Client Revenue Growth Partner

Relationship Manager Customer Service

Complete with job descriptions, skill profiles, and interview templates. Use this Relationship Manager hiring guide to help you make the right decisions, fast.

HOW TO HIRE A RELATIONSHIP MANAGER

A Relationship Manager is a type of sales professional who is tasked with developing and maintaining customer relationships that lead to continued business and growth. They seek out new customers and clients and advise them on how they can meet their needs through various products and services on offer.

• Setting and exceeding sales targets
• Understand the specific needs and aims of clients and use your relationships to help them realize new opportunities
• Continue to develop and grow client base
• Own and maintain a portfolio of clients and drive revenue from the portfolio
• Improve customer satisfaction of managed accounts

RELATIONSHIP MANAGER DEFINITION

A Relationship Managers’ primary responsibility is to source new business and maintain relationships with various customers in order to achieve continued growth. Because of this, they require key skills that enable them to be able to connect with customers in a variety of circumstances and have strong business acumen.

HIRING PROCESS

To find the best person for the role, you need to understand what the role involves. You can complete this with the hiring manager to define the role, its contribution, and the skills needed.

Once you understand the requirements for the role, you’ll need to understand the skills for success. You can then write an effective job description to promote your role.

See which applicants have the right skills for the role. Send all your applicants a Vervoe skills assessment from the expert library, or customize one for your organization.

Your skills assessment results will identify top performers. Focus your time on interviewing those that have met or exceeded your requirements. Assessment results will also help guide which skill areas to focus on in the interview.

Once you assess your candidates against these skills, you’re ready to offer the top performer(s). You should base your offer on the value that the candidate would bring to your team and your business as a whole. It is also important to ensure your compensation and benefits packages are competitive in the industry and help you attract and retain the top talent.

BUILD THE IDEAL CANDIDATE PROFILE

A relationship manager must be customer-focussed and sales driven. Because each customer is different, a relationship manager needs to have skills in resilience and learning agility. They must also have exceptional written and verbal communication skills and a closing mindset.

• Adaptability
• Organization
• Communication

Pro Tip

For mid-level roles, you’re likely to receive a larder number of applications than you would for a senior position. Ensure you provide details about what it’s like to work for your company, and what your company values are so applicants know whether your company is the right fit for them.

WRITE A JOB DESCRIPTION BASED ON SKILLS

Once you’ve determined the skills required for the role, you can write the job description to advertise for your position. Here’s what to include in your Relationship Manager job description: