Client Relationship Management Jobs

The accountancy profession is undergoing a significant shift towards automation to improve efficiency and despite this, it's an excellent time for Client Relationship Management Jobs.

Client Relationship Managers combine an innate understands of the newer ways of management accounting and then demonstrate customer service excellence to articulate key actions to ensure clients are primed to stay ahead of mandatory tax management changes.

They work with clients/accounts to ensure they are getting the most out of the company’s products and services, and to persuade clients to continue to do business with the organisation.

Whether in practice or industry, many companies are seeking skilled relationship managers with relevant people influencing skills to take the organisation to the next level of advisory services.

Role requirements in Client Relationship Management Jobs

The skills called upon in the Client Relationship Management role combine accounting knowledge with a softer consultative approach to impart expertise and a deep understanding on matters such as Making Tax Digital.

  • Plan and prioritise personal sales activities and customer/prospect contact
  • Conducting business reviews to ensure clients are satisfied with their products and services.
  • Attending meetings with clients to build relationships with existing accounts.
  • Liaising with internal departments to ensure client needs are fulfilled effectively.
  • Managing personal time and productivity, plan and manage personal business portfolio/territory/business according to an agreed market development strategy
  • Informing customers about other products/services that the company has to offer.
  • Manage product/service mix, pricing and margins according to agreed aims.
  • Attending meetings with clients to build relationships with existing accounts.
  • Escalating and resolving areas of concern as raised by clients.
  • Monitoring company performance against service level agreements and identifying any potential issues.
  • Passing leads to the sales team and following up on progress.

Skills needed for Client Relationship Management jobs as trusted advisors

With increased reliance on cloud-based software packages, Client Relationship Managers have to become trusted advisors and to do so requires time invested in keeping up to date on changes in the Digitalisation of Accounts.

Being knowledgeable in general IT and accounting software especially when it is likely your client will know how to use it too is fundamental.

Salaries for Client Relationship Managers

Competitive client relationship manager salaries typically start from £30,000 per annum and provide opportunities for future development.

Contact the Accountancy Division Team

Contact the Accountancy Division Team

Email the Accountancy Division at accountancy@stafffinders.co.uk.

Candidates can submit a CV online using our Register online service.

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Our job listing highlights some of the excellent accountancy and finance management roles currently available in the sector. Positions are available with organisations across Scotland. 

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