What does it mean to be a Relationship Manager?


Job summary

Serves customers by selling products and services; meeting customer needs.

Previous experience selling Market Research, UX/ CX Research, Usability Testing services, Competitive Research/ Reports, or other related products or services is preferred.


general accountabilities

Lead Generation:

  • Cold Calling, attending events, using available resources (data.com, leadership networks, etc.), referrals, etc.
  • Plans and organizes daily work schedule to call on existing or potential sales opportunity.
  • Qualifying leads. Develop a clear understanding of qualification criteria.

Lead Nurturing and Customer Development:

  • Lead owners are responsible for moving leads to customers along the sales process.
  • Must cater to information requests, initiate touchpoints and continue to contact leads until they exit the funnel (via close or loss).
  • Must effectively communicate company value proposition to all prospects as it relates to their custom need. Adjusts content of sales presentations by studying the prospects stated or inferred need.
  • Must manage touch points at appropriate frequency, independently or via campaign, to nurture lead relationship.
  • Close business opportunities to achieve personal monthly and quarterly quotas.

Contribution to Content Development:

  • Generate creative and appropriate thematic material content for marketing to develop.
  • Distribution of relevant content to prospects as necessary.
  • Collect unsolicited or solicited feedback about content and distribute accordingly.
  • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

Account Management:

  • Proposal writing and presentation is required to move contacts from prospect to client.
  • Contract Negotiation must balance meeting prospect needs while ensuring that project margins as set by company yearly are met.
  • Manage client satisfaction by proactively identifying concern and escalating it as necessary to mitigate risk and solve challenges that arise.
  • Ensure sound hand off to research team, with careful attention to detail, ensuring all relevant information critical to success is effectively communicated and documented. Send weekly updates to the Sales Leader.
  • Retain clients to the best of your ability, inquiring about future project work, identifying opportunities for additional partnership.

Strategy and Planning:

  • Responsible for working with the manager to execute current sales plans, evaluate effectiveness and develop approved plans for future initiatives.
  • Monitors competition by gathering current marketplace information on pricing, products, new products, delivery schedules, merchandising techniques, etc.
  • Recommends changes in products, service, and policy by evaluating results and competitive developments.

Documentation and Reporting:

  • Documenting all leads in company CRM systems; ensuring that clear industry and role classification is identified along with contact information.
  • Ensures accuracy of documentation filed, accuracy of information in management dashboards, etc.
  • Keeps management informed by submitting activity and results reports in CRM, raising important or worthy issues, opportunities, etc. and sharing weekly work plans in sales meetings.
  • Conducts monthly market analysis on assigned industries, road shows, etc. to determine best way to prioritize time. Communicates prioritization decisions using clear data.


Job Qualifications

  • Minimum Education: Bachelor’s degree in Business Administration, Usability, Human Factors or related field.
  • Preferred Education: Bachelor’s degree in Marketing, Business Administration Usability, Human Factors or related field.
  • Minimum Experience: 3-5 years selling consultative services.
  • Preferred Experience: 5-8 Years, or equivalent combination of education and experience. And preferably has experience selling Market Research, UX/ CX Research, Usability Testing, Competitive Research/ Reports, or other related products or services.



  • Ability to take initiative and problem solve
  • Ability to present oneself as well as the company in a professional manner
  • Knowledge of applicable laws/policies/principles/etc.
  • Proficient in the use of a personal computer and corresponding programs
  • Interpersonal skills and customer service skills required
  • Lead/Guidance Skills
  • Budget control and development
  • Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives
  • Problem Solving - Identifies and resolves problems time efficiently; Gathers and analyzes information; Develops solutions; Works well in group problem solving situations; Uses reason
  • Oral Communication - Speaks clearly and persuasively; Listens and gets clarification when necessary; Responds informatively to questions; Demonstrates group presentation skills; Participates in meetings
  • Written Communication - Writes clearly and concisely; Edits work; Varies writing style to meet specific needs; Presents numerical data effectively; Able to read and interpret written information
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality
  • Multi-tasking - Ability to manage multiple projects and work assignments simultaneously
  • Troubleshooting - Be proactive and exhibit the ability to troubleshoot and to provide solutions
  • Professionalism - Must master team communication before next promotion
  • Time Management - Provides updates and learns how to manage deadlines



  • English Language
    • Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Mathematical
    • Ability to calculate figures as required to effectively negotiate contracts and ensure profit margin.
    • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
  • Administrative
    • Assemble and organize numerical data
    • Research information
    • Use digital spreadsheets
    • Use project management solutions (e.g. Asana, Harvest)
    • Proficient using the latest versions of Microsoft Word, Excel, and PowerPoint
  • Machine
    • Computer Network
    • Personal Computer


Are you stellar at this particular set of skills we're looking for?

Get our attention by sending a copy of your resume with a brief email or cover letter letting us know why you are the best candidate for the job and your salary requirements. Prove that you actually read this document by sending it all to jobs@keylimeinteractive.com

Make sure to include in the subject line the position you are applying for.

Good luck! We're excited to see what you got.


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