Relationship Team Leader

As we continue to scale, we are seeking a Relationship Team Leader to join our team and play a key role in driving both client success and team performance. This role combines hands-on relationship management with team leadership, ensuring strong client engagement while supporting and developing a team of Relationship Managers to consistently achieve their targets. If you’re passionate about client relationships, sales performance, and leading high-performing teams in a dynamic environment, we’d love to hear from you.

Key Responsibilities:

Team Leadership & Performance Management:

• Lead, coach, and develop a team of Relationship Managers to achieve and exceed sales and revenue targets.

• Set clear objectives, KPIs, and performance expectations, ensuring alignment with overall business goals.

• Monitor team performance, providing regular feedback, guidance, and support to drive continuous improvement.

• Conduct regular 1:1s, pipeline reviews, and performance evaluations.

Client Relationship Management:

• Maintain a strong understanding of Lendo’s products and services, acting as a point of escalation for complex client needs.

• Support the team in building and maintaining strong relationships with prospective and existing clients.

• Engage directly with key clients where required to strengthen relationships and drive business growth.

Business Development & Revenue Growth:

• Drive the team’s business development efforts, ensuring a strong and consistent pipeline of new opportunities.

• Identify market opportunities and guide the team in targeting high-potential clients.

• Support upselling and cross-selling strategies to maximize client value and revenue generation.

Sales Strategy & Execution:

• Ensure effective pipeline management across the team, tracking progress against targets.

• Analyse performance data and provide actionable insights to improve conversion rates and overall efficiency.

• Work closely with senior leadership to refine sales strategies and optimize processes.

Client Needs Assessment & Solutioning:

• Guide the team in understanding client needs and delivering tailored financial solutions.

• Ensure a high-quality client journey from onboarding through to ongoing account management.

Problem Resolution & Client Satisfaction:

• Act as an escalation point for complex client issues, ensuring timely and effective resolution.

• Maintain high standards of client satisfaction and long-term relationship retention.

Qualifications:

• Proven experience as a Relationship Manager or similar role within financial services, FinTech, or a related industry.

• Previous experience leading or mentoring a team is strongly preferred.

• Strong understanding of financial products and services, with the ability to quickly adapt to new solutions.

• Demonstrated ability to meet or exceed sales and revenue targets, both individually and at a team level.

• Excellent leadership, communication, and interpersonal skills.

• Strong organizational and analytical skills, with the ability to manage multiple priorities.

• A proactive, results-driven mindset with a focus on continuous improvement.