Join Charities Trust and help power purposeful giving
We’re looking for a proactive, commercially astute, and relationship-driven Client Relationship Manager to join our Operations team. You’ll play a pivotal role in supporting our partners, charitable foundations, and key/growth clients, acting as the trusted face of Charities Trust and ensuring they receive an exceptional, high-touch service that strengthens long-term retention and value.
In this role, you’ll combine relationship management with commercial judgement, technical confidence, and strategic thinking to deliver outstanding outcomes for our portfolio of clients and for Charities Trust.
What you’ll do
As a Client Relationship Manager, you will:
· Own, manage, and strategically grow a portfolio of partner, foundation and key/growth clients.
· Build strong, long‑term relationships with senior client stakeholders.
· Deliver a high‑quality, high‑touch service model that drives retention, satisfaction, and demonstrable value.
· Partner with Business Development to ensure frictionless onboarding and smooth handovers from prospect to active client.
· Diagnose, coordinate, and resolve client issues end‑to‑end, ensuring clarity, speed, and transparency.
· Lead confident conversations on technical requirements, APIs, data flows, integrations, and system workflows.
· Translate client needs into clear internal requirements and collaborate with Operations, Technology, Finance, and Compliance for successful delivery.
· Identify commercial opportunities, support renewal cycles, assist with proposals, and contribute to pricing or contract discussions.
· Maintain a deep understanding of each client’s objectives, risks, commercial constraints, and growth potential.
What you’ll bring
We’re looking for someone who brings:
· Proven experience in client success, account management, or relationship management within a service‑led environment.
· Strong commercial awareness — understanding how decisions impact revenue, retention, and long‑term value.
· Confidence engaging in commercial conversations, from pricing adjustments to value‑based renewals.
· Ability to balance client advocacy with Charities Trust’s commercial priorities, ensuring sustainable outcomes for both.
· Technical confidence to discuss APIs, integrations, data structures and system processes clearly with both technical and non‑technical stakeholders.
· Excellent communication skills – clear, adaptable, empathetic, and confident presenting.
· Exceptional organisation and attention to detail, managing multiple clients and priorities effectively.
· A collaborative approach, partnering with internal teams across Operations, Technology, Finance and Compliance.
· A client‑centric mindset focused on service excellence, long‑term relationship building, and delivering measurable value.
Desirable:
· Experience working with charities, foundations, fintech, payments, or technology-enabled services.
· Background supporting regulated organisations.
Why join us?
At Charities Trust, your work directly supports the relationships that enable impactful charitable giving at scale. You’ll be part of a supportive, collaborative, hybrid team (2 days in the office), working with purpose-driven colleagues. This is a chance to make a meaningful difference, both to our clients and to the causes they support.
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