Client Relationship Manager

Internal Client Relationship Manager - Full-Time Permanent Role

Location - Warrington - WA1 - Hybrid Role 3 days office based

Who are we?

At Caroola, we bring together top brands in tax, umbrella, and accountancy services—built for small businesses and the UK’s growing freelance and contractor community.

This position will be focussing on our payroll provider brand – Parasol

Parasol is one of the UK’s leading umbrella employment providers, supporting thousands of contractors and freelancers across a wide range of industries. Acting as the contractor’s employer, Parasol handles all payroll, tax, and compliance requirements — ensuring smooth, compliant payments and access to full employment rights and benefits

Role Overview

'In this role, you will work collaboratively with a Business Development Manager to manage and expand a portfolio of accounts. Working in partnership with the Field based Business Development Manager you will build and nurture relationships with a wide range of stakeholders within the

accounts, in order to grow the referring consultants’ base.'

Role Profile

• Sales Activity Management : Ensure high sales activity within your portfolio by working closely with the Business Development Manager (BDM). Focus on three key areas: maintenance of existing relationships, development through upselling and cross-selling, and generation of new business opportunities.
• Nurturing Activities : Develop and execute strategies to nurture and engage your accounts, enhancing client satisfaction and retention.
• Strategic Partnership : Collaborate with the BDM to strategically target and secure new business, aligning with overall business goals.
• Client Education : Working in partnership with a BDM you will provide advice / guidance to Agency Support. Educate clients on internal processes and provide corrective guidance as needed to streamline their experience. Collaboratively it will be your responsibility to educate clients on internal processes and provide corrective guidance to ensure you tailor our product to meet their individual needs.
• Escalation Point : As the face of the portfolio, you will be the main point of contact for resolving queries between Parasol and your clients. Collaboratively with Agency Support you must ensure timely and effective resolutions.'
• Understanding Client Needs : Gain a deep understanding of your clients' business needs and objectives to maximize market share.
• Financial Accountability : Share responsibility with the BDM for achieving bespoke revenue and profit targets.
• Regulatory Compliance : Stay updated with relevant regulations and legislation to add value and ensure compliance in client interactions.
• Product Knowledge : Maintain a thorough understanding of Caroola group products and services to promote them effectively.
• Performance Metrics : Your KPIs will include sales activities, client satisfaction scores, and growth in referrals and new joiner numbers.

Skills and Experience Required:

Experience in a sales environment, ideally as a BDM/account manager working with a portfolio of clients and winning new business

Strong verbal and written communication skills.

Strong customer centric attitude and problem-solving skills.

Ability to execute a high volume of outbound sales phone activity.

Ability to focus on processes, and experience with salesforce CRM

Benefits Package

• Annual Leave - Enjoy 25 days off plus Bank Holidays to reach a maximum of 29.
• UNCAPPED Earnings
• Bupa Private Medical Insurance
• Cycle to work scheme
• Company Pension
• Caroola supports the mental health of its people. Our dedicated team of qualified Mental Health First Aiders provide materials and support in areas such as mental health, mindfulness and personal health.
• Employee Assistance Programme We provide 24/7 365 days a year counselling and support through our Employee Assistance Programme

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