Client Manager

Advania UK; Milton Keynes; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

Advania UK in Milton Keynes is seeking a Client Manager to manage a portfolio of SME clients, build strong relationships, and collaborate with internal teams to deliver an exceptional client experience.

The role focuses on reviewing accounts, updating plans, and driving revenue while maintaining a credible renewal and upsell pipeline in a hybrid work environment.

Qualifications

• Experience in managing SME client portfolios with a consultative approach to build long-term relationships.
• Proven ability in client retention, renewals, and identifying cross-sell and upsell opportunities.
• Skilled in leading service review meetings, documenting actions, and ensuring follow-through across internal teams.
• Understanding of revenue, gross profit, account profitability, service usage, and contracted consumption.
• Experienced in CRM management, sales forecasting, and maintaining accurate client records.

Responsibilities

• Developing and maintaining a thorough understanding of the Advania portfolio, sales processes, and relevant internal teams.
• Managing an assigned client portfolio and cultivating effective relationships with key stakeholders.
• Regularly reviewing client accounts and updating account plans that outline objectives, risks, and development opportunities.
• Conducting service reviews at agreed intervals, documenting actions, and ensuring follow-up on required tasks.
• Addressing client enquiries and concerns proactively, working closely with Service Delivery and relevant teams to resolve issues.
• Ensuring that all client-related information, including contacts and meeting activities, is accurately recorded in the CRM system.
• Monitoring progress towards agreed revenue, gross profit, retention, and growth targets, while maintaining a credible pipeline for renewals and upsell opportunities.

Skills

Relationship building

CRM management

Sales forecasting

Communication skills

Analytical skills

Organisational skills

Tools

CRM system

Job description

Position Overview

We are looking for a Client Manager to join our team in Milton Keynes.

Position Overview

We are looking for a Client Manager to join our team in Milton Keynes.

In this role, you will have the opportunity to grow and retain a portfolio of clients through building strong relationships, understanding their needs, and working with a range of internal colleagues to deliver an exceptional client experience.

Salary & Benefits

The budgeted salary for this role is between £30,000 to £35,000 a year, depending on experience. A commission scheme will be in addition (OTE up to £80,000 a year).

Hybrid working

We recognise the benefits that remote and flexible working brings.

We operate a hybrid working policy that allows our employees to balance time in the office and time from home. Each team within our organisation can decide how to implement this policy.

Responsibilities

• Developing and maintaining a thorough understanding of the Advania portfolio, sales processes, and relevant internal teams.
• Managing an assigned client portfolio and cultivating effective relationships with key stakeholders.
• Regularly reviewing client accounts and updating account plans that outline objectives, risks, and development opportunities.
• Conducting service reviews at agreed intervals, documenting actions, and ensuring follow-up on required tasks.
• Addressing client enquiries and concerns proactively, working closely with Service Delivery and relevant teams to resolve issues.
• Ensuring that all client-related information, including contacts and meeting activities, is accurately recorded in the CRM system.
• Monitoring progress towards agreed revenue, gross profit, retention, and growth targets, while maintaining a credible pipeline for renewals and upsell opportunities.

What Success Looks Like

• Develop a comprehensive understanding of the Advania portfolio, sales processes, service standards, CRM requirements, and relevant internal teams.
• Take ownership of the assigned client portfolio and build effective relationships with key stakeholders.
• Review each account and create or update plans covering client objectives, stakeholders, risks, renewal dates, and development opportunities.
• Establish a service review cadence, producing accurate notes, actions, owners, and timescales, ensuring follow-through.
• Proactively manage client enquiries, concerns, and escalations, collaborating effectively with Service Delivery and other teams.
• Maintain complete and accurate client contacts, meeting activity, account information, and sales opportunities in the CRM system.
• Track progress against revenue, gross profit, retention, and account growth expectations, ensuring a credible pipeline of renewal and development opportunities.

Qualifications & Experience

The right candidate for this role will have:

• Experience in managing SME client portfolios with a consultative approach to build long-term relationships.
• Proven ability in client retention, renewals, and identifying cross-sell and upsell opportunities.
• Skilled in leading service review meetings, documenting actions, and ensuring follow-through across internal teams.
• Understanding of revenue, gross profit, account profitability, service usage, and contracted consumption.
• Experienced in CRM management, sales forecasting, and maintaining accurate client records.
• Ability to comprehend client needs and collaborate with Pre-Sales and specialist teams to devise suitable solutions.
• Excellent organisational, analytical, and communication skills, with the ability to manage changing priorities.
• Committed to learning about managed IT, cybersecurity, AI, and the Microsoft ecosystem.

About Us

We are the tech company with people at heart.

At Advania, we believe in empowering people to create sustainable value through the clever use of technology. As one of Microsoft's leading partners in the UK, specialising in Azure, Security, Dynamics 365, and Microsoft 365, we have a proven track record of success in delivering transformational IT services.

Our Selection Process

We are committed to ensuring an equitable experience for all candidates, regardless of race, religion or belief, ethnic or national origin, disability, age, citizenship, marital, domestic or civil partnership status, sexual orientation, gender identity, or any other basis as protected by applicable law.

Please do let us know if you’ll need any reasonable adjustments as part of the selection process by highlighting these on your application form.

As part of our commitment to our clients we will need to carry out background checks, including a criminal record check, for all offers of employment. If you have any unspent criminal convictions or questions about the screening process, please notify your recruiter once the application has been submitted.

We are the tech company with people at heart.

Tech is created for people. Our services impact every part of life. We are passionate about understanding your issues, your business, your needs. Our business is built around understanding people, and our employees are empowered to act on this understanding every day.