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Client Relationship Manager
2 months ago
At Caroola Accountancy Limited, we are a leading provider of umbrella payroll, CIS, accountancy, and tax services. Our distinguished brand, Parasol, stands out as a premier provider within the industry, offering first-class service to the Agile Workforce, including freelancers and contractors.
We are seeking an experienced Account Manager to support our clients throughout the UK. As a key member of our team, you will work collaboratively with an external field account manager to manage and expand a portfolio of accounts.
Key Responsibilities:- Business Development: Ensure high sales activity within your portfolio by working closely with the Business Development Manager (BDM).
- Client Engagement: Develop and execute strategies to nurture and engage your accounts, enhancing client satisfaction and retention.
- Strategic Partnership: Collaborate with the BDM to strategically target and secure new business, aligning with overall business goals.
- Client Education: Provide advice and guidance to Agency Support, educating clients on internal processes and providing corrective guidance as needed to streamline their experience.
- Client Events: Support client events, hospitality, or educational initiatives.
- Escalation Point: Resolve escalated queries between Parasol and clients in a timely and effective manner.
- Experience in a sales environment, ideally as a BDM/account manager working with a portfolio of clients and winning new business.
- Strong verbal and written communication skills.
- Strong customer-centric attitude and problem-solving skills.
- Ability to execute a high volume of outbound sales phone activity.
- Ability to focus on processes and experience with salesforce CRM.
- Holidays - 25 days off plus Bank Holidays to reach a maximum of 29.
- Holiday Purchase Scheme - You can buy up to an additional 3 days per year.
- Long Service Benefit - 1 additional day's holiday will be added each year up to a total of 29.
- Private medical insurance.
- Dental insurance.
- Cycle to Work scheme.
- Subsidised gym memberships.
- Study support - Progress your career in your chosen field without worrying about finding the time, the right guidance or the money to do it.
- Financial benefits - Free access to mortgage advice, credit scoring for life and financial management tools.
- Company Pension Scheme.
We offer a dedicated team of qualified Mental Health First Aiders, counselling support, and a range of other benefits to support your well-being and career development.