CAF JOB DESCRIPTION

Job Description – Corporate Client Manager
Job title: Corporate Client Manager
Grade or Grade range: D
Department: Corporate Clients
Main purpose of the job:

To promote and develop the take up of CAF services to new and existing
corporate clients and contribute to the targeted business volumes for the
Corporate Client team .
Responsible to: Deputy Head of Corporate Clients
Budgetary responsibilities: None
Responsible for (staff/jobs): None
Job Responsibilities

To proactively promote and increase the take up of the range of services that
CAF offers to existing and potential new corporate clients.

Accountability for maintaining and developing a sales and service relationship
with a portfolio of clients undertaking regular review meetings to assess service
delivery improvements and business development opportunities.

Maintain general market awareness and personal skills development as
required by post.

Develop detailed knowledge of CAF’s company services and develop
knowledge of other services offered across CAF.

Maintain up do date and accurate records of client contact and achievements,
tracking and reviewing client performance and proactively taking any necessary
action to increase business and improve service delivery.

Advise and respond to complex proposals from, companies in respect of
developing all aspects of their Corporate Community Investment (CCI)
programme.

Actively participate and / or lead on team related projects including sector wide
campaigns and product innovations.

Attend events / conferences / workshops as part of strategy to raise CAF
profile; network and increase industry and sector knowledge.
CAF Behaviour Framework
The CAF behaviour framework sets out in a transparent and consistent manner the
explanation of the performance expectations of all CAF People. Through the use of
common language and common standard, it combines a set of behaviours with the
required technical skills and knowledge needed to effectively perform in any given
role with us. This framework is used for the assessment, management and
development of performance of all our people.
Please refer to ‘Work the CAF Way’ booklet for the CAF behaviour framework.
Job description dated: April 2015
Person Specification
Job title: Corporate Client Manager
Date: April 2015
Attributes
Experience
Proven track record of generating business growth at
senior levels.
Client management experience.
Account management experience with FTSE 100
companies or equivalent.
Customer service experience.
Qualifications
High standard of numeracy and literacy.
Degree or equivalent.
Training
Customer Service.
Presentation skills.
Specialist skills/ability/knowledge
Demonstrate ability to successfully negotiate and
influence at a senior level.
Good knowledge and ability of formulating and delivering
business development/account management objectives.
Computer literate.
Working knowledge of MS Office.
Experience/knowledge of Corporate Responsibility (CSR).
Experience/knowledge of working in the third sector.
Ability to work successfully in a team environment.
Communication
Negotiation & Persuasiveness.
Dealing with clients at a senior level.
Presentation skills (written & oral) to small & large groups.
Personal qualities
Flexible.
Organised.
Proactive.
Personal drive to exceed targets.
Self motivated.
Team worker.
Special conditions
Some unsociable hours.
Willingness to travel (UK).
Prior to Appointment
All posts:
 Credit check
 Basic Criminal Records Check
 Employment references
 Medical clearance
Essential
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Desirable
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How Evidenced *
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R/E
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A
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C
C
C
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R/C
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*FCA approved posts:
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E
 Standard Criminal Records Check
*Key: R= References E= Evidence/certificates A= Application C= Competency interview
T=Testing/assessment