Relationship Manager Job Description: Top Duties and Qualifications

A Relationship Manager, or Client Relationship Manager, is responsible for forming and maintaining connections with business clients to drive sales. Their duties include meeting with clients in-person to discuss new products or services, resolving client issues with their employer’s products or services to preserve relationships and communicating with other departments about maximizing client experiences.

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Relationship Manager Duties and Responsibilities

Relationship Managers build and maintain relationships with clients and partners. They give clients personalized advice, build rapport and provide quick responses to their inquiries. Relationship Managers analyze the company’s communication strategy, negotiations and contracts to identify trends that can improve organizational procedures. 

Here are examples of Relationship Manager duties:

  • Build and improve relationships with customers, key suppliers and partners.
  • Review company practices to ensure clients get maximum satisfaction from their purchases.
  • Identify potential opportunities and inform the sales team to follow up.
  • Educate and inform clients about the company’s products, services and special offers.
  • Attend to client complaints and resolve issues promptly.
  • Conduct customer satisfaction surveys and recommend ways of improving client satisfaction.
  • Work with internal departments to ensure company meets clients’ expectations.
  • Oversee customer relationship management system.

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Relationship Manager Job Description Examples

 

Example 1

YOU ARE Brilliant!

Join us! We are #1 in San Mateo County for homes sold and are Growing!

Our mission is to build abundant beautiful lives . . . through real estate. We are looking for new team members who align with this mission and would like expansive earning and career growth opportunities working into a very healthy work-life balance (getting off the proverbial hamster wheel).

The team receives a high volume of leads. A successful Real Estate Customer Relationship Manager takes ownership of leads and is inclined to caring for people with real estate needs. This enthusiastic, internally motivated person is responsible for capturing, nurturing and converting leads into appointments set for the team’s Listing and Buyer Agents. We train and coach you!

If you don't have Real Estate experience, we still welcome you to apply, especially those from within the Hospitality Industry (such as waiters/waitresses, bartenders, host/hostesses) and anyone with a strong customer service orientation.

For more information go to [website]

Benefits:

  • After a typical ramp up period producing at minimum performance standard annual income will be $100k-$300k
  • HRA (Health Reimbursement Arrangement) $5,000 Single, $10,000 Family

  • 3 weeks paid vacation accrual beginning after 90 days employment

  • Paid holidays per schedule

    Qualifications:

  • Current California Real Estate Salesperson’s License or willingness to get licensed (must agree to start licensing process right away)
  • B/A or B/S in Sales, Marketing or Communications is a plus!
  • Friendly, outgoing personality, strong phone voice
  • Business professional dress, groom and appearance

    Responsibilities:

  • Able to communicate effectively with peers, superiors, and clients, in both written and verbal form
  • Create a sense of comfort and familiarity through a strong ability to build rapport
  • Actively prospect for new leads by calling expired listings, for sale by owners, and circle prospecting)
  • Host weekend or evening open houses
  • Build relationships and set appointments

    Hours:
    Varying shifts 7 days per week, for example rotating Saturday shifts in place of a weekday’s shift and/or a Sunday afternoon open house shift in place of a weekday afternoon.

    Job Types: Full-time, Part-time

    Pay: $60,000.00 - $400,000.00 per year

    Application Question(s):
  • You will work from the Half Moon Bay office 8:30 a.m. - 5:30 p.m. Do you understand that this position is in-office and not remote?

    Education:
  • High school or equivalent (Required)

    Experience:
  • Customer service: 1 year (Preferred)

    Work Location:
  • One location

    Work Location: One location
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    Example 2

    Job Description:
  • Fully remote /work from home optional *
    Join a growing team of passionate, self-motivated, talented, and creative people with big ideas about the future of software for the investment industry. Backstop is a Chicago based company that makes web-based software applications for the institutional investment community. Over the last few years, we have grown considerably, won several awards, and built a lot of great software. Backstoppers take our customers and our service very seriously, but pride ourselves on not taking ourselves too seriously in the process.
    As a Relationship Management Associate you will oversee the Customer Journey for our Growth Channel clients. Using a tech touch approach to Customer Success, you will monitor the Customer Health dashboard and reach out through email and phone to make sure they are getting the most out of Backstop. The ideal candidate will gain a deep understanding of the clients’ business objectives and challenges and create strategic recommendations. Some travel may apply.
    Core Responsibilities:

