RDT LIMITED
Client Relationship Manager (CRM)
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Position Overview
The CRM owns RDT’s commercial and strategic relationship with allocated clients, building trusted partnerships, aligning expectations and translating current and future needs into clear plans, measurable value and sustainable revenue growth.
Working across agile, multi-disciplinary engagements, the CRM leads account governance and client-facing commercial communication. Delivery teams own requirements, design, build and implementation once work is agreed, while the CRM retains relationship oversight, coordinates stakeholders and manages the commercial impact of change.
The CRM acts as a trusted adviser and the voice of the client within RDT, combining client and insurance-market insight with RDT’s product, technology and delivery expertise. The role balances disciplined day-to-day execution with long-term relationship development, account growth and wider Business Development priorities.
Key Responsibilities
- Own the commercial and strategic relationship between RDT and allocated clients, acting as the primary point of contact and ensuring a clear understanding of client priorities, risks, opportunities and overall account health.
- Act as the day-to-day escalation point for client issues, maintaining clear client communication and ensuring actions are owned and progressed through to resolution.
- Establish and maintain appropriate client governance, including account reviews, service reviews, steering committees and executive engagement.
- Create and maintain client account plans, understanding their current and future business needs, planning how RDT can support these requirements and generating additional revenue opportunities as a result.
- Develop a strong understanding of each client's business strategy, operating model, market environment and technology landscape.
- Build trusted relationships with stakeholders at all levels, including operational, technology, commercial and executive stakeholders.
- Develop and execute account growth strategies and maintain a qualified pipeline of opportunities across assigned accounts.
- Manage the commercial lifecycle of client engagements, including SOWs, change requests, negotiations, renewals, contractual amendments and approvals.
- Maintain oversight of account revenue, commercial performance and forecasting.
- Work closely with Product, Delivery, Applications Support, Finance, Marketing and Leadership teams to ensure client priorities and commitments remain aligned.
- Act as the voice of the client within RDT, translating client feedback and market developments into actionable insight.
- Keep up to date with RDT products, strategic initiatives, technology developments and release plans.
- Proactively identify and manage commercial, delivery, relationship and operational risks through to resolution.
- Liaise with operational delivery management regarding project progress, release schedules and resource availability.
- Deliver clear, concise and timely communications, presentations, workshops and client meetings.
- Arrange and facilitate client training, workshops, demonstrations and executive engagement activities.
- Contribute to wider business development activities including partner relationships, conferences, industry events and strategic initiatives.
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Technical Skills & Requirements
- Excellent understanding of the insurance industry (ideally Personal Lines with an Insurer, MGA or supplier to these). In-depth knowledge of the UK Motor Insurance Claims would be highly valued.
- Understanding of insurance operations and customer journeys.
- Proven track record (at least 2 years) in the role of CRM (or role with equivalent skills) within the general insurance industry and ‘supply chain’ e.g. brokers, intermediaries etc.
- Excellent domain knowledge and understanding of the software development cycle.
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Competency Requirements
- Results driven with a desire to deliver accurate and detailed output to external and internal partners at all times.
- Excellent collaboration skills.
- Business Acumen - Knowledgeable about current & future practices, trends & information affecting the industry & organisation.
- Ability to make commercially viable decisions.
- Ability to assess risk/return - Strong analytical, conceptual and problem-solving skills. Good reasoning skills.
- Planning & Implementation - Strong Planning and Project Management skills.
- Initiate change by leading by example being agile, flexible, innovative & creative.
- Time Management, manage time and stress by being well organised, planning, delegation.
- Emotional Intelligence.
- Excellent interpersonal skills, effective communicator and negotiator.
Benefits & Opportunities
- 25 days holiday plus Public Holidays.
- Company pension.
- Private health cover.
- Free parking at the office.
- Electric car salary sacrifice scheme.
- Company social events.
Company Overview
RDT is a leading technology company specializing in innovative software solutions. We are committed to fostering a culture of continuous learning and growth, providing our employees with opportunities to excel and make a meaningful impact. Join us and be part of a team that is shaping the future of technology.
You will be working in a fast-paced environment, with sharp and innovative people who are dedicated, driven and more than happy to share their knowledge with you. You will be expected to be the best you can be and will be encouraged and supported to achieve this.
How To Apply
If you meet the requirements, we would love to hear from you.
Please send your CV by clicking the APPLY button. Join us and be a part of a team that is shaping the future of technology.
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