Description PURPOSE A Relationship Manager is a visionary leader who nurtures a portfolio of key client and client stakeholder relationships by combining a data-driven approach with an advisory mindset. They act as strategic collaborators who understand firm value, align client needs with the right internal expertise, and drive long-term growth by proactively identifying opportunities. Their focus is on “firm clients,” not “my clients,” always prioritizing team-based service and the firm’s collective success. REPORTS TO/ ACCOUNTABILITY Market Leader KEY SUCCESS FACTORS Technical tax and accounting knowledge Team management skills including an ability to lead, direct, and coach. Client relationship skills. General business acumen RESPONSIBILITIES Client Interaction Serve as the primary point of contact for clients, maintaining professional and effective communication that transcends traditional boundaries. Train clients to be ideal partners, ensuring the right fit and fostering long-term relationships. Develop innovative plans to address challenging scenarios, such as clients with low realization, messy processes, or unrealistic expectations. Proactively ensure clients are a good fit for the firm, balancing the approach with human, data-driven, and strategic elements. Client Satisfaction Ensure clients receive maximum satisfaction from services by being authentic and curious. Earn client’s trust by deeply understanding their value and prioritizing personal connections through phone, Zoom, or in-person meetings over emails. Anticipates and communicates budget issues, identifies opportunities to improve assignment profitability. Business Development Identify client needs and opportunities to cross-service, adopting a mentality of “what’s next” for clients. Create a game plan for the next follow-up conversation and choose and retain the right clients. Get involved outside the firm, make meaningful connections, and network extensively. Project Management Organize and manage client assignments and projects, ensuring the overall success of each project. Acts as a strong team player and smart collaborator with billing responsibilities. Own accountability but not the client, managing the scope of engagements, capturing time correctly, and billing accordingly. Identify the next opportunity, always looking to add value and drive growth. Develops and is accountable for client work plans and ensures assigned tasks and responsibilities are achieved. People Development Advises, coaches, and supports team members, including providing consistent recognition and encouragement to team members to increase retention and utilization. Supports the partner/s in developing new initiatives to increase retention, meet resourcing needs (including recruitment interviews), utilization, and people development. Structures work teams to successfully meet new and existing client expectations and help develop strong client partnerships. Shares and transfers knowledge in the team. Actively pursues self-development opportunities in line with the competency model. Requirements KEY PERFORMANCE INDICATORS Meets assignment objectives (timeframes, budgets, outcomes). Client satisfaction. Business development results – selling and cross-selling. Team satisfaction. QUALIFICATIONS/SKILLS AND EXPERIENCE AND PERSONAL ATTRIBUTES Degree qualification and relevant professional accreditation. Business acumen. Strong technical knowledge and skills. Strong client relationship skills. Strong team management skills - the ability to lead, motivate and coach teams of people. A strong knowledge of firm products and services in the practice area and a working knowledge of products and services in other practice areas. A sound understanding of market trends including opportunities, global and local business initiatives and stakeholder/competitor interests. #J-18808-Ljbffr
Relationship Manager • Fond du Lac, WI, United States
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