Senior Relationship Manager – financial clients recruitment

RETENTION: Retain all Dow Jones contract revenue in the assigned set of customers and ensure the Dow Jones products and services address customers’ business needs

RELATIONSHIPS: Maintain high levels of customer satisfaction through regular communication and establishing strong customer relationships with all customers; ultimately to ensure customer loyalty due to the quality of our solutions, quality of our relationships and excellent level of responsiveness to client needs

RENEWALS: Manage all aspects of the customer renewal process in a timely and structured manner; this will often require the collation of the right supporting information and presenting a compelling business case through client proposals, presentations, email and verbal communication

ACCOUNT MANAGEMENT: Responsible for all areas of account management, including fact finding, resolving account issues and ensuring resolution of client requests or concerns; understand competitor solutions the client is using and the client’s current and developing needs 

PLANNING: Liaise with regional sales management and extended account team on retention, renewal and growth strategies using tools such as (but not limited to) business plans, health-check assessments and SSPs

DEVELOP OPPORTUNITIES: Identify opportunities for increased revenue within the set of customers (up-selling and cross-selling), then assign these opportunities to Senior Sales Executives, Sales Specialists, and/or Solutions Architects (DJCS). In some cases, the SRM would drive these opportunities through the sales process

TEAMWORK: SRM is expected to work on retention initiatives with the extended sales team available (Customer Value Executive), and work closely with the appropriate Sales Specialists/Senior Sales Executives to understand any new business activities in their set of customers

PRODUCT and INDUSTRY KNOWLEDGE: Clearly express the value proposition and benefits of the Dow Jones products and solutions, and use this knowledge to help increase the value and adoption of our solutions by the client 

FORECASTING: Manage Sales Forecast and Pipeline to ensure clear reporting of forthcoming renewals, withdrawals or downsells, additional sales opportunities, plus the associated revenue and timescales

MANAGING ACCOUNT INFORMATION: Maintain accurate and appropriate client records within the global CRM system to provide timely management information.

What skills knowledge experience are required?

The position requires solid experience within a business development role, have a proven track record of winning new business within the financial marketplace as well as being able to demonstrate solid account management skills.  As a Senior Relationship Manager you will understand the competitor solutions that the client is using and both the client’s current and developing needs in order to clearly express the value proposition and benefits of Dow Jones products and solutions. You will then use this knowledge to increase value and adoption of solutions by the client. Apart from excellent product knowledge you will be expected to manage the sales forecast to ensure clear reporting, account manage set of clients and to achieve new to company sales targets. Previous experience of working in the financial services industry is essential; candidates with a proven track record of selling information services to corporate financial institutions are highly desirable.

What we offer to you?

This is your chance to make a career with a business that matches your aspirations in a progressive fast-paced workplace environment. Competitive salaries are standard and our working environment will enable you to grow and develop professionally. If this role matches your experience and skills and motivations to date please submit your CV and covering letter which must include your salary requirements. Please note only candidates requested for interview will be contacted.