Client Relationship Manager — SME Advisory (Coventry)

Insite Finance; Coventry; On-site; GBP 32,000 - 46,000; Full time

Job summary

Insite Finance is seeking a confident Practice Client Manager in Coventry to oversee key client relationships across SME portfolios. This is not a technical accounting role; the focus is client liaison, quarterly meetings and advisory conversations to ensure owners feel properly supported.

You'll be the main point of contact for SME owners, coordinating meetings, following up actions and liaising with colleagues to keep work moving.

Qualifications

• Client-facing experience within accountancy, advisory or professional services.
• Confident speaking with business owners and senior contacts.
• Strong organisation and follow-up skills.
• Commercial awareness and an interest in SMEs.
• Personable, calm and credible communication style.

Responsibilities

• Manage relationships with SME business owners.
• Lead or support quarterly client meetings.
• Act as the day-to-day contact for client queries.
• Follow up actions after meetings.
• Liaise internally to keep work moving.
• Spot clients needing extra support.
• Keep communication clear, organised and professional.

Skills

Client liaison

Relationship management

Organisational skills

Communication

Commercial awareness

SME knowledge

Job description

Insite Finance is seeking a confident Practice Client Manager in Coventry to oversee key client relationships across SME portfolios. This is not a technical accounting role; the focus is client liaison, quarterly meetings and advisory conversations to ensure owners feel properly supported.

You'll be the main point of contact for SME owners, coordinating meetings, following up actions and liaising with colleagues to keep work moving.