Client Partner

• Oversee and lead client projects, effectively project managing challenging technical advice
• managing and building client relationships
• delivering strategic advisory services across private client
• Be a vital part of the management team who is involved with day-to-day team operations, ensuring internal and external targets and deadlines are met, including supporting the leadership team in setting and delivering the strategic objectives of the department
• Play an active role in the development and growth of the firm by identifying and progressing opportunities to promote the business in the marketplace, seeking new opportunities and securing new work, with the support of the business development team work
• Be recognised as a “go to” technical expert in all areas of private client advice, such as Inheritance Tax, Trusts, Estates, succession planning and shareholder transactions and present as a specialist both internally and externally
• Review and sign off complex Self Assessment Tax Returns
• Liaise with external advisors as appropriate to deliver high level tax advice
• Provide quality briefing to staff on delegation of work, with appropriate and ongoing support
• Continually and independently develop technical expertise to maintain market leading specialist client service, sharing technical expertise with clients and wider market
• Take responsibility for sharing technical expertise across the team and wider firm to both manage and facilitate development of connected service lines
• Build practical solutions, offers recommendations and be able to demonstrate to clients the value of this work, with due regard for risk
• Actively maintain long standing, trusted client relationships on behalf of the firm

Private Client Tax Advisory Manager/Senior Manager

• Responsible for leading strategic initiatives for major accounts
• Develops and implements advanced sales strategies tailored to meet complex client needs and objectives
• Manages high-value accounts with multiple buying locations, including international
• Cultivates high-level client relationships, addresses complex challenges, and identifies significant growth opportunities across accounts.

Client Partner – EMEA, Energy, Utilities, Telecom & TTL

• Manage a varied portfolio of private clients, acting as their primary point of contact.
• Deliver personal tax compliance and contribute to advisory work.
• Ensure all client work is completed in line with agreed budgets and internal standards such as The KR Way and Life of a Tax Return.
• Develop and maintain up-to-date technical knowledge through training, research, monitoring changes in legislation and HMRC policy.
• Liaise with internal teams on client matters and build your internal profile among partners and directors across service lines.
• Attend client meetings and play a key role in relationship and workflow management.
• Monitor work-in-progress (WIP) and manage client billing effectively.
• General advisory opportunities within your portfolio by building your relationships with clients. This may be in private client tax or more broadly across the firm’s service offering.
• Support one-off compliance and advisory assignments as needed.
• Supervise junior members of the team involved in the delivery of private client tax work.

Private Client Tax Assistant Manager

• At Inovus, we help organisations unlock the full potential of Data & AI through strategic advisory, consulting and delivery. We partner with enterprise clients to solve complex business challenges, helping them turn ambition into measurable outcomes through pragmatic, commercially focused transformation.
• We're looking for a Principal Client Partner to help shape the next stage of our growth. This is a strategic, client-facing role where you'll lead the acquisition and development of enterprise accounts, working with some of the world's most recognised organisations to define and deliver high-impact Data & AI programmes.
• Owning the full sales cycle, you'll build relationships with senior stakeholders including CIOs, CTOs, CDOs, Transformation Directors and business leaders, identifying opportunities, shaping propositions and creating commercially robust solutions alongside our Delivery and Pre-Sales teams.
• This role goes beyond winning new business. You'll play a key part in refining our go-to-market strategy, developing propositions, influencing commercial direction and helping establish the foundations for future growth. Working within an entrepreneurial environment, you'll have the opportunity to shape both your market and the future of Inovus as one of our early commercial leaders.
• Our approach is simple. We start with business outcomes, not technology. We focus on solving meaningful problems, delivering measurable impact and building long-term partnerships through high-quality consulting and delivery.

Principal Client Partner

• Own the client relationship for assigned contracts
• Proactively anticipate needs and flag emerging issues
• Manage contract governance and compliance
• Know the SLAs, the KPIs, the contractual commitments
• Maintain up-to-date contract documentation and risk records
• Chair regular client reviews; present performance and forward plans
• Act as the early warning system for referral volumes
• Renew preparation: compile performance evidence and identify growth opportunities
• Coordinate across functions to deliver against contract specifications
• Produce weekly operational reporting for contracts