  • Monitor customer engagement and conduct client outreach emails and calls.
  • Main point of contact for client escalations and contract negotiations.
  • Grow client satisfaction, software utilization, retention, and referenceability across the Growth Channel.
  • Identify areas for growth within client base and effectively cross sell other Backstop products and services.
  • Coordinate with Client Success to drive client education and usage.
  • Coordinate strategic client visits with other client facing teams.
  • Participate in the annual users’ conference; typically by leading one session.

    Required Experience:

  • 1-3 years of relevant experience
  • Bachelor’s degree
  • Must be creative, tech savvy and have a passion for learning and teaching
  • Outstanding verbal communication skills; very good listening skills
  • Very strong ability to energize others
  • Ability to work independently and in a team environment
  • Effective written communicator

    Bonus Points:

  • Previous experience in account management, customer success, client care or customer support
  • Experience using and understanding a CRM and/or investment workflows
  • Degree in Finance, Accounting, Business, Statistics, or Economics Backstop Solutions Group LLC

    Job Type: Full-time
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    Example 3

    About Mindful Support Services

    We are a mental health organization focused on business-to-business support services for independent therapy and psychiatric private practices. We provide administrative and organizational services to simplify the processes of lead-generation, marketing, billing, and collecting payments from patients and insurers. Our teams support nearly 500 mental health providers, and in turn over 9000 patients per week across 6 locations and virtually via Telehealth.

    We have built the Mindful Therapy Group brand from the ground up with over 10 years of dedication to solving the complex processes of the healthcare landscape in innovative ways, creating a platform geared toward growth, and working to meet our mission of creating improved access to high quality mental healthcare.

    About the Role:

    The Client Relationship Manager is responsible for maintaining a strong provider cohort, retaining contracted providers, training and education of providers. They serve as the primary point of contact for the duration of a provider member’s experience. They will work to build and maintain a working partnership and provide continuity, context and coaching to ensure the provider member is a successful partner. They will become an expert on all relevant aspects of the business relationship and will motivate and encourage providers who are new to owning their own business and to our systems.

    This is a versatile role, so applicants of many backgrounds may have translatable skills. Applicants with experience in hospitality or long-term customer service relationships in particular are encouraged to apply.

    Responsibilities:
  • Serve as the lead point of contact for a cohort of providers.
  • Coordinate all necessary meetings and orientations to ensure a well-informed and successful partnership.

  • Engage in continuous feedback from the organization, team, and provider members to ensure satisfaction and understanding of the business relationship.
  • Accurately and thoroughly manage the CRM to provide timely data.

    Qualifications and Experience:
  • Bachelor’s degree or higher
  • Strong attention to detail and organizational skills; capable of holding clientele to expected timelines
  • Ability to communicate professionally, clearly, and effectively with management, staff, and providers
  • Exceptional interpersonal, customer service, problem-solving and conflict resolution skills.
  • Strong coaching and leadership skills, ability to motivate others.
  • Proficiency with various office technologies, including CRMs and Excel
  • Background check required

    Compensation and Benefits:
  • Excellent Health, Dental & Vision benefits plan
  • 401(k) savings plan with employer matching upon eligibility
  • Paid holidays
  • Competitive PTO package
  • Professional and career development opportunities
  • Compensation evaluated with opportunities for advancement

    Job Type: Full-time

    Pay: $53,000.00 - $60,000.00 per year

    Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
    Schedule:
  • Monday to Friday

    COVID-19 considerations:
    Proof of vaccination required, temperature checks and health screening at the beginning of every shift.

    Ability to commute/relocate:
  • Mountlake Terrace, WA 98043: Reliably commute or planning to relocate before starting work (Preferred)

    Education:
  • Bachelor's (Preferred)

    Experience:
  • Customer relationship management: 1 year (Preferred)
  • Customer service: 3 years Location: One location
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    Example 4

    SPOC Relationship Manager I
    ServiceMac is a new sub-servicing entity backed by some of the leading practitioners of the mortgage servicing industry. ServiceMac is focused on providing superior technology, products, and services for the mortgage and real estate industries backed by highly personalized service and support. Through continuous innovation and acquisition, our offerings comprise of personalized solutions that span the mortgage continuum and enhance security, compliance, customer satisfaction, and profitability.

