
Relationship Manager - TPA
- London
- Permanent
- Full-time
- Develop strong relationships with our existing key clients through proactive engagement, effective communication and a deep understanding of our product offering
- Attend and own agenda points at regular business & service review meetings
- Manage relationships with a portfolio of c.40 insurance customers and platform users - developing and owning the relationship to identify opportunities
- Fully understand the customer corporate / organization structure, key ways of operating, key stakeholders and potential whitespace (i.e. where in the company we could offer a service). And to articulate this within Vitesse - to act as a client advocate
- Clear understanding of customer's multi-level strategy and fit to what doing with Vitesse - e.g. how does the company's annual report relate to what the delegated authority teams are doing with Vitesse
- Clear understanding of client's roadmap/strategy, needs and pain-points
- Maintain knowledge of customer sector, payments and platform. Proactively learn/educate in advance of engagement with clients
- First point of contact for strategic / commercial queries for existing clients/user, responsible for coordinating internal processes/resources to get to resolution#
- Engage external stakeholders and key internal stakeholders (e.g. Product, Operations and Development) to ensure that client feedback (e.g. opportunities, issues, gaps) and deeper industry expertise informs our system and process development and strategic / product roadmap (to be the voice of the client).
- Maintain a tracker of all service and product feedback received; to escalate in a timely manner, to identify and prioritize platform/process improvements as part of our product strategy and to enhance our proposition
- Analyse data to: identify payment patterns, ways to optimise payment flow, increase revenue and enhance the Vitesse experience. Coordinates with BD, RM, Ops etc to make this happen
- Collaborate closely with colleagues across the organisation to ensure all customer requirements/needs can be satisfied in an efficient and timely manner.
- Work across Vitesse organisation to ensure client is receiving best-in-class service and to provide strategic solutions which improves their business operations/model
- Deliver new product initiatives to existing customer base and scopes viability of product on a customer-by-customer basis
- Communicating product and service plans and roll out to clients
- Point of escalation for non-contracted TPAs when they feel their queries are not being handled in a timely manner
- Create and develop client presentations and sales pitch materials to support customer conversations.
- Identify & execute on all revenue opportunities across Vitesse's existing user/client base - additional share of wallet, cross-sell, upsell, new geographies
- Share new product initiatives to existing customer base and scoping viability of product on a customer-by-customer basis
- Support the onboarding process for non-contracted TPA - provides the wider picture view and proposition of Vitesse for selected TPA (triaged)
- Deliver engaging overview/demonstration sessions of Vitesse to stakeholders of current clients/users or new non-contracted TPAs - this can be via screen shots on a slide deck vs actual system demo (depends on client request)
- 1-3 years' experience in a related role in sales or account management with a proven track record in growing an existing business portfolio through consultative sales and relationship building.
- Experience within an Insurer and/or a TPA is essential
- Excellent interpersonal, verbal and written communication skills
- Proven ability to manage multiple tasks, projects and deadlines simultaneously.
- Proficient computer skills, especially Microsoft Office applications and Salesforce for effective client management.
- Ability to work effectively in a team environment.
- A can-do attitude and to be able to manage multiple workstreams and prioritize effectively.
- 25 days Holiday per year (increasing by 1 day per years' service, up to 30 days) + Bank Holidays
- Hybrid working arrangements - minimum 2 days in the office, Tuesday - Thursday
- Contributory pension scheme
- Enhanced Parental leave
- Cycle to Work Scheme
- Private Medical Insurance with AXA
- Unlimited access to therapy sessions through our partner, Oliva
- Discounted Gym membership through Gympass
- Financial Coaching with Octopus Wealth
- 2 days of volunteering leave per year
- Sabbatical after 5 years' service
- Life Assurance - MetLife (UK employees only)
- Ongoing Learning and Development to support you reach your career goals