Client Operations Manager

• As a Client Partner, you will be responsible for growing a portfolio of strategic accounts within one of our Industry Sectors.
• You’ll develop a strong understanding of the challenges faced by your clients and work with a multidisciplinary account/pursuit team to support your client to overcome them.
• You will report to our Industry Director for Central and Devolved Government and lead on the creation and execution of a strategic account plan for each of your clients and work with the account teams and staff on the ground to ensure we’re making strong progress towards our strategic growth goals in your accounts.
• You’ll develop a razor-sharp understanding of your clients business problems, public sector challenges, department policies and Made Tech’s value proposition and be able to communicate this effectively to audiences of varying levels of digital and technology maturity.
• You will be expected to identify specific sales opportunities within your accounts and to proactively take new ideas to your clients as well as network, gain referrals and outreach to key stakeholders in your target client portfolio.
• You’ll lead on the qualification, pursuit and capture of these opportunities and will personally hold a multi-million pound annual sales target, which depending upon client portfolio, will range from £10M to £25M.
• You’ll be expected to identify senior stakeholders, build strong strategic relationships and become a trusted and valued partner.
• You will be expected to continually build your network and our influence within the client's organisation.
• You will expect to develop your network, find and win new opportunities by gaining referrals, building and extending your relationships across the public sector and at all times be a trusted advisor to your clients.
• Working in conjunction with Finance, you’ll manage account profitability and take the lead on the commercial negotiation of rate cards and contractual terms, to ensure they are inline with the wider business guidelines.

Client Partner – Central Government

• Build relationships with B and C-Level Executives to gain a deep understanding of customers’ business and goals/KPIs;
• Proactively educate clients about industry developments and potential impacts to their business and online strategy;
• Provide clients with strategic insights, analytics and recommendations regarding their assets managed by CSC;
• Serve as primary point of contact for account, and partner with CSC operational teams to ensure all requests and projects are completed on time and on budget;
• Manage customer relationships to ensure retention and satisfaction in assigned accounts;
• Partner with Sales to develop and execute on account plans;
• Identify and help develop additional client contacts within assigned accounts:
• Identify and generate new Sales leads;
• Provide budget projections and conduct contract and price negotiations for assigned accounts;
• Develop and conduct effective client presentations and Business Review meetings either in-person or via Microsoft Teams;
• Maintain thorough up-to-date notes, leads, quotations, and contracts through CRM system;
• Keep up to date on industry news;
• Network by attending industry specific events and trade shows and/or conducting company-sponsored webinars;
• Sharing sales, product knowledge and ideas with other team members

Client Success Manager

• Own the full sales cycle – from prospecting to close and expansion. You’ll generate 75%+ of your pipeline through strategic outbound and identifying intent signals to position MAI as the growth multiplier for eCommerce brands.
• Become a domain expert in performance marketing and AI agents. Through MAI’s product training and direct client engagement, you’ll deeply understand how AI optimizes campaigns, budgets, and ROAS for customers.
• Act as a trusted advisor to marketers, understanding how they think about growth and profitability, and guiding them through the transformation as they leverage AI to expand capabilities and free up resources to tackle other strategic objectives.
• Collaborate cross-functionally with product, ops, and marketing to share customer feedback, influence roadmap priorities, and co-develop scalable GTM processes.
• Maintain CRM excellence, documenting learnings, activities, and performance data to continuously improve targeting and efficiency.

Founding Client Partner

• Identify sales and services opportunities for an assigned book of business and manage ongoing engagements with customers throughout the services sale lifecycle.
• Present deployment methodology and make recommendations on phased approaches to deployments.
• Develop strategic account plans to meet assigned revenue target.
• Partner with the internal Sales team to identify and close new business opportunities.
• Develop comprehensive SOWs, including communicating what would be required in terms of cost, time, and resources to deploy an implementation to client specifications.
• Lead discovery workshops to understand client business issues and gain a shared understanding of the project and develop a design direction.
• Build productive partnerships with internal stakeholders of the PS, Product Management, Support Services, and Sales teams.
• Responsible for helping to establish referenceable clients for Kinaxis.
• Build and maintain effective relationships with partner organizations who are engaged in sales, or deployment of, Kinaxis’ solutions.
• Be the deployment trusted advisor for customers and partners.

