Relationship Manager Job Description

Do you know what a Relationship Manager does? Relationship Managers build new and cultivate existing customer relationships to attract, retain, and grow client accounts.

Scroll down for our free Relationship Manager job ad template!

What is in a Relationship Manager’s job description?

The Relationship Manager sets out to attract new customers and improve relationships with existing customers. An important part of their job is to help increase customer spend by strengthening client relations while offering relevant upselling and cross-selling opportunities.

Essential parts of a Relationship Manager’s job description:

Relationship Managers generally work in one of two fields: business relationship management or client relationship management
Specialisation in one of these two fields is more common in larger firms, whereas in smaller organisations the Relationship Manager tends to take on both roles
They normally work in, or closely with, the Customer Service, Client Success, and/or Sales departments
Relationship Managers are skilful communicators who can easily build new client relations, maintain established relations, and improve even the most strained existing relations

Interview questions available

Also see our Relationship Manager interview questions

Relationship Manager Job Description Example

Be clear in your description. Know the tasks of the role and ideally who the candidate should be.
This means you won’t need to read through too many CVs to find your superstar.
You might be tempted to use bullet points in this section, but resist the urge! Tell a story, show off all the cool things they would be responsible for, and get them excited to apply.
You should be more focused on your company culture and what your mission is, instead of their daily tasks.

About the role

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Do you easily build rapport with people? Do you know how to maintain existing customers as well as attract new ones? Do you master the art of persuasion to successfully convert upsell and cross-sell opportunities? Then read on.

We are currently looking for an experienced Relationship Manager to join {Company_Name} in our {Company_Location} office. Your tasks include cultivating existing customer relationships as well as attracting new customers to our business. Customer retention and growth of our customer base are therefore two of your main objectives in this role.

Skillswise, you have to show impeccable customer service and communication skills. You know how to read the room and adjust your communication accordingly. Despite being a real people person, you will often spend time searching for new clients, which means you have to be comfortable with working on your own as well.

Do you think you have what it takes to become our new Relationship Manager? Then apply now!

Es fällt dir leicht, eine Beziehung zu Menschen aufzubauen? Du weißt, wie man bestehende Kundenbeziehungen effektiv pflegt und neue Kunden gewinnt? Du beherrschst die Kunst der Überzeugung, um Upselling- und Cross-Selling-Möglichkeiten erfolgreich umzusetzen? Dann lies unbedingt weiter!

Wir suchen derzeit einen erfahrenen Relationship Manager (m/w/d) für {Unternehmen_Name} in unserem Büro in {Unternehmensstandort}. Mithilfe deiner ausgeprägten Menschenkenntnis, deinen tadellosen zwischenmenschlichen Fähigkeiten und deinen hervorragenden Kommunikationsfähigkeiten verantwortest du sowohl die Pflege bestehender Kundenbeziehungen als auch die Gewinnung neuer Kunden für unser Unternehmen und leistest einen wichtigen Beitrag zur Kundenbindung und zum Wachstum unseres Kundenstamms. Bewirb dich jetzt und werde ein wichtiger Teil unserer Erfolgsgeschichte!

This section is all about your candidate's experience and responsibilities. You should outline very clearly what they should expect from the job role, not from the company itself.
You should use language that speaks to the candidate directly, use of “you”, “we” and “our” are all positives.
Hard skills in this section are important, but don’t overlook the significance of soft skills, like communication and being a team player, these can make a huge difference to the way people work alongside each other and gel professionally.
What do you believe in, and what are your core values?

Relationship Manager Responsibilities

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Remember these are example responsibilities, not all of these will be relevant to your specific job ad. Please edit the text to match your company’s needs.

• Build, maintain, and improve existing and new relationships with our customers.
• Create new customer relations and sales processes (and improve existing ones) to better cater to the needs of our client base.
• Take on some of our toughest customer accounts and not only convince them to stay on board but make them love our product.
• Identify upselling and cross-selling opportunities and forward these to the sales team where applicable.
• Attend networking events and reach out to potential new customers to constantly try and grow our customer base.
• Be a point of contact for our customers and handle any complaints, questions, or concerns swiftly, professionally, and effectively.
• Gain a deep understanding of our product and become an ambassador for our brand.

