Client Relationship Manager, Office Based

Client Relationship Manager, Office Based with Travel, Wigan, Greater Manchester

Client Relationship Manager required to work for a fast growing and exciting company based in Wigan, Greater Manchester. They work with both private clients and the public sector to locate missing Next of Kin and beneficiaries to an estate. They are now one of the country’s largest genealogists/heir hunter firms and due to substantial organic growth, are looking to recruit a Data Analyst.

Role summary

The Client Relationship Manager (CRM) is a new role due to company growth.

As the CRM you will work alongside our Business Development Team and engage with new, current, and long-term clients to build solid working relationships.

You will serve as the main point of contact to ensure our clients are satisfied with our services and will work collaboratively with the Private Client Department.

The CRM must be knowledgeable about all Estate Research Private Client services, highly organised, have an eye for detail & be able to confidentiality & professionally communicate with heads of department/decision makers.

Day to day tasks:

• Managing the relationships of approximately 200 – 300 firms of solicitors; this will involve maintaining regular contact with the overall goal of raising the volumes of enquiries received by an average of 20% year on year.
  
  
• You must build, maintain, and strengthen the company’s relationship with yours clients
  
  
• You must ensure our clients are aware of what services are available to them, and should we introduce new services, or make improvements to our existing services that our clients are suitably informed.
  
  
• It is an expressed expectation that there should be no longer than 12 weeks between contact with your clients
  
  
• You will assist the Business Development Team to identify new business within and outside of your caseload by ensuring you keep yourself aware and informed of new developments, new businesses, or changes within the industry. This could be achieved through, but not limited to, ensuring you are enrolled to receive the relevant industry newsletters
  
  
• All activity must be logged on Salesforce for reporting purposes and the data be maintained to ensure it is the most up to date and current data possible
  
  
• You will attend meetings with the Business Development Team and Head of Private Client to discuss progress, assess the current position, and be part of the business development strategic planning.
  
  
• All strategic planning will be documented and be part on your ongoing KPIs
  
  
• You must learn and understand the needs of our clients
  
  
• You must be able to build respectful, meaningful & professional relationships within the Private Client department to ensure they understand your role and are then equip to best support you should you have to resolve issues or challenges.
  
  
• You will work with the Account Managers, Lead Generators, Data Managers on a daily basis to ensure you are delivering an excellent service at all times.
  
  
• Complete satisfaction surveys, collate data and report on data obtained, additionally providing advice on solutions where possible.
  
  Other:
  
  
• Travel is a necessary part of this role
  
  
• We will look to develop you to be able to give talks to clients, online, in-person and at conferences.
  
  
• To undertake any other duties as and when required including adhoc jobs for the MD, Heads of Department or HR
  
  
• Observe and comply with our company policies & procedures always.
  
  The ideal candidate will have/be:
  
  
• Proven experience in a similar role
  
  
• Strong negotiation skills – ability to negotiate confidently & professionally
  
  
• Team building & collaborative working skills – able to work with others to develop a strategic solution to issues/challenges. Able to build respectful, meaningful & professional relationships with clients & colleagues.
  
  
• Effective communication and presentation skills, with the ability to explain complex concepts to non-technical stakeholders.
  
  
• Attention to detail and ability to manage multiple projects simultaneously.
  
  
• Genealogy experience and/or experience working with the legal profession is desirable though not essential
  
  
• Experience using CRM systems or business intelligence tools and Salesforce
  
  This is a great opportunity and salary is dependent upon experience. Apply now for more details