• Own the global account relationship across 12+ sub-brands and multiple regions. Stay organised across a volume of comms, briefs, and stakeholders that is genuinely unusual.
• Orchestrate cross-functional teams: creative, paid media, creator partnerships, and product. You are the connective tissue. If something drifts, you see it early and fix it.
• If something drifts (performance, scope, relationship, or timeline) you see it early and fix it. No surprises. Steady, organised ownership.
• Lead the Relationship. Own client relationships across product launches, seasonal campaigns, and always-on programmes. Multi-thread across their teams. Build trust at every level. Have direct conversations when performance needs to improve.
• Turn Insight into Strategy. Translate campaign data into clear, executive-level recommendations using AI to move from raw numbers to narrative faster. Present performance against KPIs (engagement, EMV, sales lift, affiliate impact) and explain what it means.
• Own Delivery End-to-End. Lead client onboarding for new briefs: build decks, verify SOW accuracy, coordinate internal teams, demo the platform. Manage timelines, scopes, budgets, and execution across our full product suite, including Always-On creator partnerships, Pulse campaigns, Makers (CGC), Amplify+ (paid boosting), Seeding+, and License+. With 6+ briefs running simultaneously, operational precision is everything. Keep work on-brand, on-time, and within margin.
• Protect & Grow Revenue. Lead post-campaign analysis: run internal post-mortems, build PCA decks, present performance narratives. Own exec-ready reporting (QBRs/EBRs). Reporting should inform decisions, not just recap them.
• Keep the System Tight. Keep tracking clean. Watch capacity. Fix what's inefficient. Make sure client feedback doesn't get lost. Feed client insights back into product development.
• Feed Insight Back into Product. Surface client needs, pain points, and feature requests back into the product team. You are the closest person to how the client actually uses the platform.

Senior Client Success Manager – Influencer Marketing

• Lead the Personal and Trust Tax compliance service
• Review and sign off Personal and Trust Tax Returns
• Deliver advisory work covering Trusts, Inheritance Tax, CGT, offshore trusts and international tax matters
• Oversee 60-day CGT Returns, Trust Registration Service, Trust IHT Returns and CRS reporting
• Liaise with HMRC, clients and professional advisers
• Manage complex client relationships and risk
• Lead, coach and develop the Private Client & Trust Services team
• Manage workflow, WIP, billing, recoveries and utilisation
• Support recruitment, appraisals and training
• Drive continuous improvement and quality standards
• Support the growth of the department through networking and client development
• Contribute to technical marketing and leadership initiatives

Senior Tax Manager – Private Client

• Join a high‑performing procurement team, working across a broad portfolio of strategic initiatives including acquisition activity, major change programmes, and cost optimisation efforts.
• Operate across the team with flexibility, supporting priority engagements and driving delivery across multiple workstreams in a dynamic, fast‑paced environment.
• Play a key role in leading and supporting procurement‑led programmes, bringing strong sourcing or Third‑Party Risk Management expertise, while partnering with senior stakeholders across the business.
• Navigate complexity, influence at senior levels, and contribute to the delivery of transformation outcomes across procurement and wider business initiatives.

Procurement Client Partner

• Identify and prioritize potential partners aligned with Equifax UK's strategic objectives and target markets
• Develop and implement joint go-to-market strategies with partners to drive revenue growth
• Build and maintain strong, long-term relationships with key partner stakeholders
• Develop and execute joint business plans and conduct regular partner performance reviews
• Collaborate with sales and marketing teams to create compelling partner joint value propositions
• Negotiate and manage partner agreements
• Stay abreast of industry trends, competitor activity, and emerging technologies

Partner Development Director

• Attend client meetings alongside Advisers where required, or review detailed meeting notes, to accurately interpret client objectives, financial position, and advice requirements, ensuring all necessary information is captured and validated.
• Act as the first line of quality control within the advice process, identifying and resolving any information gaps, inconsistencies, or risks before cases progress further.
• Prepare and create high quality suitability reports for new business, fund switches, and all client advice outcomes, ensuring alignment with regulatory and internal standards.
• Create and maintain accurate and complete client records across systems (including iBusiness, Salesforce, the Confidential Financial Review, illustrations and Monday.com), ensuring consistency between advice and client data.
• Produce illustrations, run calculations, and gather technical information required to support robust and suitable advice recommendations.
• Prepare and submit pre-sale and triage cases, ensuring all documentation and supporting information is complete, accurate, and clearly presented to enable efficient approval.
• Own and manage case progression, working collaboratively with Advisers, Client Executives, Paraplanners, and external providers to resolve queries, maintain momentum, and meet agreed timelines.

Client Case Manager

• Engaging with inbound enquiries through digital platforms.
• Conducting structured introductory conversations via phone or Zoom.
• Providing accurate information using established systems and processes.
• Supporting individuals through the initial stages of their journey.
• Participating in ongoing learning and professional development.

