight and negotiation skills with agency partners.
  • Experience presenting to various levels, including senior stakeholders.
  • A positive, proactive attitude.

What We Provide:

We are specialists in financial management and are committed to optimizing yours as well. We ensure that you receive the appropriate benefits to support your lifestyle, wellbeing, and health—both now and in the future. Discover what suits you best through your personalized benefits hub.

  • Unlimited commission framework
  • Competitive salary, flexible working arrangements, and the ability to adjust your holiday entitlement.
  • Enjoy 25 days of annual leave plus Bank Holidays, with the option to purchase up to an additional 3 days.
  • Plan ahead with private medical insurance, allowing access to timely medical treatment.
  • Maintain your health with dental insurance, our Cycle to Work scheme, and subsidized gym memberships.
  • Study support to advance your career without the stress of time or financial constraints.
  • Financial benefits to assist you during life's challenges, including free mortgage advice and financial management tools.
  • Company Pension scheme to help you save for the future.
  • Support for mental health through various resources and initiatives, including access to 24/7 counseling and support.
  • Flexible working environment to accommodate your lifestyle and family commitments, built on a foundation of trust and ownership.
  • Car benefit scheme to support environmentally friendly transportation options.
  • Cashback opportunities through our savings program to maximize your salary.

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