Denken Sie daran, dass es sich hier um Beispiele für Aufgaben handelt, die möglicherweise nicht alle für Ihre spezifische Stellenanzeige relevant sind. Bitte passen Sie den Text an die Bedürfnisse Ihres Unternehmens an.

• Du kümmerst dich um Aufbau, Pflege und Verbesserung bestehender und neuer Beziehungen zu unseren Kunden.
• Du schaffst neue Kundenbeziehungen und entwickelst neue / verbesserst bestehende Verkaufsprozesse, um den Bedürfnissen unserer Kunden besser gerecht zu werden.
• Du übernimmst einige unserer schwierigsten Kunden und überzeugst sie nicht nur davon, an Bord zu bleiben, sondern bringst sie dazu, unser Produkt zu lieben.
• Du identifizierst Upselling- und Cross-Selling-Möglichkeiten und leitest diese an das Vertriebsteam weiter.
• Du nimmst an Networking-Veranstaltungen teil und sprichst potenzielle Neukunden an, um unseren Kundenstamm ständig zu erweitern.
• Du bist Ansprechpartner für unsere Kunden und bearbeitest alle Beschwerden, Fragen und Anliegen schnell, professionell und effektiv.
• Du verschaffst dir ein tiefes Verständnis für unser Produkt und wirst zu einem Botschafter für unsere Marke.

This section is essential to finding the candidate with the skills and qualifications that will help them in their job role.
This should be clear and concise and set boundaries for submissions.
The more information you add to your skills section, the less candidates you’ll have to sift through to find the right one.
This would waste both your time and the potential candidate so avoid being wordy as much as possible. Think about what would be an essential part of this role, and what would the applicant need to be successful in the job?

Relationship Manager Requirements

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Remember these are example requirements, not all of these will be relevant to your specific job ad. Please edit the text to match your company’s needs.

• Several years of experience as a (Client) Relationship Manager or a similar role.
• Preferably some experience in sales or at least owning a strong sales mindset.
• Excellent communication and interpersonal skills.
• Easily build rapport with customers operating in a variety of industries.
• Ability to independently search and find new customers for our business.
• Solid understanding of customer relationship management (CRM) best practices.
• Highly organised and able to work both independently and as part of a team.
• Experience leading a team or aspiration to learn is preferred.
Knowledge of our industry and the market landscape is a big plus.

Denken Sie daran, dass es sich hierbei um Beispielanforderungen handelt, die nicht alle auf Ihre spezifische Stellenanzeige zutreffen. Bitte passen Sie diese vor der Veröffentlichung an die Bedürfnisse Ihres Unternehmens an.

• Du bringst mehrere Jahre Erfahrung als (Client) Relationship Manager oder einer ähnlichen Funktion mit.
• Du besitzt vorzugsweise Erfahrung im Vertrieb oder zumindest eine ausgeprägte Verkaufsmentalität.
• Du verfügst über ausgezeichnete kommunikative und zwischenmenschliche Fähigkeiten.
• Du baust mühelos Beziehungen zu Kunden in verschiedenen Branchen auf.
• Du bist in der Lage, selbstständig neue Kunden für unser Unternehmen zu suchen und zu finden.
• Du besitzt ein solides Verständnis von Best Practices im CRM-Bereich.
• Du bringst hervorragende Organisations- und Teamfähigkeiten mit.
• Du besitzt vorzugsweise Erfahrung in der Leitung eines Teams oder bist bestrebt, diese zu erwerben.
• Du verfügst idealerweise über Kenntnisse unserer Branche und Marktlandschaft.

Need inspiration?

Your job description will not attract talent all on its own. So when putting together your job post, be sure to show what it's like working at your company not just textually but visually!

Remember, attracting a candidate is just as much about your company culture as the job role itself. Make sure to include points that make you seem desirable too!
Add photos that show off your office space, team events and your team having a great time.
Maybe you could include a video of some team members explaining why they love coming to work, or why they like their role.
Include a grid of attractive perks with some nice illustrations. Maybe you have unlimited holidays, or you have an attractive parental leave cover - show off!
Why not embed your company's Instagram feed to give a IRL overview of the day-to-day.