Relationship Manager

isolved • Charlotte, NC

3d

About The Position

The Relationship Manager builds and maintains relationships with isolved clients while driving adoption of core HCM solutions. Serving as a trusted advisor, the role identifies client needs and provides technology solutions that improve workforce management. Through a consultative approach, the Relationship Manager supports client satisfaction and company revenue growth, while collaborating with internal teams to introduce talent solutions that help with workforce development and retention. The role develops professional expertise and applies company policies and procedures to resolve a variety of issues. It addresses problems of moderate scope, exercises judgment within established procedures, and builds productive internal and external working relationships. The role normally receives general instructions for routine work and detailed instructions for new projects or assignments. Up to 15% domestic travel may be required. The employee must be legally authorized to work in the United States.

Requirements

• A high school diploma or equivalent is required.
• At least 3–5 years of experience in sales, account management, or client services; 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 while 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 a commitment to delivering an outstanding customer experience.
• Adaptability to a fast-paced, evolving sales environment and commitment to continuous learning and improvement.
• Legally authorized to work in the United States.
• Ability to sit for prolonged periods while working at a computer and lift up to 15 pounds.

Nice To Haves

• A bachelor's degree in business, human resources, finance, or a related field is preferred.
• Experience in HCM technology, financial services, or a related industry is preferred.

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, such as 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