Retail Finance Benchmarking – Relationship Manager

What you’ll be doing

This is an exciting opportunity to join the Retail Finance Benchmarking Group as a Relationship Manager. In this role, you will get the opportunity to work with some of the biggest and brightest retail finance brands in the UK.

The Retail Finance Benchmarking Group maintains a number of databases serving the UK’s retail finance sector. The majority of the UK’s major retail banks, building societies and challenger fintechs are members of our services and provide current account, savings, unsecured personal loans and mortgage data to us on a weekly and monthly basis.

The monthly data is enriched with CACI’s customer segmentation and location intelligence capabilities, and returned to each member, together with a pooled, anonymised view of the rest of market. This makes us an independent, objective source of information – and enables each member to understand its performance in the context of the market, informing their decision making across product, pricing, marketing, strategy and risk. Our weekly reporting services provide the earliest possible insight into the market’s reaction to those decisions, and highlight where new opportunities may lie.

We further support our members use of the databases by providing weekly commentaries, tailored dashboards and presentations, running insight workshops, and answering ad hoc data analysis queries – adding further value and reinforcing the logic of annual membership renewal.

As one of three Relationship Managers in the Retail Finance Benchmarking team, your role is key to our success, and you will get the opportunity to work across a broad range of clients and projects. The role will consist of securing revenue from your allotted accounts by ensuring annual renewal to our services, as well as increasing revenue through upselling additional services or ad-hoc projects and securing new members to the services. In addition, a particular focus of the role will be creating and sharing relevant market insights with our members, which you will identify from our both our datasets as well as your understanding and knowledge of relevant industry trends.

You will proactively and reactively engage with a variety of execs across our member organisations on a weekly basis, both in person and via Teams/Zoom or telephone, to develop and maintain long term partnerships, and to drive value into a variety of business functions within their businesses through sharing insights.

Key responsibilities

Commercial Responsibilities

• Ensuring renewal of all existing database contracts for your nominated accounts, achieved through regular, value-added contact, and developing strong relationships with our clients’ key budget holders and decision makers
• Negotiating with procurement and legal teams to finalise commercials
• Meeting the RFB team annual profit target
• Broadening contact base in member accounts and establishing regular executive contact
• Travelling to member organisations nationwide, as required
• Encouraging existing members to adopt membership of all databases, wherever applicable
• Generating additional ‘project’ revenue in existing accounts
• Hosting portal training sessions, demonstrating how to interrogate the data
• Taking client requirements for ad hoc requests and effectively briefing these into the Data and Viz teams
• Targeting new prospects and converting to membership
• Work with colleagues in the wider CACI sales team to present a unified view to the customer to aid colleagues in leveraging additional revenue
• Liaise with CACI’s Information Security colleagues to support member audit and security questionnaires

Insight responsibilities

• A key part of the relationship manager role is the regular development of insights from our weekly and monthly datasets across the Savings, Mortgages, Current Accounts and Personal Loan markets, which you will share with customers via a variety of forms.
• Identifying market trends and insights to share with clients in a variety of forms (in person/Teams/Zoom)
• Driving the content for CACI’s annual conference / webinar presentations
• Presenting at CACI’s annual member conferences / webinars
• Collaborating with your line manager and colleague Relationship Managers to produce a roadmap of insightful content you can share with our members

Who you are

• A strong formal presenter, comfortable interpreting data, providing insights and delivering training
• Commercially astute with the ability to see the bigger picture whilst managing priorities, and with the skills to effectively work with cross functional teams (Data & Viz)
• Strong industry knowledge of one or more of the categories we work in (Savings market, Mortgages market, Current Accounts market, Personal Loans market)
• An excellent communicator, capable of engaging and empathising with senior client personnel in one-to-one meetings
• A self-disciplined, results-driven and energetic person who works well under pressure
• Capable of dealing with member organisations at all levels (director, controller, manager, analyst, project manager) and disciplines (marketing, insight, product, operations, technical, IT etc.)
• Experienced in managing blue chip/high profile clients, and maintaining long term commercial relationships
• An excellent eye for detail
• Strong numeracy skills
• IT literate (MS Office environment at a minimum)
• Understanding of, or willing to learn, the basics of Tableau

Eligibility and checks

All applicants must be eligible to work in the UK on a permanent basis. Given the sensitive nature of the financial data we process and hold, the successful applicant will have to pass identity, credit-worthiness and criminal record checks prior to starting work with the team.

What we can offer you

We don’t settle for people that can just do the job, we look for people that are constantly trying to push the boundaries and improve what we do. This is what makes CACI a great team to be a part of.

Innovation is hugely important to us and we guarantee everybody in the business gets to spend 5% of their time innovating and training. If you are an innovative thinker and like to challenge the norm, coming up with new ways of doing things, then you will be surrounded by likeminded people at CACI.

The Retail Finance Benchmarking Group’s goal is to be the best benchmarking consultancy in the retail finance sector, providing top quality insights, using cutting edge, innovative analytical techniques to the UK’s biggest and most exciting retail finance brands. As a member of our team, you will be key to helping us achieve this goal.

Progression

We understand that your career progression is important to you. At CACI people get promoted on merit, when they are ready. This means that your career is completely in your own hands and there is never a ceiling for your progress.

Everyone’s career path is different. We welcome people exploring different areas and trying out new skillsets. Just because you start off down one path doesn’t mean you are committed to it indefinitely. At CACI you have the freedom to carve your own career path.

Flexibility

The key to our success is our teamwork and collaboration and that tends to work best when we are all in the office working together. This role requires you to be in the office or visiting clients for a minimum of 3 days a week.

Development

Your development is key and is a top priority for the team. We offer 3 types of training: externally run consulting courses, externally run bespoke courses and internal courses. Everyone has different training requirements which means everyone has their own training plan. A bespoke training plan will be created for you when you join.

Equal Opportunity Statement

We are committed to creating a diverse environment and are proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

#J-18808-Ljbffr…