    The SPOC Relationship Manager will act as the customer facing advocate between the Customer and our Loss Mitigation Group. They will Manage a group of Mortgage loans actively engaged with our Loss Mitigation department with the goal of maximizing the Customer’s successful completion of their workout. The SPOC Relationship Manager will operate according to Company’s Standard Operating Procedures and all Government and Investor regulations, as well as achieve all Customer facing goal/ objectives with a focus on Quality of Service and improving the Customer experience, without causing unwarranted delays to process or defaults.

    Primary Duties/Responsibilities:

  • Perform welcome calls on all newly assigned files.
  • Counsel and motivate delinquent customers through telephone contact to return missing documents or items as needed, using professionalism, tact all while maintaining excellent Customer Service skills.
  • Provide thorough, detailed, and accurate account updates in system of record for each call made.
  • Meet established performance standards such as (Package Completion rates, Meeting ASA requirements, Repayment plan, Trial Plan success, timely completion of Customer follow up on decisions) through Inbound and Outbound telephone contact with Customers.
  • Achieve numeric standards for servicing delinquent accounts without sacrificing quality of service.
  • Obtain thorough knowledge of the Company’s Standard Operating Procedures, Investor loss mitigation options, as well as State and Federal legal requirements (FDCPA & CFPB) regarding collections procedures, bankruptcies, foreclosures, and repossessions while keeping abreast of current requirements and changing legislation.
  • Regularly update SPOC Manager on status of accounts and special situations.
  • Always maintain client / customer focus by taking ownership of all inquiries and proactively following through to resolution.
  • All other duties as assigned or as requested by management.

    Minimum Qualifications:

  • High School Diploma or GED required
  • 1-3 years Collection and/or Loss Mitigation experience
  • Ability to use and/or learn industry related software specific to company and department
  • Knowledge of Black Knight MSP system
  • Knowledge of Consumer Finance Protection Bureau (CFPB) and Fair Debt Collection Practices Act (FDCPA) guidelines preferred
  • Organized and self-motivated with ability to meet strict deadlines
  • Persuasive and professional communication skills
  • Strong Customer Service soft skill abilities
  • Strong verbal and written communication skills and good telephone techniques
  • Demonstrated ability to provide attention to detail and concern for accuracy and consistency in results
  • Ability to work in a team environment, effectively under pressure
  • Ability to adapt to change in a fast-paced environment
  • Ability to work with minimal to moderate supervision in a fast-paced environment
  • A strong numeric aptitude, problem solving and analytical skills
  • Basic computer skills

    Selected candidate must obtain a Mortgage Loan Originator (MLO) license within the first 60 days of employment and maintain licensure throughout employment

    Preferred Qualifications:

  • Bachelor’s Degree preferred

    Competitive Salary AND Benefits TO Include:

  • Medical, Dental and Vision Insurance
  • Company-paid Life Insurance, Vacation and Holiday Pay
  • 401k Retirement Plan Contribution – dollar for dollar match (up to 5%) with immediate vesting

    Disclaimer
    All offers of employment with ServiceMac are contingent upon the candidate having successfully completed a criminal background check, drug screen and credit check. ServiceMac will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and federal law.

    The above provides the general nature and level of work to be performed. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts or working conditions. ServiceMac reserves the rights to change, amend, add or delete any responsibility or requirement.

    ServiceMac is an Affirmative Action and Equal Opportunity Employer.

    ServiceMac extends equal employment opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, military or veteran status, genetic disposition or any other legally protected status.

    Job Type: Type: Full-time
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    What Does a Relationship Manager Do?

    Relationship Managers typically work for corporations across industries to make sure business clients feel valued. They work closely with the sales, marketing and customer service teams to develop new ways to attract clients and reduce client turnover. Their job is to understand their employer’s values and the types of products they offer to best represent their employer during client meetings. They may also be responsible for creating client satisfaction surveys and negotiating payment terms.

