CBTax
Senior Client Development Manager
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Senior Client Development Manager (x 2)
Salary
Negotiable depending on experience
Locations
Manchester & Northampton
Reports to
Director
About CBTax
CBTax is an award-winning, global R&D tax consultancy firm with offices across:
- Manchester & Northampton (UK)
- Dublin (Republic of Ireland)
- New York (US)
We specialise in R&D Tax Relief, partnering with businesses across sectors such as:
- Engineering
- Technology
- Manufacturing
- Construction
- Energy
- Science
- Agriculture
- Food & Beverage
We deliver robust claims, commercial value, and fully compliant advice to help businesses maximise their potential. As the fastest-growing firm in our sector, we’re seeking high-performing, commercially minded problem-solvers who want to make a tangible impact. This is an exciting time to join us as we continue our international expansion.
Role Summary
This critical role is focused on shaping client portfolio management post-sale, ensuring long-term client success through strong relationships, exceptional service delivery, and proactive support.
Key Responsibilities
- Primary Point of Contact: Act as the dedicated first point of contact for an assigned pool of clients, ensuring trust-based relationships.
- Project Management: Coordinate with internal teams to deliver R&D Tax Relief claims, reports, and other services accurately and within deadlines.
- Proactive Client Engagement: Regularly check-in with clients to gauge satisfaction, address needs, and identify follow-on opportunities without direct sales pressure.
- Satisfaction Monitoring: Track client satisfaction, resolve issues promptly, and escalate complex matters to technical specialists as required.
- CRM Management: Maintain detailed records of client interactions, project progress, and deliverables using our CRM system.
- Process Development: Shape best practices in account management, as a pioneering hire in this division.
- Client Retention: Drive long-term partnership growth through exceptional service and communication.
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Requirements
Must Haves
- 3+ years’ experience as an Account Manager, Client Manager, or equivalent role in R&D, tax advisory, or professional services.
- Demonstrated ability to manage client portfolios, build/maintain long-term relationships, and act as the primary point of contact for clients.
- Confidence in proactive client outreach (phone, email) and implementing relationship management strategies.
- Strong interpersonal and communication skills, with the ability to build trust quickly and handle client queries professionally.
- Excellent organisational and project management skills to coordinate deliverables and meet deadlines.
- Comfortable working independently in a developing function, demonstrating the initiative to shape and refine processes.
- Experience in applying client service excellence within B2B/professional services environments.
- A valid full UK driving licence.
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Benefits & Perks
- Commission Opportunity: Build your client referral portfolio and earn commission (this is not a sales role).
- Pension: 5% employer contribution.
- Healthcare: Bupa health insurance to support your well-being.
- Tech Scheme: Access to the latest technologies.
- Flex Benefits: Customise your benefits package to suit your lifestyle.
- Employee Incentives: Varied perks and rewards to recognise your contributions.
- Career Growth: Recognise, reward, and promote high performers.
Why Join CBTax?
This is an opportunity for experienced professionals who thrive in client relationships and want to help build something new—while ensuring clients receive world-class ongoing support.
Important notice
Visa sponsorship is not available for this role. Only candidates with an existing right to work in the UK will be considered.
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