Dobson welch
Client Relationship Manager
Job Description
Type: Permanent
Salary: £35,000 – £40,000 Per Annum (Plus Performance Bonus and Employee Benefits)
Our client a reputable and very successful Commercial Finance company in Cardiff are looking to hire a Client Relationship Manager to join their growing Commercial Finance division. The company are a broker and are offering a wide range of finance solutions including personal and car loans, secured loans, personal and commercial mortgages, buy-to-let and portfolio mortgages, business loans, asset finance and other business-related funding options. The products and scenarios continue to grow as the company expands to deliver the best finance solutions to businesses across the UK.
This is an office based role in their Cardiff office the role of Client Relationship Manager is about being high energy and a champion for building a team that enjoys working in a highly reactive, customer-focused environment. This leadership role is pivotal in driving our customer success team to deliver an unrivalled customer experience. A key focus will be maximising conversion of new enquiries that are generated across the business into qualified telephone appointments both internally and with our panel of partners. This role is perfect for a results-driven individual with a strong background in sales, growing a team, and with a passion for delivering exceptional customer service.
Duties and responsibilities will include:
- Leading by example drive the customer success team to achieve agreed KPIs and contribute to the overall success of the business
- Play a vital role in maximising conversion of enquiries that come into the business
- Proactive in looking for revenue growth opportunities by up-selling and cross-selling
- Prepare monthly team performance reports for Directors and senior management
- Help establish & manage the Company CRM & telephony systems to monitor and maximise team performance
- Provide proactive leadership within the office, making key decisions swiftly to maintain exceptional customer service
- Act as the primary contact for internal departments and external partners, facilitating effective communication and collaboration
- Recruit, train and manage performance of people in the team
- Develop a deep understanding of our products and services
- Effectively communicate and champion the value of our range of finance services products and services to individual customer requirements
- Work closely with our internal broker teams and external partners to ensure customer needs are met, ensuring an excellent customer experience
This is a fantastic opportunity for a high energy individual with a background in financial services and a passion for sales and delivering outstanding customer service, this is the first of this type of role to be recruited into the team with an opportunity for this function to grow so will offer career progression and development for the right person.