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Relationship Manager Job Ad Template

Spot the difference

Writing job ads can be tough if you’re not sure about the small details and differences between roles. Do you know the difference between a Relationship Manager, a Customer Success Manager, and a Customer Support Specialist, for example? What makes a Receptionist different from an IT Helpdesk Technician?

Put simply, a Relationship Manager builds and cultivates customer relations, a Customer Success Manager ensures they get the most of the product, while a Customer Support Specialist assists them as they get to know and use the product. A Receptionist greets customers and an IT Helpdesk Technician provides technical support.

  • The Relationship Manager sets out to attract new customers and build strong relationships with existing customers. Part of their job is to help grow customer accounts by offering relevant upselling and cross-selling opportunities.
  • The Customer Success Manager also assists the customer but in a more product-focused way. Their main goal is to help the customer make the most of their use of the product or service.
  • The Customer Support Specialist is the main person of contact for anything related to the actual product or service offered by the company. They will show the customer how to use the product and will help resolve any issues they might have.
  • An IT Helpdesk Technician focuses solely on troubleshooting and resolving technical issues. They have a much less personal relationship with the customer and generally only communicate via phone or email to fix a specific issue at hand.
  • Receptionists are in charge of the reception area of the company. They greet customers, answer the phone, and answer any general queries related to the business.

Job Ad Template

  • 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

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!
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!
  • 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?

Responsibilities

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.
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.
  • 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?

Requirements

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.
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.

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.

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