Relationship Manager – Midlands – £35k+

Business Money Promotions Ltd; West Midlands; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in the West Midlands is seeking an experienced Account Manager to develop and maintain relationships with SME clients. The ideal candidate has a strong background in corporate finance, particularly in invoice finance. Responsibilities include managing client portfolios, maximizing income, and ensuring excellent service delivery. The role requires strong communication skills and a proactive, team-oriented approach. Competitive salary and benefits are offered.

Qualifications

• Proven ability in managing client relationships and strategic account development.
• Evidence of income generation through client relationships.
• Corporate Finance experience preferred, especially in invoice finance or related industry.
• Excellent written and verbal communication skills.
• Self-motivated and proactive approach.

Responsibilities

• Act as the key relationship contact for a portfolio of clients.
• Develop and coordinate Key Account Plans for clients.
• Maximise income from clients through sales and promotions.
• Ensure strong commercial performance of client contracts.
• Negotiate service agreements and sales of services/products.
• Regularly visit clients to discuss relevant matters.
• Provide insight into customer concerns across the business.
• Maintain accurate records in internal systems.

Skills

Managing client relationships

Income generation

Corporate Finance experience

Good communication skills

Problem ownership

Team player

Self-motivated

Committed to self-development

Job description

Our client is one of the leading providers of cashflow finance within the UK, with multiple operational regional offices.

To develop and maintain key relationships with a portfolio of customers, building and delivering on strategic account development plans through a deep knowledge of our customer’s needs. To have a passion for delivering excellent results for our customers. You will have a curious mind, prepared to work with some complex customer organisations where it can take time and effort to establish who the key decision makers really are. To work with colleagues across the team and will need to be comfortable operating in an IT systems-based environment to build up a sound knowledge of our products and services.

Main function

• Be the key relationship contact point for a nominated portfolio of clients at various stages of their life cycle
• Develop, maintain and coordinate the delivery of Key Account Plans for customers in the portfolio which identify the key objectives, motivations and needs of our customers and their key stakeholders
• Maximise income from a nominated portfolio of clients through various methods including cross-sales, licence sales, promotion of professional services and other initiatives
• Responsibility for ensuring strong commercial performance of client contracts within the portfolio. Safeguarding revenue and profitability at all times. This includes addressing commercial disputes or billing issues in a proactive manner
• Negotiate commercial matters with a nominated portfolio of clients including annual service level agreements and the sale of services and products
• Regularly visit a nominated portfolio of clients to discuss commercial and strategic matters relevant to their relationship and act as an escalation point on operational matters
• Provide a voice of the customer ensuring all parts of our business are aware of our customers concerns and needs and that the impact we have on them is clearly articulated
• Provide a point of escalation for the customer on all matters of product or service delivery, liaising with relevant internal stakeholders to deliver effective and robust responses that align with the strategic value of the customer
• Maintain accurate records on internal systems including CRM and marketing databases, time recording and billing systems. This includes ensuring all client and opportunity related data is accurate and up to date at all times

As an outgoing, team player who will add value and contribution from an early stage, you will be responsible for actively managing diverse portfolio of SME businesses across multiple industry sectors whilst delivering an exceptional level of client service (both active and new) and adopting effective and diligent risk awareness throughout.

Strong communication skills and a positive can-do attitude are a must for this exciting but demanding position.

Required skills & competencies

• Proven ability in managing client relationships and strategic account development
• Evidence of income generation through client relationships
• Corporate Finance experience with a preference for knowledge of invoice finance or a related industry
• Good communicator, both written and verbal
• Takes ownership of problems and uses own initiative
• Team player
• Self-motivated and pro‑active
• Committed to self‑development

If you are interested in this position or know of someone that is, get in touch today by sending your CV/details to [e-mail] or calling 07488 253195.

Not quite what you’re looking for? We have multiple Commercial Finance vacancies across different locations that we are currently working on. If you are looking for a new role or just want to see what’s out there – get in touch today for a quick, confidential chat.