Relationship Manager

isolved • Charlotte, NC

23h

About The Position

The Relationship Manager is responsible for building and maintaining relationships with isolved's client base while driving adoption of core HCM solutions. This role serves as a trusted advisor, identifying client needs and providing technology solutions that enhance workforce management. By leveraging a consultative approach, the Relationship Manager ensures client satisfaction while contributing to company revenue growth. Additionally, the Relationship Manager collaborates with internal teams to introduce talent solutions that support workforce development and retention strategies.

Requirements

• A high school diploma or equivalent is required; a bachelor's degree in business, human resources, finance, or a related field is preferred.
• At least 3-5 years of experience in sales, account management, or client services, preferably within HCM technology, financial services, or a related industry.
• Proven ability to consult with clients, identify needs, and effectively sell solutions that drive business value.
• Strong understanding of industry-specific concepts, regulations, and best practices relevant to the role.
• Excellent written and verbal communication skills with the ability to engage clients and simplify complex topics.
• Demonstrated success in building and maintaining client relationships while identifying upsell and cross-sell opportunities.
• Experience working with CRM systems and sales enablement tools.
• Ability to work independently while collaborating effectively with internal teams to ensure client success.
• Results-driven mindset with a passion for delivering an outstanding customer experience.
• Adaptability to a fast-paced, evolving sales environment with a commitment to continuous learning and improvement.

Responsibilities

• Develop a comprehensive understanding of isolved's core HCM solutions and how they benefit clients.
• Assess, clarify, and validate client needs through ongoing relationship management and strategic conversations.
• Provide consultative guidance on HCM best practices, talent management, and technology adoption to enhance client efficiency.
• Communicate the benefits of isolved's core solutions in an engaging and accessible manner.
• Identify and drive upsell opportunities, including talent solutions, while maintaining strong client relationships.
• Collaborate with internal support and operations teams to ensure a seamless client experience.
• Meet and exceed performance metrics related to client engagement, sales activity, and revenue targets.
• Refer clients to appropriate teams for additional solutions such as HR Services, Talent Services, and 401(k) offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level