Talent & Client Success Partner

• 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.

Client Partner Team Leader

• Manage a portfolio of private clients, ensuring advisory needs are addressed.
• Act as the key point of contact for clients, developing strong, long-term relationships
• Review and oversee the preparation of self-assessment tax returns, IHT, CGT, and trust returns
• Deliver bespoke tax planning solutions including inheritance tax, estate planning, residency, domicile, and succession planning
• Lead or support on advisory projects alongside partners
• Supervise, support, and develop junior members of the team
• Stay up to date with current legislation and communicate changes internally and to clients

Private Client Tax Manager

• Maintain a deep understanding of Attentive’s solution and be able to articulate its value to partners and their customers
• Build and manage a tactical plan with a specific portfolio of partners
• Own relationships at all levels of partner organizations with the goal of driving as much qualified business as possible into Attentive’s sales pipeline
• Proactively source and support co-selling opportunities with partners
• Provide agency partners with ongoing sales and product enablement training
• Work with corresponding Sales team members assigned to partner sourced opportunities to ensure seamless co-selling and accurate tracking
• Identify and develop joint “go-to-market” strategies and lead generation opportunities
• Work with Marketing team to support these GTM opportunities
• Network at local/virtual partner events

Strategic Agency Partner Development Manager

• As a Client Partnerships Exec, you will be responsible for taking ownership of all scales of new client opportunities with a focus on larger enterprises from prospecting and initial contact through to close
• You will Build great relationships - Really get to know and understand CIO/CDO/CTO/CEOs. Help them solve their key problems and challenge their thinking and approaches to digital and software development.
• Understand the tech and professional services landscape - Bring a wider business and technology perspective. Know the technical and business landscapes, including where the challenges and opportunities lie.
• Win new clients as part of a team - Take the lead on opportunities from campaign planning and prospecting, through initial contact to close. Navigate complex environments, pulling together multiple strings to close effectively. Working as one of a small BD team in the region with accountability for an annual target.
• You will be measured with a clear focus on the number and quality of new clients won by yourself and the team. You will need to close clients that achieve in the region of £3-6m of revenue each year for AND’s 200+ person team in the region.

Client Partnership Director

• Organising and attending a number of client meetings; creating and contributing to presentations, ensuring meeting notes are distributed in a timely manner
• Being a key point of contact within the agency for clients across a number of projects whilst converting strong and influential relationships into meaningful partnerships
• Managing client expectations through on-going dialogue and honest discussions
• Being responsive to client needs and requests, whilst balancing great service with the needs of the agency
• Being flexible and adaptable to circumstances, proposing solutions with ease
• Beginning to negotiate simple fee and timing discussions with the support of senior team members
• Writing and/or overseeing the timely distribution of agendas, contact reports, status reports, timelines and other client facing documentation
• Confidently presenting and discussing briefs, feedback, proposals and financials with the client team
• Confidently talking about the industry, current category and market trends to provide ideas and inspiration to grow our client's business
• Keeping your eyes and ears to the ground; continually seeking out new opportunities and relationships
• Reporting into your Client Director on a day-to-day basis while working with and supporting the wider team as required
• Managing the delivery of design projects and workflow, ensuring work is completed to the highest standard whilst meeting client timelines and budgets
• Leading the day-to-day project deliverables from the initial briefing through the artwork process, recognising when to elevate any issues or challenges
• Developing and managing project timelines and detailed proposals, which are realistic and effectively meet our client’s needs
• Taking responsibility for ensuring Screendragon is up to date and accurate
• Assisting with the weekly management of billings, forecasting and client purchase orders
• Undertaking desktop research for brief content, audits, presentations and pitches
• Learning from Client Directors and Senior Client Directors to grow client relationships and broaden your understanding of the client service discipline
• Positively contributing to the culture of our agency
• Building unbreakable bonds and working collaboratively with the wider Bulletproof team
• Providing clear and actionable feedback within critiques and briefings, which is supported with appropriate rationale and grounded within the client brief
• Organising and managing individual project wash-ups
• Beginning to utilise our proprietary strategic tools to build stronger briefs
• Working closely with the production team in the delivery of artwork and guidelines
• Proactively generating ideas to inspire members of the wider team
• Utilising and following the Bulletproof processes to deliver best practice ways of working
• Assisting in the development and delivery of client presentations, pitch presentations and new business proposals when required

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