Relationship Manager – Financial Services

Jobtailor; Greater London; On-site; GBP 36,000 - 54,000; Full time

Job summary

Jobtailor in the United Kingdom is seeking an account management professional to develop strong client relationships, act as a trusted advisor on Dun & Bradstreet solutions, and maintain revenue through renewals. You will understand client objectives through strategic conversations and proactively grow the customer base across existing and prospect accounts.

You will drive cross-sell and upsell opportunities with Solutions Sales, lead end-to-end negotiation and contracting, manage

Qualifications

• Minimum of two years experience within an account management role.
• Proven success in closing sales, winning clients, managing client relationships with portfolio of accounts and attaining or exceeding annual quotas.
• Ability to rapidly assess client environments from a business process, organizational and technological perspective, and effectively prioritize opportunities for growth.

Responsibilities

• Develop strong, positive client relationships and act as a trusted advisor on Dun & Bradstreet solutions.
• Understand client business objectives and goals through strategic conversations.
• Maintain and grow revenue through successful renewal of existing business.
• Proactively develop the customer base across existing and prospect accounts.
• Expand existing accounts through cross-sell and upsell opportunities in collaboration with Solutions Sales.
• Protect existing accounts through account management, churn identification, and retention strategies.
• Drive negotiation, contracting, and approval processes end to end.
• Manage deals and negotiations involving multiple decision makers, products, or funding sources.
• Develop and maintain an active sales pipeline to meet annual quota objectives.
• Ensure compliance with business initiatives.
• Maintain accurate CRM and sales-tool data for territory, account planning, and forecasting.
• Collaborate with Client Success through business reviews and win-back campaigns to increase retention.

Skills

Account Management

Sales Pipeline Development

Client Relationship Management

CRM Software Proficiency

Sales Methodology Expertise

Tools

Salesforce (SFDC)

Microsoft Office Suite

Job description

• Develop strong, positive client relationships and act as a trusted advisor on Dun & Bradstreet solutions
• Understand client business objectives and goals through strategic conversations
• Maintain and grow revenue through successful renewal of existing business
• Proactively develop the customer base across existing and prospect accounts
• Expand existing accounts through cross-sell and upsell opportunities in collaboration with Solutions Sales
• Protect existing accounts through account management, churn identification, and retention strategies
• Drive negotiation, contracting, and approval processes end to end
• Manage deals and negotiations involving multiple decision makers, products, or funding sources
• Develop and maintain an active sales pipeline to meet annual quota objectives
• Ensure compliance with business initiatives
• Maintain accurate CRM and sales-tool data for territory, account planning, and forecasting
• Collaborate with Client Success through business reviews and win-back campaigns to increase retention

Requirements

• Minimum of two years experience within an account management role
• Proven success in closing sales, winning clients, managing client relationships with portfolio of accounts and attaining or exceeding annual quotas
• Ability to rapidly assess client environments from a business process, organizational and technological perspective, and effectively prioritize opportunities for growth
• Highly articulate with excellent business communication (verbal and written) skills and presentation skills suitable for a global corporate environment
• Possesses excellent industry-leading sales methodology, relevant CRM software (e.g. SFDC) and Microsoft Office Suite skills
• Ownership mindset; problem-solving, curiosity, and initiative
• Proactive collaboration and stakeholder engagement
• Continuous growth mindset and willingness to develop competencies through courses and programs

Core Competencies

Demonstrates expertise in account management, client relationship building, and sales strategy execution, with a strong focus on achieving revenue growth and client retention. Proficient in utilizing CRM tools and sales methodologies to drive successful negotiations and maintain accurate sales data.

Highest-signal resume keywords

• Account Management
• Sales Pipeline Development
• Client Relationship Management
• CRM Software Proficiency
• Sales Methodology Expertise

ATS Optimization Keywords

Hard Skills

• Sales Strategy
• Negotiation
• Contract Management
• Revenue Growth
• Quota Attainment

Soft Skills

• Business Communication
• Problem-Solving
• Proactive Collaboration
• Curiosity
• Initiative

Industry Keywords

• Client Success
• Churn Identification
• Retention Strategies
• Cross-Sell
• Upsell

Tools & Technologies

• CRM Software
• Salesforce (SFDC)
• Microsoft Office Suite