Careers at comxo

Client Retention Manager


Datchet / Office Based

Hours & Working pattern

09:00 – 17:30 core hours 37.5 hours (flexible to meet business demands)




£27,000 - £30,000 depending on experience

What will you be doing?

An Account Management role where the client base spans a variety of verticals though principally the professional services sector including: legal, financial services, consultancy, and property. 

The role is focussed on ComXo’s strategic, tactical and operational clients where experience of switchboard operations is important in being able to develop long term partnerships through excellent customer engagement achieving business retention targets

Your main responsibilities

  • Managing, retaining, developing, and growing a portfolio of existing clients
  • Undertake regular reviews with client contacts and prepare and plan effectively for all client meetings
  • Ensure agreed actions and initiatives are followed up, managing client expectations
  • Proactively develop and manage relationships with clients across a portfolio of client organisations
  • Serve as the primary point of contact for the customer, co-ordinating and liaising with technical and operational teams to ensure the delivery of best-in-class service
  • Work closely with switchboard to drive efficiencies that benefit the client and ComXo
  • Monitor client trends and insight and Identify opportunities to enhance the service and solution
  • Pre-empt client issues and clients at risk, acting quickly to reassure, rectify and proactively manage to avoid client dissatisfaction
  • Provide feedback into the business on client requirements to enable the development of ComXo solutions
  • Identify opportunities to introduce the client to The Strategic Account Director and/or Director of Sales to develop strategic account plans
  • Undertake effective client reviews, and identify and qualify opportunities using the BANT or CHAMP technique (establish: Budget, Authority, Need, Timeline)
  • Propose solutions, ensuring proposals are aligned to ComXo brand and using appropriate templates
  • Ensure effective follow up processes to enable the best chance of conversion
  • Update company and contact profile information within CRM. And ensure all CRM information is reviewed and updated for client portfolio
  • Maximise and capitalise on cross selling and upselling opportunities
  • Create account development plans to drive efficiency and effectiveness for switchboard and for the client
  • Follow the agreed sales process, engaging with key stakeholders within the business (Solutions, IT, Switchboard & Finance)
  • Ensure effective use of CRM (Salescloud) and ensure sale processes are followed and all activity is tracked
  • Provide accurate forecasting of pipeline to enable the business/finance to forecast

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