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Assistant Manager-Client Success

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Sales & Business Development
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184612 Requisition #
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1. CLIENT RELATIONSHIP MANAGEMENT
  • To assume responsibility for the entire relationship with a customer, from the point that it is handed over from the sales team
  • Work towards bedding in the account to ensure that all services are delivered that were originally agreed within the scope
  • Delivery, and management for collaborative and full serve clients (local / global support)
  • Proactively address any day to day issues that are escalated from the customer or the sales team and see through to resolution.  Escalate where necessary to the Head of Client Success

2. ACCOUNT  MANAGEMENT
  • Produce benchmarking reports / account review decks to provide the customer with analysis of their activity.  Utilise this to identify and progress any opportunities to deliver further services or ad-hoc projects
  • Develop new program plans for clients for driving greater ROI from their current programs
  • Proactively work towards securing the customer renewing their contract
  • Ascertain the potential for future ‘cross selling’ opportunities in order to deliver the entire breadth of services available
  • Ongoing account management on a timely and proactive manner, which will include regular telephone contact, physical visits to the customer premises on an agreed timescale

3. SALES SUPPORT
  • When requested by the sales teams, attend meetings with potential new customers to assist in the pre-sales process
  • Prepare necessary materials and demonstration equipment to be used within the customer meetings
  • Assist in development of case studies and marketing collaterals for Consumer services

Experience/ Skill/ Qualification
  • Relevant Experience of 5-9 years
  • Understanding of Banking / Lending fundamentals essential
  • Working knowledge of HTML preferred
  • Understanding of Banking / Lending fundamentals
  • Knowledge of Consumer Marketing
  • Good understanding and knowledge of all applicable rules and regulations

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