RCK Partners
Client Relationship Manager
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Role Purpose
We’re looking to appoint a Client Relationship Manager. The primary purpose of this role is to ensure that RCK Partners' key clients receive a consistently high level of service throughout the R&D tax claim process, from initial onboarding through to claim completion and submission.
You will take responsibility for maintaining regular contact with clients, ensuring they are effectively onboarded, keeping claims moving through each stage of the delivery process and proactively resolving any issues that could cause a client or claim to become delayed or "stuck".
You will work closely with the Business Development, Consulting and Compliance teams to ensure clients are appropriately handed over following contract signature and then actively managed through the R&D claim process.
A key responsibility will be ensuring that every key client has regular contact with a member of the RCK team, with no client going more than two weeks without meaningful communication. Where clients become unresponsive, information is outstanding or a claim stalls at any stage, you will take ownership of re engaging the client, identifying the blocker and coordinating the relevant internal teams to get the claim back into the normal delivery pipeline.
The role will suit someone with strong client/stakeholder management, communication and organisational skills who enjoys building relationships, solving problems and ensuring things get done.
Key Responsibilities
Client Relationship Management
- Act as a key point of contact for RCK clients throughout the R&D claim delivery process, whilst maintaining accurate data records within Salesforce
- Build strong, professional relationships with key clients and ensure they receive a consistently high standard of service; including hosting clients at professional/hospitality events to support with strengthening relationships
- Ensure clients are proactively contacted regularly, maintaining strong relationships throughout the process
- Coordinate regular client updates and ensure clients are signposted accordingly
- Develop an understanding of individual client requirements, preferences and expectations.
- Identify potential client concerns or issues early and work proactively to resolve them.
Client Onboarding & Handover Oversight
- Oversee the onboarding process for all new clients, ensuring that the appropriate processes and checks have been completed before work commence (including KYC & AML)
- Manage comprehensive handover process with external teams, ensuring all relevant data is accurately recorded within Salesforce; identifying gaps or any missing information
- Ensure there is a clear and documented transition from the commercial pipeline into claim delivery.
- Monitor the onboarding pipeline and highlight any clients where onboarding, KYC, AML or handover requirements are outstanding.
- Act as the central point of oversight to ensure no client enters the delivery process without the appropriate checks, information and internal handover having been completed.
- Work closely with Compliance, Consulting and Business Development to resolve any onboarding issues or delays.
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.
Claim Progression & Pipeline Management
- Monitor client claims throughout the R&D delivery process and ensure they continue to progress through each stage.
- Identify clients or claims that have become "stuck", including where information is outstanding, meetings have not taken place or the client has become unresponsive.
- Proactively contact unresponsive clients to understand the reason for the delay and agree the actions required to move the claim forward.
- Coordinate with internal Consulting, Compliance and Commercial teams to resolve blockers and return delayed claims to the normal delivery pipeline.
- Escalate material issues or prolonged delays to the appropriate senior team member.
- Help ensure claims are delivered within agreed timescales and that client expectations are appropriately managed.
- Monitor upcoming deadlines and ensure clients are contacted in sufficient time to provide required information or approvals.
What Success Looks Like
- Clients are consistently engaged and no key client goes more than two weeks without meaningful contact.
- All new clients have completed the required KYC and AML checks before work commences.
- Client handovers are complete and accurately documented in Salesforce before delivery begins.
- Stalled or unresponsive clients are proactively identified and re engaged.
- Claims continue to progress through the delivery pipeline with minimal avoidable delays.
- Outstanding client actions are actively managed through to completion.
- Salesforce provides an accurate, up to date view of client and claim status.
- Consulting and Compliance teams have the information and client support they need to deliver claims effectively.
- Clients receive a professional, responsive and proactive experience throughout their relationship with RCK.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
About You
- Previous experience in client relationship management, client services, customer success, account management or commercial operations.
- Strong interpersonal and communication skills with the confidence to engage directly with clients at different levels of seniority.
- Highly organised, proactive and comfortable managing multiple clients and competing priorities.
- Excellent attention to detail and strong follow up discipline.
- Able to take ownership of issues and see them through to resolution.
- Comfortable having persistent but professional conversations with clients where information or actions are outstanding.
- Experience using Salesforce or another CRM system.
- Strong stakeholder management skills and the ability to coordinate effectively across multiple internal teams.
- Positive, proactive and solutions focused approach.
- Hands on and willing to help wherever required.
- Pragmatic and commercially minded.
- Comfortable working in a fast paced, growing business where processes continue to evolve.
- Embraces technology and AI enabled tools to work more effectively, while applying appropriate human judgement, maintaining confidentiality and recognising their limitations.
Benefits
At RCK Partners, we ensure that our people are compensated well for the work they do, which includes a highly competitive benefits package:
- Private Medical Insurance with Bupa
- Pension scheme with 5% employer contribution of qualifying earnings
- 25 days annual leave per year with an additional day awarded for your birthday. Holiday entitlement will increase by 2 days after 2 years and 1 day per annum of service thereafter to a maximum of 30 days
- Birthday annual leave
- Buy/sell holiday up to 5 days a year
- Income Protection
- Life Assurance
- Enhanced family friendly leave policies
- 2 days for volunteering pa
- Access to a company-funded therapist
- Employee Assistance Programme
- Payroll giving scheme
- Season ticket loan
- Talent referral bonus scheme
“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