Relationship Manager Role​

Key responsibilities
Assist clients with application related queries, ensuring all introduced clients successfully go live with an FXC account.
Manage day-to-day running of a client’s account and answer any questions raised by clients.
Be the key point of contact and manager for a portfolio of clients.
Protect and grow revenue by managing a client’s growth, produce set and acting as a liaison for new or potential clients.
Resolve any issues between a client and their service provider.
Monitor portfolio revenue and spot both upward and downward trends and identify the cause.
Work closely with sales to ensure a smooth handover / client management experience.
Negotiating price, security requirements, and other key issues between clients and partners.
Ensure a high percentage of applications go-live with the FXC module.

Required Skills
MS office skills – especially excel to an intermediate / advanced level (create and maintain pivot tables, advanced formula strings etc.).
Understanding of banking and cash flow.
Confidence to deal with senior decision makers at our client companies.
Confidence when dealing with issues and problems.

Daily Responsibilities
Manage open client applications
Manage incoming emails
Rolling client call schedule
Updates to CRM system
Plan growth / cross sales

Preferred Skills / knowledge
Understanding of card payments and the transaction process.
Understanding of foreign exchange, pricing and market awareness.

Other
Availability to travel o meet high value clients for annual reviews.
Clean passport for worldwide travel (ESTA may be required).

Measures
CRM system to be updated daily to show activity
Track & move applications forward in Salesforce
3x client update calls logged per day

If you believe you fill the requirements for this role, please send us you CV at careers@shwap.com.

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