Customer Relationship Manager

One Mortgage System Ltd (OMS); Horsham; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

One Mortgage System (OMS), a leading CRM platform for mortgage brokers, is seeking a proactive Relationship Manager. This role involves managing client relationships, ensuring satisfaction, and identifying opportunities for growth. The ideal candidate will have experience in account management within the financial services sector and a strong understanding of the UK mortgage industry.

Qualifications

• Proven experience in relationship/account management, ideally within financial services or SaaS.
• Solid understanding of the UK mortgage industry.
• Excellent communication and interpersonal skills.

Responsibilities

• Act as the primary point of contact for existing customers.
• Build strong, long-term relationships to ensure client satisfaction.
• Conduct regular account reviews and provide product updates.

Skills

Communication

Interpersonal skills

Problem-solving

Organizational skills

Education

Experience in relationship/account management

Understanding of the UK mortgage industry

Job description

2 days ago Be among the first 25 applicants

Location:Hybrid (Horsham office 1–2 days per week)

Salary:Competitive, based on experience

Reporting to:Head of Marketing, Partnerships & Sales

About One Mortgage System (OMS):

One Mortgage System (OMS) is a leading CRM & Originations platform designed for mortgage brokers and lenders. We’re passionate about delivering innovative solutions that simplify workflows, enhance productivity, and support our clients’ success. As we continue to grow, we’re seeking a proactive and versatile Project Manager to join our team.

Role Overview:

We are seeking a dynamic and knowledgeableRelationship Managerto join our growing team. You will be responsible for managing and developing relationships with our existing customers, including large accounts. You will be the key contact for high-value clients, ensuring they gain maximum value from the OMS platform and receive exceptional service throughout their journey with us.

Key Responsibilities:

• Act as the primary point of contact for existing customers, including large and strategic accounts.
• Build strong, long-term relationships to ensure client satisfaction, retention, and growth.
• Understand client’s business model, goals, and challenges to proactively identify ways OMS can add value.
• Hold regular training and drop in sessions for clients, ensuring they are utilising their system.
• Conduct regular account reviews and provide product updates and best practice advice.
• Work closely with internal teams (Development, Helpdesk & Support, Sales and Marketing) to deliver a seamless customer experience.
• Identify upsell and cross-sell opportunities within your accounts.
• Handle customer queries, ensuring swift resolution and clear communication.
• Occasionally attend client meetings, industry events, or training sessions across the UK.

Key Requirements:

• Proven experience in relationship/account management, ideally within financial services or SaaS.
• Solid understanding of the UK mortgage industry (brokerages, networks, and/or lenders).
• Excellent communication and interpersonal skills with the ability to influence at all levels.
• Comfortable working in a fast-paced, technology-driven environment.
• Strong problem-solving skills with a proactive and customer-first attitude.
• Ability to manage multiple accounts with strong organisational skills.
• Willingness to travel to the Horsham office 1–2 times per week, and to client sites as required.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  IT Services and IT Consulting

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