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- Tasks: Manage relationships with clients, ensuring they get the most from our platform.
- Company: Join One Mortgage System, a leading CRM platform for mortgage brokers and lenders.
- Benefits: Enjoy hybrid work options, competitive salary, and a supportive team culture.
- Why this job: Be part of a dynamic team that values innovation and client success.
- Qualifications: Experience in relationship management, ideally in financial services or SaaS.
- Other info: Opportunity to attend industry events and client meetings across the UK.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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Location:Hybrid (Horsham office 1–2 days per week)
Salary:Competitive, based on experience
Reporting to:Head of Marketing, Partnerships & Sales
About One Mortgage System (OMS):
One Mortgage System (OMS) is a leading CRM & Originations platform designed for mortgage brokers and lenders. We’re passionate about delivering innovative solutions that simplify workflows, enhance productivity, and support our clients’ success. As we continue to grow, we’re seeking a proactive and versatile Project Manager to join our team.
Role Overview:
We are seeking a dynamic and knowledgeableRelationship Managerto join our growing team. You will be responsible for managing and developing relationships with our existing customers, including large accounts. You will be the key contact for high-value clients, ensuring they gain maximum value from the OMS platform and receive exceptional service throughout their journey with us.
Key Responsibilities:
- Act as the primary point of contact for existing customers, including large and strategic accounts.
- Build strong, long-term relationships to ensure client satisfaction, retention, and growth.
- Understand client’s business model, goals, and challenges to proactively identify ways OMS can add value.
- Hold regular training and drop in sessions for clients, ensuring they are utilising their system.
- Conduct regular account reviews and provide product updates and best practice advice.
- Work closely with internal teams (Development, Helpdesk & Support, Sales and Marketing) to deliver a seamless customer experience.
- Identify upsell and cross-sell opportunities within your accounts.
- Handle customer queries, ensuring swift resolution and clear communication.
- Occasionally attend client meetings, industry events, or training sessions across the UK.
Key Requirements:
- Proven experience in relationship/account management, ideally within financial services or SaaS.
- Solid understanding of the UK mortgage industry (brokerages, networks, and/or lenders).
- Excellent communication and interpersonal skills with the ability to influence at all levels.
- Comfortable working in a fast-paced, technology-driven environment.
- Strong problem-solving skills with a proactive and customer-first attitude.
- Ability to manage multiple accounts with strong organisational skills.
- Willingness to travel to the Horsham office 1–2 times per week, and to client sites as required.
Seniority level
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Seniority level
Entry level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Sales and Business Development
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Industries
IT Services and IT Consulting
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Customer Relationship Manager employer: Onemortgagesystem
Contact Detail:
Onemortgagesystem Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Relationship Manager
✨Tip Number 1
Familiarise yourself with the UK mortgage industry, especially the roles of brokers and lenders. Understanding the specific challenges they face will help you demonstrate how you can add value to their operations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those involved in CRM and account management. Attend industry events or webinars to make connections that could lead to referrals or insights about the role.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and how you've successfully resolved customer queries in the past. Be ready to share specific examples that highlight your problem-solving skills and customer-first attitude.
✨Tip Number 4
Research One Mortgage System (OMS) thoroughly. Understand their platform and how it benefits clients. This knowledge will allow you to speak confidently about how you can enhance customer satisfaction and retention in your potential role.
We think you need these skills to ace Customer Relationship Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Customer Relationship Manager position. Understand the key responsibilities and requirements, so you can tailor your application accordingly.
Tailor Your CV: Highlight relevant experience in relationship management, particularly within financial services or SaaS. Use specific examples that demonstrate your ability to build strong client relationships and manage accounts effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the UK mortgage industry and your proactive approach to customer service. Mention how your skills align with OMS's goals and how you can add value to their team.
Showcase Communication Skills: In both your CV and cover letter, emphasise your excellent communication and interpersonal skills. Provide examples of how you've influenced stakeholders or resolved customer queries in previous roles.
How to prepare for a job interview at Onemortgagesystem
✨Know Your Client's Business
Before the interview, research the mortgage industry and understand the specific challenges that brokers and lenders face. This will help you demonstrate your knowledge and show how you can add value to their business.
✨Showcase Your Communication Skills
As a Customer Relationship Manager, excellent communication is key. Prepare examples of how you've effectively communicated with clients in the past, especially in resolving issues or providing training.
✨Highlight Your Problem-Solving Abilities
Be ready to discuss situations where you've identified problems and implemented solutions for clients. This will showcase your proactive attitude and ability to manage multiple accounts effectively.
✨Prepare Questions for Them
Think of insightful questions to ask during the interview. This shows your interest in the role and helps you understand how you can contribute to the company's success.