CBTax
Client Development Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Client Development Manager (x 2)
Salary
Negotiable depending on experience
Location
Manchester & Northampton
Reporting To
Director
About CBTax
CBTax is an award-winning, global R&D tax consultancy firm, operating in:
- Manchester & Northampton (UK)
- Dublin (Republic of Ireland)
- New York (USA)
A fastest-growing firm in our sector, they specialise in R&D Tax Relief, assisting businesses across:
- Engineering
- Technology
- Manufacturing
- Construction
- Energy
- Science
- Agriculture
- Food & Beverage
They partner with clients to deliver robust claims, commercial value, and fully compliant advice. If you're a high-performing, commercially minded problem-solver eager to make an impact, CBTax offers a dynamic environment as they expand internationally.
Role Summary
You will play a pivotal role in managing client portfolios post-sale, overseeing a dedicated client base as your first point of contact. Key responsibilities include:
- Building long-term client relationships
- Ensuring seamless service delivery & client satisfaction
- Managing R&D claim preparation, submissions, and recurring support
- Promoting proactive, value-driven client partnerships
This role is designed to separate client development from sales, focusing on long-term success.
Key Responsibilities
- Account Management:
- Serve as the primary point of contact for assigned clients, fostering trust-based relationships.
- Act as project manager, coordinating internal teams to deliver accurate, on-time R&D claims and reports.
- Proactively engage clients via regular check-ins, updates, and identifying service opportunities (without direct sales pressure).
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
-
Client Support & Satisfaction:
- Monitor client satisfaction, resolve issues efficiently, and escalate complex queries to specialists.
- Maintain accurate records of interactions and project progress using a CRM system.
-
Functional Development:
- Contribute to establishing best practices as a pioneering hire in the new account management division.
- Support client retention and growth through exceptional service.
-
Autonomy & Process Improvements:
- Shape new account management processes in a developing function.
- Drive initiation and execution of best-fit strategies for long-term success.
MinimumRequirements
Progressing in this role requires:
-
3+ years’ experience as an:
- Account Manager
- Client Manager
- Or equivalent client-facing role in R&D, tax advisory, or professional services.
-
Proven track record of portfolio management, relationship building, and acting as the key point of contact.
-
Comfortable with proactive client outreach (phone/email-based), including:
- Regular client communication.
- Non-sales-focused relationship nurturing.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
-
Strong interpersonal & communication skills to:
- Build rapid trust with clients.
- Handle queries professionally and efficiently.
-
Exceptional organisational skills, capable of:
- Coordinating multiple deliverables.
- Meeting strict deadlines.
-
Initiative-driven, willing to:
- Lead new processes in an emerging function.
- Adapt to the B2B/professional services environment.
-
A full UK driving licence (essential for travel).
Benefits & Perks
- Commission: Earn through client referrals (though this is non-sales role).
- Pension: Employer contributes 5%.
- Healthcare: Bupa, including wellness support.
- Tech Scheme: Unlimited access to the latest technology.
- Flex Benefits: Tailor perks to match your lifestyle.
- Employee Incentives: Rewarding plans, including promotions.
- Recognition Programme: Excel for visibility and bonuses.
Why This Role & CBTax?
If you’re a seasoned professional passionate about:
- Building long-term client relationships.
- Pioneering a new account management model.
- Ensuring unmatched support for clients,
CBTax could be the ideal next step.
Please Note: This role does not offer visa sponsorship. Only UK right-to-work candidates need apply.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills