Relationship Manager Jobs

About The Position

Requirements

• At least two years of direct business development and client relationship management experience, ideally in a professional services firm.
• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
• Strong time management skills.
• Strong critical thinking and problem-solving skills.
• Target-focused with a strong desire to win.
• Familiarity with managing CRM systems (HubSpot) and email distribution tools.
• Ability to manage multiple deadlines while remaining detail and quality focused.
• Strong written and verbal communication skills.

Nice To Haves

• Familiarity with Account Management and Sales in a professional services organization.
• Strong acumen for articulating value propositions and communicating differentiating factors.
• First-hand experience in the property management, insurance, construction, restoration, architecture, or engineering fields.
• A formal business development, client relationship, sales, or marketing qualification.

Responsibilities

• Grasp the nature of engineering and architectural professional services and their relation to client needs.
• Develop and gain approval for a customer engagement strategy, including monthly marketing and activities plans, pipeline-add goals, and annual sales goals.
• Perform customer engagement activities such as one-on-one meetings, unannounced visits with promotional materials and refreshments, and planning/conducting promotional events (client learning sessions, dinners, happy hours).
• Develop tailored sales presentations in PowerPoint for specific clients and projects.
• Adhere to the sales qualification process to sell projects and meet sales goals.
• Attend evening/early morning events and out-of-town conferences as needed.
• Interpret client needs and develop simple proposals using existing templates.
• Track and manage customer contacts, interactions, and opportunities in a CRM system.
• Ensure deadlines, sales, and cost targets are met through effective communication and customer management.
• Follow up on and secure signed sales agreements.

Benefits

• Individual development, on-the-job training, and development programs.
• Competitive pay and participation in the company bonus program.
• 100% company paid healthcare, dental and vision insurance.
• 401(k).
• Unlimited time off policy.
• Flexible work environment.