Could you be our next client relationship director (CRD)?
Founded in 2008, Blu Sky employs over 20 people across two teams: our delivery team of accountants and tax experts and our client relationship directors are located where ever the client needs them!
At Blu Sky, our vision is to be pioneers in the future of accounting for SMEs. Our team and cloud accounting technology enables us to help inspire the future story of our clients business through numbers.
This year we won Accounting Excellence’s Medium Firm of the Year, along with a double win at North East Accountancy Awards, Firm of the Year (under 50 employees) and Rising Star Tax Advisor. In 2018 we won Xero Firm of the year, and over the last few years our ambition to grow nationally from our base in the North East as gathered momentum. We are looking to hire talented individuals that will help it continue.
The Role
As a Client Relationship Director, reporting directly to our CFO and CoFounder, it will be your responsibility to delight clients by becoming their trusted adviser, helping to grow our business. Using your highly developed technical and relationship management skills you’ll be able to provide strategic thinking and business model support to both client businesses and Blu Sky, allowing the co-founders to focus on what they do best.
The role of client relationship director will scale with the client business as it grows. After initially helping to scope and evolve the business model and financial plan, the CRD should ensure that the business scales with strategic insight and effective financial processes.
The CRD Vision
To inspire growth, resilience and high performance through intelligent relationship management in line with the Blu Sky values and brand.
Purpose of a CRD
To behave as a role model for your clients and other team members by demonstrating Blu Sky values and an outward mindset, and to inspire client relationships through delivering the vision.
Responsibilities include:
- Accountability for a portfolio of clients
- Credit control for your portfolio
- Signing off year end accounts via a practicing certificate
- Coaching and mentoring staff
- Participating in Blu Sky product development
- Networking and managing key business relationships
- Sales to existing fee bank
- Sales to new clients to grow client fee bank
- Strategic input and ownership via OKR’s
Skills:
- Financial reporting
- Management reporting
- VAT
- Corporate tax
- Personal tax
- Business insights
- Understanding of raising finance
- Leader of change
- Relationship management
- Comercial understanding
- Personal planning and organisation
- Strong communicator
Key Performance Indicators
The CRD role is measured against the following metrics for success
- Client retention
- Positive feedback – ENPS and CNPS
- Fee and revenue growth
- Internal and External Sales
- Growth of MRR
- Delivery of OKR effort responsibilities
The Holidays and Benefits
- Competitive Salary plus 25 days of annual leave on top of bank holidays, plus a ‘special occasions day’.
- Commitment to growing your professional development and a training budget to support that commitment.
- Flexible & Remote working, giving you the power to manage your time and place of work.
- Social events (monthly team lunches and quarterly drinks / team building activities)
- Medical Insurance for yourself and family
Hiring Process
We try to give feedback to you if your application is unsuccessful, this is not always possible. The interview is as much about giving you the opportunity to find out as much as possible about us and our company as it is about us finding out about you and your capabilities. We want you to be as excited about joining Blu Sky as we are about being here! With that philosophy in mind, we will be running the following selection process to ensure that each candidate is given a comprehensive view of what we are all about:
- Screening – We will review your application
- If successful, the completion of a behavioural competency questionnaire
- Stage One – Initial interview with two senior members of the Blu Sky team.
- Stage Two – A brief presentation to be delivered to the senior management team ahead of the stage three interview
- Stage Three – Interview with the senior team where we can discuss the results of the presentation and you can ask any further questions
- Stage Four informal chat with our CFO
Offer & References
We will make a formal written offer, subject to references, following verbal agreement.
Diversity & Inclusion
We believe that the best workplaces celebrate and promote diversity. We are committed to ensuring that Blu Sky is an equal opportunity employer. And we think it’s right to build a company where everybody is welcome, with an open culture that thrives on not just our similarities but also our differences.
Part of this commitment is our promise that every team member and job applicant is treated equally, regardless of protected characteristics such as race, sexuality, religion or age.
Our company values of ownership, trust, no surprises, bigger than me, and doing it right, capture the essence of this statement, but we’re now being clear that this is key to our mission
Your Application
Are you passionate about joining a great team who are keen to stay at the head of the curve?
Does working in a fast paced environment that’s growing quickly sound exciting to you?
Send an up to date version of your CV to recruitment@blusky.co.uk. Make sure to include a little bit about yourself and why you want to work at Blu Sky in your email.
