Relationship Manager Job Description
The Relationship Manager is the face of the company. They interact with existing and potential customers, as well as employees. They address customer needs, policy changes, and concerns. They make sure all employees are well informed and up to date on company policies and news. They take part in sales presentations, and they help train new representatives.
Relationship Manager Responsibilities
- Create, manage, and maintain a database of current and potential clients
- Contact and interview potential clients to assess needs and determine available funding options
- Meet with prospective clients to discuss financing options, product details, and facility requirements
- Coordinate with internal departments and outside contractors to ensure client satisfaction
- Maintain and update SOW and pre construction documents, and monitor contract obligations with a goal of building relationships with reliable contractors and vendors
- Create and oversee marketing strategies and campaigns, track marketing and financial metrics, and ensure all marketing is in compliance with all laws and regulations
- Maintain and update SOW and pre construction documents, and monitor contract obligations with a goal of building relationships with reliable contractors and vendors
- Oversee and motivate a team to deliver quality services, achieve customer satisfaction, and exceed expectations
- Conduct budget reviews and report cost plans to upper management
- Develop risk management plans to address potential risks to projects
Objectives
- Research and identify new clientele and build strong, current client relationships
- Block out time for client meetings
- Develop and maintain strong relationships with existing clients, supporting client needs and concerns
- Work with internal team members to purchase products, materials, and services from suppliers
- Support internal team members with all forms of communication
- Propose and acquire new investment opportunities on behalf of the company
- Create and manage company brochures and proposals
- Work with internal team members to assist with event coordination and ensure all events are organized and executed
- Create and maintain a social media presence
- Maintain and update the company’s website to include new information
- Provide administrative and clerical support
Relationship Manager Skills Needed
- Proven sales experience (2+ years)
- Proven experience in a sales management role
- Proven ability to quickly build rapport with new and existing clients
- Proven ability to establish strong connections within an organization
- Strong sales acumen