Relationship Manager

isolved • Charlotte, NC

1d

About The Position

The Relationship Manager builds and maintains relationships with isolved’s clients while driving adoption of core HCM solutions. The role serves as a trusted advisor, identifying client needs and recommending technology solutions that enhance workforce management. Through a consultative approach, the Relationship Manager supports client satisfaction and company revenue growth, and collaborates with internal teams to introduce talent solutions that support workforce development and retention.

The role develops expertise in isolved’s core HCM solutions and applies company policies and procedures to resolve client issues. It handles problems of moderate scope, using judgment within defined procedures and practices, and builds productive internal and external working relationships. The position normally receives general instructions for routine work and detailed instructions for new projects or assignments.

The position may require up to 15% domestic travel. Employees must be legally authorized to work in the United States. It is classified as exempt. The location is listed as “Any.”

Requirements

• High school diploma or equivalent required.
• At least 3–5 years of experience in sales, account management, or client services; experience in HCM technology, financial services, or a related industry is preferred.
• Proven ability to consult with clients, identify needs, and 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, including the ability to engage clients and simplify complex topics.
• Demonstrated success building and maintaining client relationships and identifying upsell and cross-sell opportunities.
• Experience working with CRM systems and sales enablement tools.
• Ability to work independently and collaborate effectively with internal teams to ensure client success.
• Results-driven mindset and commitment to delivering an outstanding customer experience.
• Adaptability to a fast-paced, evolving sales environment and commitment to continuous learning and improvement.
• Employee must be legally authorized to work in the United States.

Nice To Haves

• Bachelor’s degree in business, human resources, finance, or a related field.
• Experience in HCM technology, financial services, or a related industry.

Responsibilities

• Develop a comprehensive understanding of isolved’s core HCM solutions and their benefits to 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 improve 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, including HR Services, Talent Services, and 401(k) offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED