Client Success Manager
About the job:
Client Success Manager
Reporting to: Corporate Distribution Manager
Charles Cameron are a leading London\-based specialist mortgage brokers and employee benefit supplier. We are looking for a hard\-working and detail\-orientated individual with proven relationship\-building experience to join our Corporate Accounts Team.
Charles Cameron \& Associates work alongside HR departments in many global corporations including banks, tech giants and law firms, to offer a dedicated mortgage education and advice service to all their employees and we are now the chosen provider for 1\.3k companies and look after 1\.8m employees.
Due to the rising importance of financial well\-being provision in the current economic climate, we are rapidly and consistently expanding the number of partners that we support. Each of our Client Success Managers look after around 150 of our Corporate Partners.
You will look after a selection of our Corporate Partners and your responsibilities will include:
- Developing positive relationships with new partner firms and host demonstration meetings to pitch our services.
- Maintaining existing relationships to increase employee engagement and raise awareness of the benefit
- Monitor and report on engagement levels, business arranged and client feedback for each corporate account and regularly feedback this analysis to both the internal team, flagging any issues, and to the corporate partner HR team.
- Proposing bespoke promotion plans and employee initiatives on an ongoing basis, throughout the year.
- Co\-ordinate and host regular meetings with individual account HR stakeholders to share engagement insights and gain an understanding of how to most efficiently tailor our services to suit their employee base and well\-being strategy.
- Prioritising tasks so responses to HR are both swift and professional
- Organising webinars as/when needed \- including handling bookings and updating Corporate Partners on engagement to ensure promotion is maximised
- Keeping updated on market news, trends, government legislation and rates to aid the Marketing team in the content creation process for webinars and podcasts
- Attending Provider Benefit Fairs on\-site in clients' offices throughout the year (this can involve travelling though no more than 2 per month would be expected if out of London)
- Highly organised
- Have a mature and professional demeanour
- A team player
- Approachable and highly articulate
- Hard\-working, with a flexible approach
- Dynamic and a self\-starter
- Previous experience in an account management or customer relationship role essential
- *Previous experience either as an account manager with proven track record of increasing engagement, or experience being part of an HR \& Wellbeing team is ideal*
- No previous financial services experience is required though this would be an advantage
Hybrid working (currently 3 days in the office SE1\).
Competitive Salary of up to £45,000 basic
Plus discretionary bonus of up to £4,000 p.a. (Total £49k),
Depending on experience.
Does this sound like you? Are you ready for a rewarding and challenging new role in a growing and dynamic company? If you think your skill set matches our requirements and you would like to join a rapidly expanding, thriving and fun company, we would love to hear from you.
Pay: £40,000\.00\-£45,000\.00 per year
Work Location: Hybrid remote in Southwark SE1 8EN
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