Client Partner Team Leader

First Intuition

Lead Client Partner Team at First Intuition, ensuring smooth delivery of apprenticeship programs and client management. Utilize HubSpot CRM and oversee onboarding and compliance processes.

Posted 6/27/2026full-timeBristol • 🇬🇧 United KingdomSeniorWebsite

About the role

Key responsibilities & impact

Lead and manage the Client Partner Team, including allocation of key client accounts and ensuring appropriate cover during periods of leave.
Oversee the effective use of HubSpot CRM across the South West region, collaborating with the Management Team and wider FI South Ltd teams to ensure consistency and best practice.
Ensure robust onboarding plans are in place for all key client cohorts, with all new sign-ups completed and confirmed at agreed pricing a minimum of 10 working days prior to the First Day of Learning.
Liaise with the Compliance Team to forecast and manage incoming workload.
Drive high standards of data accuracy within the team, minimising audit errors across all sign-up activity.
Produce and deliver weekly onboarding reports to management, working closely with Compliance to track progress against key milestones.
Lead on Huddles and Weekly Team Meetings, maintain the sign-up dashboard and ensure 'red flags' are reviewed and resolved.
Manage learner progression at Level 3 to Level 4, engaging with clients through review meetings and appropriate communication channels.
Contribute to and support wider FI Group projects relevant to the role and business priorities.

Requirements

What you’ll need

Experience of MS office suite (Word, Excel, PowerPoint, Lists, Forms)
Excellent attention to detail and good level of written English
Effective communicator with excellent interpersonal skills
Confident and professional
Strong organisational, problem solving and time management skills
Able to influence colleagues to ensure that deadlines are met, taking responsibility for this where required
A willingness to be flexible and adjust to change
Ability to remain calm, focused and organised under pressure
Experience of client management and CRM systems
Experience of apprenticeship standards and programmes
Experience of the accountancy and finance sector

Benefits

Comp & perks

Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client ManagementCRM SystemsOnboarding PlansData AccuracyApprenticeship StandardsAccountancyFinanceReport ProductionProblem SolvingTime Management

Soft Skills

Attention to DetailEffective CommunicationInterpersonal SkillsOrganizational SkillsProfessionalismFlexibilityCalm Under PressureInfluencing Skills