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Relationship Manager Job Description

What does a Relationship Manager do?

A Relationship Manager works for a company or organisation with high-value customers or clients. Relationship Manager responsibilities include building strong business relationships, cross-selling and upselling, and ensuring customer satisfaction. Relationship Managers report to a Sales Director or other members of the senior management team.

Our Relationship Manager job description includes the Relationship Manager responsibilities, duties, skills, education, qualifications, and experience.

Relationship Manager Example


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If you need an example job description for a Relationship Manager download the one below, alternatively we have many other Sales job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does a Relationship Manager do?

Relationship managers build strong relationships with customers and business clients. They seek out new business opportunities, advise clients on product/service solutions that meet their needs, and resolve any issues or complaints.

Relationship Manager Role

We are recruiting for an outgoing Relationship Manager to promote strong relationships with our clients. The Relationship Manager’s responsibilities will also include generating new business opportunities, providing clients with advice and to help guide them on their choices as well as promptly resolving complaints, and ensuring client satisfaction.

To succeed as a Relationship Manager, you should be able to build positive, long-term relationships and support clients in the decision-making process by identifying solutions that most closely meet their needs.

Relationship Manager Duties

  • Experience as a Relationship Manager, in customer service, or a similar role.
  • Ability to build and maintain strong client and business relationships.
  • Proficiency in Microsoft Office and CRM software.
  • Excellent communication and interpersonal skills.
  • Good conflict resolution and problem-solving skills.
  • Leadership and team management skills.
  • Customer-oriented.
  • Degree in management, marketing, communication, or a similar field.

Relationship Manager Requirements

  • Maintain a deep knowledge of company products and services.
  • Build and maintaining strong relationships with prospective and existing clients.
  • Research and pursuing new business opportunities.
  • Identify clients’ needs and requirements and proposing suitable solutions.
  • Provide clients with comprehensive product/service consultations and guiding their decision-making process.
  • Upsell and cross-selling products/services to clients.
  • Resolve complaints and issues efficiently and in a timely manner.
  • Meet sales/revenue targets.
  • Ensure client satisfaction.
  • Experience as a Relationship Manager, in customer service, or a similar role.
  • Ability to build and maintain strong client and business relationships.
  • Proficiency in Microsoft Office and CRM software.
  • Excellent communication and interpersonal skills.
  • Good conflict resolution and problem-solving skills.
  • Leadership and team management skills.
  • Customer-oriented.
  • Degree in management, marketing, communication, or a similar field.

Relationship Manager Qualifications

The education and qualifications for Relationship Managers might include the following:

  • A Bachelor’s Degree in Business Management, Business Administration, Sales and Marketing Management, Communications, or a relevant subject
  • Two A Levels
  • Four GCSEs/High School Diploma

Relationship Manager Desired Experience

The relevant experience of a Relationship Manager might include working in sales, marketing, or customer service roles, where the individual could develop their account management and business relationship-building skills.

Relationship Manager Training

Possible training of an excellent Relationship Manager candidate might include:

  • The Association of Professional Sales Qualifications
  • The Chartered Institute of Marketing Qualifications
  • Chartered Management Institute Qualifications
  • Institute of Leadership and Management Qualifications

How to write a Relationship Manager Job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.

Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.

How to write a Relationship Manager Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

Job Description Advice - Guidance on How to Personalise a Relationship Manager Job Specification

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

Job Description Tips - Help on formatting a Relationship Manager Job Specification

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.

How to Hire a Relationship Manager

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

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