Relationship Manager

Core Job Duties

• Develop a comprehensive understanding of isolved's core HCM solutions and how they benefit clients.
• Assess, clarify, and validate client needs through ongoing relationship management and strategic conversations.
• Provide consultative guidance on HCM best practices, talent management, and technology adoption to enhance client efficiency.
• Communicate the benefits of isolved's core solutions in an engaging and accessible manner.
• Identify and drive upsell opportunities, including talent solutions, while maintaining strong client relationships.
• Collaborate with internal support and operations teams to ensure a seamless client experience.

Job Complexity

Developing professional expertise. Beginning to focus on attaining proficiency in one or more areas of their role. Applies company policies and procedures to resolve a variety of issues. Interaction Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Builds productive internal/external working relationships.

Experience

• A high school diploma or equivalent is required; a bachelor's degree in business, human resources, finance, or a related field is preferred.
• At least 3-5 years of experience in sales, account management, or client services, preferably within HCM technology, financial services, or a related industry.

Qualifications

• Proven ability to consult with clients, identify needs, and effectively sell solutions that drive business value.
• Strong understanding of industry-specific concepts, regulations, and best practices relevant to the role.
• Excellent written and verbal communication skills with the ability to engage clients and simplify complex topics.
• Demonstrated success in building and maintaining client relationships while identifying upsell and cross-sell opportunities.
• Experience working with CRM systems and sales enablement tools.
• Ability to work independently while collaborating effectively with internal teams to ensure client success.
• Results-driven mindset with a passion for delivering an outstanding customer experience.
• Adaptability to a fast-paced, evolving sales environment with a commitment to continuous learning and improvement.

Physical Demands

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift to 15 pounds.
• Travel Required Yes, up to 15% domestic travel may be required.