year-end-tax-planning-strategies-for-business-owners
Read More >
why-management-accounts-matter-more-than-annual-accounts
Read More >
ledgerbridge8
Read More >

Client Relationship Manager

Job Summary

We are seeking a proactive and customer-focused Client Relationship Manager to become the primary point of contact for our clients. You will manage the client journey from initial enquiry through onboarding and ongoing relationship management while supporting business development activities and ensuring an exceptional client experience.

Key Responsibilities

  • Build and maintain long-term client relationships
  • Act as the first point of contact for client enquiries
  • Conduct regular client check-ins
  • Coordinate new client onboarding
  • Prepare proposals and engagement documentation
  • Follow up new enquiries and warm leads
  • Schedule discovery meetings
  • Manage and maintain CRM records
  • Identify opportunities to introduce additional services
  • Request client testimonials and referrals
  • Coordinate meetings and communications
  • Produce client and business development reports

Skills & Experience

Essential

  • Excellent communication and interpersonal skills
  • Strong customer service experience
  • Excellent organisational skills
  • Professional telephone manner
  • Self-motivated with the ability to work independently
  • Strong attention to detail
  • Good Microsoft Office skills

Preferred

  • Previous CRM experience
  • Sales support or account management experience
  • Experience within professional services
  • Marketing experience
  • Knowledge of accounting or financial services

Location: Primarily remote, with travel required at least twice a month to our office in Central London.

Benefits

  • Fully remote working
  • Flexible working arrangements
  • Career progression opportunities
  • Professional development and training
  • Performance-related bonus opportunities
  • Modern digital workplace
  • Supportive and collaborative team

Application Form

Please complete the form below to apply for this position. Make sure to fill in all required fields marked with an asterisk (*) and upload your current CV. We look forward to reviewing your application.





Employment Type
Full-Time
Job Location
Remote (UK)