What are the responsibilities and job description for the Relationship Manager position at i3 Verticals?
JOB TITLE: Relationship Manager
DEPARTMENT: Enterprise Solutions
REPORTS TO: Sr. Director of Sales Operations & Engineering
SUPERVISORY RESPONSIBILITIES: No
JOB LOCATION: Remote
TRAVEL: Up to 25%
SUMMARY OF POSITION:
A Relationship Manager, also known as a Client Relationship Manager, plays a crucial role in forming and maintaining connections with business clients. Here are the key duties and qualifications for this role. A successful Relationship Manager combines interpersonal skills with business acumen to create individual client success plans to accomplish lasting client connections and drive sales growth.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Building Relationships: Relationship Managers build and improve relationships with clients, key suppliers, and partners. They provide personalized advice, build rapport, and respond promptly to client inquiries.
- Client Engagement: The success of this role will measured by improved engagement between i3V and the client through KPIs such as:
- Increased involvement in i3V and/or Hyland educations sessions,
- Upgrades or growth of current subscriptions,
- Mapping and expanding key contacts within the Customer organization,
- Development of client success plans, and
- Pipeline generation of new sales opportunities within customer base or through referrals, etc.
- Client Satisfaction: They review company practices to ensure clients receive maximum satisfaction from their purchases.
- Opportunity Identification: Relationship Managers identify potential opportunities and inform the sales team to follow up.
- Product Education: Educating clients about the company’s products, services, and special offers is an essential part of their role.
- Issue Resolution: They attend to client complaints and issues to facilitate prompt resolution of issues.
- Improving Satisfaction: Conducting customer satisfaction surveys and other inquiries to create a baseline for recommending methods to enhance client satisfaction and engagement.
- Collaboration: Working with internal departments to ensure the company meets clients’ expectations.
- Salesforce.Com CRM System Usage : Active input of timely and accurate information into the Salesforce customer relationship management system.
MINIMUM QUALIFICATIONS (EDUCATION AND EXPERIENCE):
- Communication Skills: Excellent communication skills are crucial for building relationships and addressing client inquiries.
- Problem-Solving: Relationship Managers need to be adept at resolving client issues effectively.
- Collaboration: Working closely with sales and marketing teams to boost profitability and customer satisfaction.
- Analytical Skills: Analyzing communication strategies, negotiations, and contracts to identify trends for organizational improvement.
PREFERRED QUALIFICATIONS (EDUCATION AND EXPERIENCE):
- At least three years work experience in a role that requires sales, business development, product support or relationship management skills.
