Internal Client Relationship Manager - Full-Time Permanent Role

Salary: £30,000 - £35,000 pa PLUS Bonus

Location: Warrington - WA1 - Hybrid Role (3 days office-based)

Who We Are

At Caroola, we bring together top brands in tax, umbrella, and accountancy services—built for small businesses and the UK’s growing freelance and contractor community.

This position will focus on our payroll provider brand – Parasol. Parasol is one of the UK’s leading umbrella employment providers, supporting thousands of contractors and freelancers across a wide range of industries. Acting as the contractor’s employer, Parasol handles all payroll, tax, and compliance requirements—ensuring smooth, compliant payments and access to full employment rights and benefits.

Role Overview

In this role, you will work collaboratively with a Business Development Manager to manage and expand a portfolio of accounts. Working in partnership with the Field based Business Development Manager you will build and nurture relationships with a wide range of stakeholders within the accounts, in order to grow the referring consultants’ base.

Role Profile

• Sales Activity Management: Ensure high sales activity within your portfolio by working closely with the Business Development Manager (BDM). Focus on three key areas: maintenance of existing relationships, development through upselling and cross-selling, and generation of new business opportunities.
• Nurturing Activities: Develop and execute strategies to nurture and engage your accounts, enhancing client satisfaction and retention.
• Strategic Partnership: Collaborate with the BDM to strategically target and secure new business, aligning with overall business goals.
• Client Education: Working in partnership with a BDM, you will provide advice and guidance to Agency Support. Educate clients on internal processes and provide corrective guidance as needed to streamline their experience. It will be your responsibility to educate clients on internal processes and provide corrective guidance to ensure you tailor our product to meet their individual needs.
• Escalation Point: As the face of the portfolio, you will be the main point of contact for resolving queries between Parasol and your clients. Collaboratively with Agency Support, you must ensure timely and effective resolutions.
• Understanding Client Needs: Gain a deep understanding of your clients' business needs and objectives to maximize market share.
• Financial Accountability: Share responsibility with the BDM for achieving bespoke revenue and profit targets.
• Regulatory Compliance: Stay updated with relevant regulations and legislation to add value and ensure compliance in client interactions.
• Product Knowledge: Maintain a thorough understanding of Caroola group products and services to promote them effectively.
• Performance Metrics: Your KPIs will include sales activities, client satisfaction scores, and growth in referrals and new joiner numbers.