Relationship Team Leader
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Key skills for this role
About the Role
As we continue to scale, we are seeking a Relationship Team Leader to join our team and play a key role in driving both client success and team performance.
Key Skills for This Role
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Overview
As we continue to scale, we are seeking a Relationship Team Leader to join our team and play a key role in driving both client success and team performance.
This role combines hands-on relationship management with team leadership, ensuring strong client engagement while supporting and developing a team of Relationship Managers to consistently achieve their targets.
If you’re passionate about client relationships, sales performance, and leading high-performing teams in a dynamic environment, we’d love to hear from you.
Team Leadership & Performance Management
- Lead, coach, and develop a team of Relationship Managers to achieve and exceed sales and revenue targets.
- Set clear objectives, KPIs, and performance expectations, ensuring alignment with overall business goals.
- Monitor team performance, providing regular feedback, guidance, and support to drive continuous improvement.
- Conduct regular 1:1s, pipeline reviews, and performance evaluations.
Client Relationship Management
- Maintain a strong understanding of Lendo’s products and services, acting as a point of escalation for complex client needs.
- Support the team in building and maintaining strong relationships with prospective and existing clients.
- Engage directly with key clients where required to strengthen relationships and drive business growth.
Business Development & Revenue Growth
- Drive the team’s business development efforts, ensuring a strong and consistent pipeline of new opportunities.
- Identify market opportunities and guide the team in targeting high-potential clients.
- Support upselling and cross-selling strategies to maximize client value and revenue generation.
Sales Strategy & Execution
- Ensure effective pipeline management across the team, tracking progress against targets.
- Analyse performance data and provide actionable insights to improve conversion rates and overall efficiency.
- Work closely with senior leadership to refine sales strategies and optimize processes.
Client Needs Assessment & Solutioning
- Guide the team in understanding client needs and delivering tailored financial solutions.
- Ensure a high-quality client journey from onboarding through to ongoing account management.
Problem Resolution & Client Satisfaction
- Act as an escalation point for complex client issues, ensuring timely and effective resolution.
- Maintain high standards of client satisfaction and long-term relationship retention.
Qualifications
- Proven experience as a Relationship Manager or similar role within financial services, FinTech, or a related industry.
- Previous experience leading or mentoring a team is strongly preferred.
- Strong understanding of financial products and services, with the ability to quickly adapt to new solutions.
- Demonstrated ability to meet or exceed sales and revenue targets, both individually and at a team level.
- Excellent leadership, communication, and interpersonal skills.
- Strong organizational and analytical skills, with the ability to manage multiple priorities.
- A proactive, results-driven mindset with a focus on continuous improvement.
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