    Relationship Manager Skills and Qualifications

    A successful Relationship Manager candidate will have various prerequisite skills and qualifications needed for duties. Candidates require a bachelor’s degree in business administration or a related field to gain employment. The best applicants will have experience in customer relations service, sales or other customer-facing roles. Relationship Managers need excellent communication and presentation skills. 

    Here are examples of Relationship Manager skills:

    • Bachelor in business administration, marketing or a related field
    • Three or more years’ experience in customer service, sales or a related position
    • Excellent verbal and written communication skills
    • Ability to lead and work within a team
    • Excellent conflict resolution and interpersonal skills and ability to build lasting relationships with clients
    • Exceptional organization skills and a strong work ethic

    Relationship Manager Salary Expectations

    A Relationship Manager earns an average salary of $72,019 per year. Earnings can depend on the size of the employer, the industry, geographical location, educational qualification and work experience. 

    Relationship Manager Education and Training Requirements

    Relationship Managers need at least a bachelor’s degree for employment. Some employers require years of work experience in their industry. Candidates with a background in sales or customer relations management may have a higher chance of getting hired. Employers provide on-the-job training to familiarize new Relationship Managers with their customer relationship management system (CRM) and offers. 

    The ideal Relationship Manager candidate will be proficient in CRM tools. This will allow them to analyze client data, identify trends and recommend strategies to improve company practices. They need impeccable communication skills to interact with clients, partners and internal personnel. Relationship Managers will be fast learners because their work involves educating customers about their company’s offers. Presentation skills and proficiency in computer application programs are essential for the success of a Relationship Manager.

    Relationship Manager Experience Requirements 

    Relationship Managers need experience in customer relationships or business relations management. The candidates will be comfortable interacting with customers and helping them solve their problems. They will have knowledge of using customer satisfaction surveys to measure how users feel about their company’s products or services. 

    Experienced Relationship Managers are adept at identifying promising leads. They assist the sales department to create new and repeat business opportunities through client support activities. Candidates will have excellent interpersonal skills and know how to diffuse tense situations. 

    Job Description Samples for Similar Positions 

    Here are job descriptions for Relationship Manager related positions:

    Ready to Hire a Relationship Manager? Build a Relationship Manager Job Description

    Frequently asked questions about Relationship Managers

     

    What is the difference between a Relationship Manager and a Sales Manager?

    The difference between a Relationship Manager and a Sales Manager is their areas of job focus and the employees they oversee. For example, the Sales Manager oversees the daily operations within the sales department, including a team of Sales Representatives. Their main goal as the Sales Manager is to maintain or exceed sales goals to contribute to company revenue. 

    In contrast, Relationship Managers oversee a team of Client Relations Representatives or Client Success Representatives. Their main goal is to develop strategies that allow them to build and maintain positive client relationships. Relationship Managers and Sales Managers can work closely together to develop repeat customer strategies.

     

    What are the daily duties of a Relationship Manager?

    On a typical day, a Relationship Manager starts by checking their email and voicemail to see if they missed any messages from clients or company employees. Throughout the day, Relationship Managers divide their time between cross-department meetings and in-person or phone meetings with company clients. They also use downtime in their office to update client accounts, prepare sales pitches for their company and answer client questions over the phone.

     

    What qualities make a good Relationship Manager?

    A good Relationship Manager has a personable nature and an ability to use persuasive language. In combination with one another, these qualities allow Relationship Managers to connect with clients and persuade them to try out new products or services the company has to offer. They value their employer’s mission, values and product offerings, which translates through their delivery to clients and inspires them to engage with their business. A good Relationship Manager also has an innovative mindset, inspiring them to develop unique ideas for enhancing customer relationships at their company.

     

    Who does a Relationship Manager report to?

    A Relationship Manager usually reports to the Director of Client Services or Director of Client Management. The Director of Client Services oversees a variety of business areas, including sales, marketing, relationship-building and customer service, to ensure that their business meets client needs. Relationship Managers working at Tech companies usually report to the Chief Information Officer (CIO) to determine whether new company software products align with a client’s expectations. In smaller corporations, Relationship Managers can report directly to the Chief Executive Officer (CEO).

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