Service Manager

Client Relationship Management

• Own a portfolio of Genius Money clients end-to-end — contractors, employers, compliance clients
• Be the primary point of contact: trusted, responsive, always on
• Conduct regular account reviews, proactively identify needs, and deliver solutions before problems arise
• Build the kind of relationships clients don’t want to leave

Commercial Growth

• Identify and act on upsell and cross‑sell opportunities within your portfolio — compliantly, confidently
• Convert warm referrals and inbound enquiries into new service agreements
• Work alongside the Service Director to onboard new clients smoothly and profitably
• Contribute directly to revenue targets and GP growth — your account performance is your score

Service Delivery

• Manage service delivery to the highest standard, ensuring SLAs are met and exceeded
• Coordinate with payroll, compliance, and finance teams to resolve issues at pace
• Maintain accurate records, documentation, and CRM data — no shortcuts
• Represent Genius Money with professionalism and authority at every touchpoint

Strategy & Collaboration

• Partner closely with the Service Director — complement his strengths, cover his blindspots, and support his vision
• Feed client insight back into the business to drive product and service improvement
• Play an active role in the MTD service launch — this is a ground‑floor opportunity

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