Relationship Manager, Financials

Title: Relationship Manager, Financials & Corporates (EU)

Location: London

Salary: £32,157 - £40,197 + OTE

About CDP:  

CDP is a global non-profit that runs the world's only independent environmental disclosure system. As the founder of environmental reporting, we believe in transparency and the power of data to drive change. 

Partnering with leaders in enterprise, capital, policy and science, we surface the information needed to enable Earth-positive decisions. We helped more than 24,800 companies and almost 1,000 cities, states and regions disclose their environmental impacts in 2024. Financial institutions with more than a quarter of the world's institutional assets use CDP data to help inform investment and lending decisions. 

Our team is truly global, united by our shared desire to build a world where people, planet and profit are balanced. Visit or follow us @CDP to find out more.

About the Team:

CDP's Sales function is responsible for generating sales of CDP products to new customers, as well as renewing existing customers and identifying greenfield opportunities within the existing book of business. The Sales function is market and customer oriented and establishes go-to market strategies that serve key personas across financial corporates, non-financial corporates, and distributors and channels. The Sales function works closely with M&C and Customer Success to deliver a smooth customer experience.

Relationship management including renewals and greenfield sales with financial institutions and non- financial corporates focused providing solutions to use cases and activating the data. Business development and sales to corporates providing solutions that enable corporates in their reporting and disclosure journey and solutions which enable and increase supply chain disclosure.

About this role:

This role will be a key relationship management contact for existing customers in Europe. As a generalist, the role acts as the primary point of contact for clients and plays a critical role in driving business development, retention, and revenue growth through renewal activities and greenfield sales opportunities.

What you will do:     

• Client Relationship Engagement and Management: Build and maintain strong relationships to ensure customer retention. This involves understanding their needs and ensuring high levels of client satisfaction.

• Identify cross-selling opportunities and products of interest for existing customers. Develop greenfield opportunities.

• Renewals negotiations: This includes license and contract negotiations, understanding core use cases of CDP data.

• Market Intelligence: Stay informed about market trends, competitive landscape, and client feedback. Use this information to inform business development strategies and identify new opportunities.

• Pipeline and Forecasting Discipline: Maintain a disciplined approach to pipeline management and forecasting. Ensure that Dynamics 365 (D365) is kept up to date with accurate and timely input to support data- driven decision-making. A proactive and optimistic approach is essential.

• Performance Reporting: Track and report on business development activities, including sales performance, pipeline status, and key metrics. Provide regular updates to senior management.

• Event Participation: Represent CDP at relevant industry events, conferences, and networking opportunities. This includes promoting CDP's services and building relationships with potential customers.

• Collaboration across teams. Build a strong customer picture across CDP of customer touchpoints; ensure internal communication on customer is up-to-date

• Continuous Improvement: Continuously seek opportunities to improve business development processes and strategies. This includes staying updated on best practices and industry developments.

• Actively contribute to an effective and engaged team, clear on its purpose and contribution, by:

  • Ensuring you know what is expected of you, through regular 1:1's, having clear objectives in place, and participating in open and honest performance and development conversations

  • Ensuring a respectful and inclusive workplace, where team members communicate openly, share knowledge so it can be used, and respect difference.

  • Living the CDP Values and demonstrating the behaviours appropriate to your position.

We're looking for:

• Experience: Demonstrable experience in renewals and customer retention, sales, or a related field, preferably within the sustainability sector.

• Track Record: Proven track record of achieving sales targets and driving business growth.

• Customer-centric mindset. Ability to anticipate needs of customers and identify opportunities.

• Relationship Building: Strong ability to build and maintain relationships with clients and partners.

• Communication Skills: Excellent communication, negotiation, and presentation skills.

• Experience in Selling: Experience in selling ideally to financial or non-financial corporates, with an understanding of customers' internal teams responsible for purchase decisions.

• Education: Relevant degree qualification or equivalent experience.

• Language Proficiency: Fluent in one or more local languages

Before you apply :

We'll only use the information you provide to process your application. For more details on how we use your information, see our applicant's privacy notice. By uploading your CV and covering letter, you are permitting CDP to use the information you have provided for recruitment purposes.  

The salary banding for this role is £32,157 - £40,197. This role will also include an On Target Earnings component to be confirmed.

This is a hybrid role requiring weekly time in the office

How to apply: 

Please upload your CV in English via the application form.