Client Relationship Manager
4 days ago
We’re Hiring a Client Relationship ManagerJon DudgeonCo-Founder and CEOShape smarter decisions through great client relationships.If you thrive on building client relationships, enjoy interpreting financial data, and want to use your skills to make a real impact – this one’s for you.As a CRM at Blu Sky, you’ll be the go-to advisor for your portfolio. You’ll help clients navigate key decisions, forecast with confidence, and align their finances to long-term goals. More than just compliance, we’re here to support our clients with clarity as they grow.Location: North Shields – HybridType: Full-time, permanentSalary: Up to £50,000 (depending on experience)Reporting to the Client Relationship Director (CRD) you will be part of a client-focused team, dedicated to providing exceptional service. In this role you will build trusted relationships with clients, proactively guiding them through financial decisions, solving real business challenges, and helping them grow with confidence. Whether it’s forecasting, automation, or insightful reporting, your impact will reassure clients that their finances are fully under control.PurposeA key part of the Blu Sky client delivery team, you will be responsible for delivering accurate, timely management information, while also supporting clients with cash flow forecasting, payment runs, board reporting, finance process automation, and strategic decision-making. You will provide essential compliance services such as bookkeeping and VAT, but more importantly, you’ll add value by taking the pressure off clients when it comes to managing their finances, giving them peace of mind and the headspace to grow their business.RequirementsExperience:Managing and developing client relationshipsFinancial advisory and strategic insightBookkeeping and management accounts preparationPreparation of statutory accounts and corporation taxReviewing and quality-checking workStrong proficiency with Microsoft OfficeQualifications:ACA or ACCA qualified (or equivalent)Experience networking and building new client relationshipsFamiliarity with cloud-based systems (e.g. Xero)Personal Attributes:Detail-focused: Accurate and meticulous deliveryNumerical: Enjoys data analysis and working with figuresStructured: Excellent time management and organisationRisk-aware: Anticipates and mitigates issuesCommercially aware: Understands client business contextsSelf-starter: Takes ownership of work and client outcomesAdministrative: Keeps information well-documentedResilient: Performs well under pressure and deadlinesProgression is based on performance and alignment with company values. As we continue to grow our client portfolio and advisory services, there will be opportunities to progress over the medium to long term. For the right individual, there may also be the potential to explore equity participation as part of their future with the business.At Blu Sky, we believe work should work for you. That means trusting our people, supporting your wellbeing, and rewarding your impact – with flexibility, fairness, and a healthy dose of fun. Here’s what you can expect as part of the Blu Sky team:Time off that works for you: We know balance looks different for everyone – and we’ve built our leave package with that in mind25 days annual leave (plus bank holidays)1 day off for your birthday – go celebrate1 wellbeing day – take time for you, or maybe to welcome a new furry friend1 volunteering day – support a cause you care about, on usRemote working – work from anywhere, so long as it works for clients and your teamFlexible hours – talk to your manager, agree a plan, and go for itOnboarding package – everything you need to hit the ground runningFamily-friendly supportWhether you’re growing your family or navigating change, we’ve got your backMaternity leave – 3 months full pay, followed by 3 months at 50% pay (for those returning to work)Paternity leave – 2 weeks full pay, plus an optional 2 weeks at 50% payHealth & peace of mindPrivate medical insurance – available firm-wideDeath in service cover – additional security for your loved onesMake the most of our salary sacrifice options.Electric car scheme – lease a vehicle while saving on taxMore options in the pipeline – we’re always exploring ways to add valueRecognition & rewardFirmwide bonus scheme – discretionary, based on overall performanceQuarterly strategy days – in-person sessions to reflect, connect and shape our future #J-18808-Ljbffr
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