Lead, Relationship Management

Job Description

Lead, Relationship Management

P3

Summary/objective

The Lead, Relationship Management is responsible for driving adoption of isolved's core HCM solutions while serving as a peer resource within the Relationship Management team. In this role, the Lead manages a smaller, focused book of business and maintains an individual sales quota. In addition to client responsibilities, the Lead supports onboarding and development for a small group of newer team members by modeling best practices and providing informal mentorship. This role does not include direct reports or responsibility for others' sales performance, but plays a key role in promoting consistency and effectiveness across the team.

Core Job Duties

• Support and guide Relationship Managers in executing consultative client engagements, offering peer coaching and reinforcing sales methodology
• Champion best practices for identifying upsell and cross-sell opportunities within the existing client base, including core HCM and talent solutions
• Act as a process owner by identifying inefficiencies, proposing improvements, and supporting the rollout of new initiatives within the Relationship Management team
• Collaborate with Sales Enablement, Product, and Marketing to ensure consistent messaging and alignment between go-to-market strategy and client experience
• Serve as a subject matter expert on isolved's HCM solutions, contributing to training, tool development, and client-facing resources
• Monitor trends in client feedback and internal performance data to identify gaps, recommend solutions, and support continuous improvement efforts
• Act as a liaison between Relationship Managers and internal teams to support streamlined operations and a unified approach to client success
• Assist in onboarding new team members by sharing knowledge, tools, and guidance to accelerate ramp-up and adoption of best practices
• Help track and interpret performance indicators across the team to identify success drivers and inform team strategy discussions

Job Complexity

Has substantial understanding of the job and contributes to the development of concepts and techniques. Applies knowledge and skills to complete complex tasks in creative and effective ways.

Interaction

Consistently works on complex assignments requiring independent action and a high degree of initiative to resolve issues. Makes recommendations for new procedures.

Supervision

Acts independently to determine methods and procedures on new assignments. Exercises initiative and judgement in completing recurring assignments. Often acts as a facilitator and team leader.

Experience

Typically requires a minimum of 6+ years of related experience.

Scope

N/A

Discretion

N/A

Minimum Qualifications

• Bachelor's degree in business, human resources, or a related field, or equivalent work experience
• 3–5 years of experience in relationship management, client success, or account management, preferably within the HCM or SaaS industries
• Demonstrated success in peer leadership, enablement, or informal mentorship roles within a sales or service environment
• Strong consultative communication skills with the ability to translate client needs into solution recommendations
• Proficiency with CRM systems, sales tools, and data analysis to support client lifecycle management
• Comfort working across multiple departments in a highly collaborative and fast-paced environment
• Proactive problem-solving mindset and a passion for improving client outcomes and team performance

Physical Demands

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds.

Travel Required

Yes, up to 15% domestic travel may be required.

Work Authorization

Employee must be legally authorized to work in the United States.

FLSA Classification

Exempt

Location

Any

Effective Date

06/26/2025

Internal Job Title

Lead, Relationship Management

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

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