Relationship manager h/f

Description du poste

Type de métier

Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients

Intitulé du poste

Relationship Manager H/F

Type de contrat

CDI

Date prévue de prise de fonction

01/07/2026

Poste avec management

Non

Cadre / Non Cadre

Cadre

Missions

Your mission

Client Trusted Advisor

1. Establish and maintain a relationship of trust with customer C-levels
2. Visit clients regularly, spending at least 30% of your time onsite
3. Complete understanding of the clients strategic objectives, and mapping them to the Amundi product & services

Client Success and Satisfaction
4. Building and updating the Client Success Plan (CSP) enabling to reach Client Strategic outcomes in collaboration with the CSM in charge of the account. The CSP orchestrates work from the other Amundi Technology teams (Product, R&D, Client Service, PS) and Amundi AM business lines (MO, Data, Dealing Desk)
5. Co-animating the Client Success team with the CSM, creating a culture in which people want to do their best and feel an urgent need to improve process and delivery for clients
6. Monitoring Client Satisfaction
7. First level of Client escalation (after CSM) for the follow-up of customer requests and tickets.
8. Claims: driving discussions with Clients (error notes produced by Client Services team)

Commercial expansion (upselling)

9. Build sales strategy for each account. You are owning the commercial development, and the achievement of commercial objectives, in line with the development plan.
10. Assessing Client political map (sponsors/detractors)
11. Accountable for extended analysis of customer requests, proposing appropriate solutions with the help of Products and business lines, with a view to continuous improvement.
12. Keeping your pipeline of opportunities up to date in AMT CRM
13. Driving your Change Requests through the different gates with Product, R&D, PS and Business Lines.
14. Committed ahead of contract signature:
o contributes to presales process (TOM definition, RFI/RFP answering)
o leading the IT & Operational SLA discussions to ensure client satisfaction after go live
15. Negotiate and coordinate all aspects of the contractual relationship with the customer, taking over the account from Sales after contract signature



Governance & communication
16. Co-leading the Customer Success internal team weekly meetings to update CSP with CSM
17. Co leading the regular account review with CS/RM sponsor & steering committees with client with the CSM (monthly or quarterly depending on client)
18. Leading the Client Service Review semiannual ensuring the timely production and reporting of KPIs with the teams concerned, and the financial implications.
19. Organizing the Broker selection committees with Amundi Intermediation
20. Organizing the Client Executive yearly meeting, with Client senior management and Amundi C-level
21. Reporting Client strategic updates to AMT executive level



Compléments

Administrative tasks

22. Take responsibility for issuing invoices according to each customer's specific frequency and agreements, in coordination with the Accounting team.
23. Feed customer data into the CRM and KYC tool
24. Ensure completion of due diligence questionnaires (eg: Security audit) with the help of the business lines and the Customer Service team.

Client Knowledge

25. Mastering client specificities, business objectives, Operating Model, SLA customizations, you are the go-to person for AMT teams

Continuous Improvement : identifying initiatives, organizing POCs, sharing them with the CS & RM management team

Relationship Management team is at the center of that strategy, helping clients reach their strategic outcomes via our technology and services, while delivering our Product and Services efficiently.
Each account has a Relationship Manager (RM), working hands in hands with a Client Success Manager from Client Services (CS) team.

The CS team is the operational trusted partner of our clients. CS is the main entry point for our customers consuming the ALTO Solutions and Amundi Business line services (Trading, Middle Office, Data services, Risk and Compliance).
As Relationship Manager you are the main contact for our Alto Invest clients. You maintain the strategic relationship with the client's C-level. You act as the customer's trusted advisor, facilitating strategic dialogue with Amundi Technology.