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- Tasks: Manage client relationships and ensure successful use of our M&A solutions.
- Company: With Intelligence is a leading provider of market insights for the M&A community.
- Benefits: Enjoy flexible working, wellness days, and a fantastic bonus structure.
- Why this job: Join a vibrant team and make a real impact in the finance sector.
- Qualifications: 3+ years in relationship management or customer success, ideally in finance.
- Other info: Hybrid working and a fun, social office environment await you!
The predicted salary is between 36000 - 60000 £ per year.
SPS by With Intelligence is an award-winning provider of market intelligence for the M&A community. We help our private equity, corporate development, lender, and advisory clients navigate the competitive and opaque world of M&A deal origination to prioritise relationships, streamline internal processes, and improve overall firm performance.
The Role:
- Owning the client relationship and being the face of the product on key day-to-day interactions with existing private equity clients.
- Communicating the SPS solution and articulating how the portal transforms deal sourcing for private equity and other M&A participants.
- Understanding your clients’ requirements and industry challenges and being their trusted advisor and post-sales success leader.
- Creating account specific engagement plans for clients that outline their metrics for success and delivering scheduled strategic review sessions with key contacts.
- Ensuring full adoption of the SPS portal across your clients’ organisations and maximising value for them to secure year on year retention.
- Collaborating with other internal teams such as Client Strategy & Data Insights, Account Management/Sales, and Marketing to ensure client success.
- Developing a thorough understanding of the SPS solution and M&A/Private Equity landscape.
Minimum Requirements:
- 3 years plus experience as a Relationship Management or Customer Success Professional with onboarding/implementation responsibilities, or as a Consultant with a SaaS provider – ideally with a finance focus.
- Excellent communication and interpersonal skills, with the ability to work closely with clients and cross-functional teams.
- Strong problem-solving skills and attention to detail.
- Willingness to work some later hours to accommodate US based clients.
- Prior knowledge of the M&A and Private Equity landscape a big plus.
Benefits:
- Excellent bonus structure
- 24 days annual leave rising to 29 days
- Enhanced parental leave
- Medicash (Health Cash Plans)
- Wellness Days
- Flexible Fridays (Opportunity to finish early)
- Birthday day off
- Employee assistance program
- Travel loan scheme
- Charity days
- Breakfast provided
- Social Events throughout the year
- Hybrid Working
Our Company:
With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join. As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful individuals to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services.
If you are interested so far in what you have read, please apply, we look forward to hearing from you. We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.
Relationship Manager employer: With Intelligence
Contact Detail:
With Intelligence Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager
✨Tip Number 1
Familiarise yourself with the M&A and Private Equity landscape. Understanding the key players, trends, and challenges in this sector will help you engage more effectively with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the M&A and finance sectors. Attend industry events or join relevant online forums to connect with individuals who can provide insights or even refer you to opportunities at With Intelligence.
✨Tip Number 3
Prepare to discuss your experience in relationship management and customer success. Be ready to share specific examples of how you've successfully onboarded clients and ensured their satisfaction, as this is crucial for the role.
✨Tip Number 4
Showcase your problem-solving skills during the interview process. Think of scenarios where you've had to address client issues or improve processes, as this will highlight your ability to thrive in a dynamic environment like With Intelligence.
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Relationship Manager at SPS by With Intelligence. Familiarise yourself with their services and how they support clients in the M&A landscape.
Tailor Your CV: Highlight your relevant experience in relationship management or customer success, especially if it involves SaaS or finance. Use specific examples that demonstrate your problem-solving skills and ability to work with cross-functional teams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the M&A and Private Equity landscape. Explain how your background aligns with the role and how you can contribute to client success at SPS by With Intelligence.
Showcase Communication Skills: Since excellent communication is key for this role, ensure your application reflects your interpersonal skills. Use clear and concise language, and consider including examples of successful client interactions or strategic reviews you've conducted.
How to prepare for a job interview at With Intelligence
✨Understand the M&A Landscape
Before your interview, make sure to brush up on your knowledge of the M&A and Private Equity landscape. Familiarise yourself with current trends, key players, and recent deals. This will not only show your interest in the role but also demonstrate your ability to engage in informed discussions with potential clients.
✨Showcase Your Communication Skills
As a Relationship Manager, excellent communication is key. Prepare to discuss examples from your past experiences where you successfully managed client relationships or resolved conflicts. Highlight your ability to articulate complex ideas clearly and how you've tailored your communication style to different audiences.
✨Prepare for Problem-Solving Scenarios
Expect to be asked about how you would handle specific client challenges or scenarios. Think of examples where you've had to solve problems creatively or adapt to changing client needs. This will showcase your strong problem-solving skills and attention to detail, which are crucial for this role.
✨Demonstrate Team Collaboration
Collaboration with internal teams is essential in this position. Be ready to discuss how you've worked with cross-functional teams in the past. Share specific instances where your collaboration led to successful outcomes for clients, emphasising your ability to work well with others to achieve common goals.
