Retail Finance Benchmarking - Relationship Manager

You will proactively and reactively engage with a variety of executives across our member organizations on a weekly basis, both in person and via Teams/Zoom or telephone, to develop and maintain long-term partnerships, and to drive value into a variety of business functions within their businesses through sharing insights.

Examples of the key responsibilities for this role include:

Commercial Responsibilities:

• Ensuring renewal of all existing database contracts for your nominated accounts, achieved through regular, value-added contact, and developing strong relationships with our clients’ key budget holders and decision-makers.
• Negotiating with procurement and legal teams to finalize commercials.
• Meeting the RFB team annual profit target.
• Broadening the contact base in member accounts and establishing regular executive contact.
• Travelling to member organizations nationwide, as required.
• Encouraging existing members to adopt membership of all databases, wherever applicable.
• Generating additional ‘project’ revenue in existing accounts.
• Hosting portal training sessions, demonstrating how to interrogate the data.
• Taking client requirements for ad hoc requests and effectively briefing these into the Data and Viz teams.
• Targeting new prospects and converting to membership.
• Working with colleagues in the wider CACI sales team to present a unified view to the customer to aid colleagues in leveraging additional revenue.
• Liaising with CACI’s Information Security colleagues to support member audit and security questionnaires.

Insight responsibilities:

• A key part of the relationship manager role is the regular development of insights from our weekly and monthly datasets across the Savings, Mortgages, Current Accounts, and Personal Loan markets, which you will share with customers via a variety of forms.
• Identifying market trends and insights to share with clients in a variety of forms (in person/Teams/Zoom).
• Driving the content for CACI’s annual conference/webinar presentations.
• Presenting at CACI’s annual member conferences/webinars.
• Collaborating with your line manager and colleague Relationship Managers to produce a roadmap of insightful content you can share with our members.

Who you are

• A strong formal presenter, comfortable interpreting data, providing insights, and delivering training.
• Commercially astute with the ability to see the bigger picture while managing priorities, and with the skills to effectively work with cross-functional teams (Data & Viz).
• Strong industry knowledge of one or more of the categories we work in (Savings market, Mortgages market, Current Accounts market, Personal Loans market).
• An excellent communicator, capable of engaging and empathizing with senior client personnel in one-to-one meetings.
• A self-disciplined, results-driven, and energetic person who works well under pressure.
• Capable of dealing with member organizations at all levels (director, controller, manager, analyst, project manager) and disciplines (marketing, insight, product, operations, technical, IT, etc.).
• Experienced in managing blue chip/high-profile clients and maintaining long-term commercial relationships.
• An excellent eye for detail.
• Strong numeracy skills.
• IT literate (MS Office environment at a minimum).
• Understanding of, or willing to learn, the basics of Tableau.

All applicants must be eligible to work in the UK on a permanent basis. Given the sensitive nature of the financial data we process and hold, the successful applicant will have to pass identity, credit-worthiness, and criminal record checks prior to starting work with the team.

What we can offer you

We don’t settle for people that can just do the job; we look for people that are constantly trying to push the boundaries and improve what we do. This is what makes CACI a great team to be a part of.

Innovation is hugely important to us, and we guarantee everybody in the business gets to spend 5% of their time innovating and training. If you are an innovative thinker and like to challenge the norm, coming up with new ways of doing things, then you will be surrounded by like-minded people at CACI.

The Retail Finance Benchmarking Group’s goal is to be the best benchmarking consultancy in the retail finance sector, providing top-quality insights, using cutting-edge, innovative analytical techniques to the UK’s biggest and most exciting retail finance brands. As a member of our team, you will be key to helping us achieve this goal.

Progression

We understand that your career progression is important to you. At CACI, people get promoted on merit, when they are ready. This means that your career is completely in your own hands, and there is never a ceiling for your progress.

Everyone’s career path is different. We welcome people exploring different areas and trying out new skillsets. Just because you start off down one path doesn’t mean you are committed to it indefinitely. At CACI, you have the freedom to carve your own career path.

Flexibility

The key to our success is our teamwork and collaboration, and that tends to work best when we are all in the office working together. This role requires you to be in the office or visiting clients for a minimum of 3 days a week.

Development

Your development is key and is a top priority for the team. We offer 3 types of training: externally run consulting courses, externally run bespoke courses, and internal courses. Everyone has different training requirements, which means everyone has their own training plan. A bespoke training plan will be created for you when you join.

We are committed to creating a diverse environment and are proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Successful candidates must have the right to work in the UK.