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Executive Customer Relationship Manager Permanent Position!!!! - JO/1192

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Executive Customer Relationship Manager is required to work in a permanent position for a leading FinTech organization based in Surrey.
Why Work for this leading Financial Software Solutions company?
You will be joining one of the UK’s fastest growing SaaS companies. Your future team will include industry experts, working with some of the best technology available. Our client provide business management systems to financial advisers and wealth managers in the UK.

Our client is innovative, they understand the adviser’s business, and are relentless in delivering clever technology that makes the financial adviser’s life easier, so reducing costs and increasing business opportunities.

With financial strength of £14 million turnover, year on year growth and a friendly team – it’s a great place to grow your career!

Responsibilities include:
Upselling additional modules and services within your customers
Be an ambassador for the client’s business, ensuring that we continue to be seen in a positive light within our ever-expanding marketplace
To assist the Directors in client presentations when required
Ensure appropriate governance model is applied to customers
Maintain a clear and auditable trail of contact within the client’s CRM
Key Responsibilities
To manage and maintain customer (as identified by the business) through regular face to face and telephone contact to maximise client retention, adoption and achieve overall net growth
Provide regular updates to your line manager on account developments
Maintenance of customer records in CRM
Produce documentation to the highest standards for external and internal clients
To keep up to date with functional knowledge of Intelligent Office
To achieve annual targets
Maintain and develop plans with customers
Ensure all escalation are clear
Identify risk areas within your customers.
Perform Customer reviews in line with agreed contact strategy for the account
Ensure all elements of the client’s relationship are managed to the highest standard, this includes but not limited to, liaison with Support, Product, Development, Training, Finance and Customer Success
Knowledge Required
Essential experience of working within a recurring revenue environment
Preferred: Experience within a previous account management or business development role
Preferred: 5 yrs experience working within the Financial Services sector
Preferred: Understands the economic, regulatory and political factors that may potentially impact upon our client’s success
Preferred: Project management experience

Please note your CV will not be submitted for this or any other role without your prior approval.
SQ Computer Personnel Limited acts as both an Employment Agency and Employment Business.
Connor O'Shea
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Haybrook IT Resourcing Ltd acts as an employment agency and an employment business. 

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