Relationship Manager

Role overview

The Relationship Manager role focuses on strengthening client partnerships across isolved’s customer base while encouraging use of its core HCM solutions. Acting as a dependable advisor, this person will uncover client needs, recommend technology-driven improvements, and help clients improve workforce management outcomes. The position uses a consultative sales style to support customer satisfaction and contribute to revenue growth. It also involves partnering with internal teams to present talent-focused solutions that help organizations develop and retain their workforce.

Key responsibilities

• Build a solid working knowledge of isolved’s core HCM offerings and the value they bring to clients.
• Continuously evaluate client needs through relationship management and strategic conversations.
• Advise customers on HCM best practices, talent management approaches, and technology adoption that can improve efficiency.
• Explain the benefits of isolved’s core solutions in a clear, compelling, and easy-to-understand way.
• Spot expansion opportunities, including talent solutions, while preserving strong client relationships.
• Work closely with internal support and operations teams to deliver a smooth client experience.
• Achieve or exceed goals tied to client engagement, sales activity, and revenue performance.
• Direct clients to the right teams for additional offerings such as HR Services, Talent Services, and 401(k) solutions.

Role level and working style

This position is classified at job level P2. It is a developing professional role for someone building expertise in one or more areas of the job. The work involves applying company policies and procedures to solve a range of issues, working on moderately complex problems, and exercising judgment within established guidelines. The role typically receives general direction for routine tasks and more detailed guidance on new assignments.

Experience and qualifications

The role normally expects a bachelor’s degree and at least 2 years of relevant experience, or an advanced degree with no prior experience, or equivalent professional experience. For this position specifically, a high school diploma or equivalent is required, and a bachelor’s degree in business, human resources, finance, or a related area is preferred. Candidates should have 3–5 years of experience in sales, account management, or client services, ideally in HCM technology, financial services, or a similar field. Success in client consultation, solution selling, and relationship building is important, along with strong knowledge of relevant industry practices and regulations. The position also calls for clear written and verbal communication, experience with CRM and sales enablement tools, independent work style, teamwork with internal partners, a customer-first mindset, and comfort in a fast-changing sales environment.

Additional job details

The work requires extended periods of sitting and computer use, and the ability to lift up to 15 pounds. Domestic travel may be required up to 15% of the time. Candidates must be legally authorized to work in the United States. The role is classified as exempt. The listed location is any U.S. location, and the internal job title is Relationship Manager. The effective date for this posting is 02/03/2025.

About the company

isolved provides human capital management solutions that combine modern technology with expert services and support. Its People Cloud platform brings HR, payroll, benefits, workforce management, and talent management together in one connected experience, supported by artificial intelligence and analytics. The company says it serves more than 200,000 employers and is used by 9 million U.S. employees. isolved also states that it is an equal opportunity employer and reviews all candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.