Relationship Manager

Job Description

Relationship Manager

Job Level

P2

Summary/objective

The Relationship Manager is responsible for building and maintaining relationships with isolved's client base while driving adoption of core HCM solutions. This role serves as a trusted advisor, identifying client needs and providing technology solutions that enhance workforce management. By leveraging a consultative approach, the Relationship Manager ensures client satisfaction while contributing to company revenue growth. Additionally, the Relationship Manager collaborates with internal teams to introduce talent solutions that support workforce development and retention strategies.

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.
• Meet and exceed performance metrics related to client engagement, sales activity, and revenue targets.
• Refer clients to appropriate teams for additional solutions such as HR Services, Talent Services, and 401(k) offerings.

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.

Supervision

Normally receives general instructions on routine work, detailed instructions on new projects or assignments.

Experience

Typically requires a Bachelor's degree and a minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work

experience.

Minimum Qualifications

• 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.
• 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.

Work Authorization

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

FLSA Classification

Exempt

Location

Any

Internal Job Title

Relationship Manager

Effective Date

02/03/2025

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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