3 Client Relations Manager jobs in Leeds

At Motia, we’re not just about Fuel Cards we’re at the forefront of fleet solutions, providing innovative services that power businesses across the UK. We’re committed to creating an environment where everyone can thrive. Our culture fosters collaboration, innovation, and growth, ensuring you can build a career, not just a job.

With over 250 employees across five offices, we support over 50,000 customers nationwide. Whether you’re passionate about sales, technology, customer service, or management, you’ll find opportunities here that will challenge, inspire, and reward you.

As a Customer Relationship Manager, you will be part of a team responsible for the development and maintenance of our existing portfolio of customers. Maximising customer loyalty and profitability. You will work with our customers to match their needs with our wide range of fleet products and services, primarily our exciting new Electric Vehicle (EV) products and solutions.

Please note this position is based at our Lawnswood office in North Leeds (LS16 6QY).

Duties and Responsibilities

• Maintain excellent relationships with your customer portfolio – understanding your customers current and future EV journey and key drivers for usage.
• Discuss and cross sell our full range of fleet products and services.
• Contact customers that have been passed over from New Business and Customer Support
• Provide and deliver the best possible customer service.
• Review and respond to customer emails and correspondence.
• Ensure customers are aware and competent in using our online Account Management portal (My Fleet Hub).
• Confirm and update customers’ data and information.
• Engage with customers that may be showing initial signs of a reduction in their fuel spend, exploring the reasons why and providing a suitable solution.
• Monthly commission subject to KPI’s being achieved.

Requirements

Our friendly, consultative, and knowledgeable approach to everything we do sets us apart from our competitors, and we are always looking for enthusiastic people with a passion for speaking to customers to join our business. The ideal person will be able to demonstrate that the following skills:

• Customer focused.
• Enthusiastic and a great communicator.
• Willing to learn about all our products and fleet services.
• Eager to understand more about our customers and their businesses.
• Enjoy talking on the phone with a good telephone manner.
• Organised with the ability to prioritise workload.

Benefits

• Basic salary - £25,727 per annum
• Monthly commission - OTE £350 per month.
• An additional day annual leave for your birthday
• Free breakfast
• Sociable working hours, no weekends or evenings
• Early Friday finish
• Fun, supportive working environment
• Dress down office
• 25 days annual leave
• Pension
• 4 x salary life assurance

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

Management Account
Job ID
223668
Posted
05-Jun-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Birmingham - England - United Kingdom of Great Britain and Northern Ireland, Brighton - England - United Kingdom of Great Britain and Northern Ireland, Leeds - England - United Kingdom of Great Britain and Northern Ireland, Liverpool - England - United Kingdom of Great Britain and Northern Ireland, London - England - United Kingdom of Great Britain and Northern Ireland, Manchester - England - United Kingdom of Great Britain and Northern Ireland, Newcastle under Lyme - England - United Kingdom of Great Britain and Northern Ireland
**Role Responsibilities**
The role is to provide financial ownership of the AMS region for the Global Account across Offices & Data Centres, ensuring countries have appropriate and adequate financial management and controls to meet all Client and CBRE requirements.
As a key member of the finance team, you will actively drive the region to ensure it meets the targets set and our sustainable growth through exceptional Client service agenda.
The key responsibility of the position is to provide financial ownership to the AMS Finance Lead, (with key support provided by the Global Financial reporting, planning and analysis team), Business lines and to the Global Finance Director. The role requires exceptional Client-facing skills whilst balancing the demands of corporate responsibilities including month end processes, monthly management reporting, forecasts and planning cycles for the Account.
Working within the financial contractual requirements and meeting all deadlines will be a key deliverable of the role. Although the key relationships with the Client, Regional Operations Lead and AMS Finance Lead, this role will still be involved in all associated reporting, in conjunction with the Global Financial reporting, planning and analysis team.
Countries in scope: United States, Canada, Brazil, Argentina, Costa Rica, Puerto Rico, Mexico.
**Client**
- Developing high quality and effective Client relationships in the region.
- Build good working relationship with account management and key client's members and be a business partner for both.
- Tightly manage contract governance, demonstrating an in-depth knowledge of the terms and conditions of the contract to ensure that all cost elements are appropriately accounted for.
- Assist with client team requests in a timely and accurate manner.
- Positively respond to both our internal and external customers (often in a matrix environment) through effective communication and personal accessibility/credibility.
- Prepare Monthly Client Report with support from the Regional Ops teams
- Delivery of the region's client budget and regular forecasts, working closely with operations teams (challenging them, as appropriate) to ensure full understanding and high degree of accuracy.
**Financial Reporting**
- Prepare accurate reports in line with monthly timetable including full Profit & Loss account with analysis and commentary, Balance Sheet reconciliations, forecasts and annual plans. Where these are managed by central CBRE platform finance team (LATAM), ensure full understanding and overall ownership of postings made on behalf of the account.
- Further liaising with the CBRE Finance and GWS Platform local Finance teams to fulfill any ad-hoc information requests, including audit query resolution.
- Ownership of region's Risks & Opportunities, keeping AMS Finance Lead informed of key items
- Provide ad-hoc support and financial analysis as required.
- Ensuring delivery of region's corporate budget/targets.
Contract and Finance Management
- Continually review, maintain and improve cash-flow, margins and reporting.
- Ensure timely invoicing of client and management of AR through PowerBI, ensuring it accurately reflects the region's AR position. Driving actions to ensure any overdue are settled by the client promptly.
- Identify and help drive implementation of savings opportunities to ensure Client is achieving best value for money.
- Review Client P&L results and challenge.
- Active management of overheads whilst seeking out areas of efficiencies or savings.
- Prepare & present monthly formal Corporate P&L and Balance sheet reviews, ensuring full understanding with variance analysis.
- Constantly strive to improve quality, service and efficiency within the region.
- Communicate regularly with operations team to ensure they are fully informed of operational objectives and achievements.
- Support in any client related audits.
**Finance Processes, Procedures and Reporting**
- Ensure company policies and procedures are adhered to consistently throughout the Contract.
- Working with GWS Platform finance to ensure full substantiation of all accruals, un-billed/earned revenue (UBR/UER) are in line with GWS policy.
- Manage the integrity of data in Client reporting and GWS systems.
- Have thorough knowledge of procedures and processes and lead the delivery of these to the required standard.
- Manage compliance through the required procedures and processes.
**Finance Planning**
- Assist the AMS Finance Lead & Global Reporting, Planning and Analysis team in delivering best in class GWS and Client management information including annual budgets, monthly management accounts and forecasts including Profit and Loss variance and Balance Sheet commentaries.
Financial Governance
- Ensure CBRE and statutory obligations are met for reporting and governance purposes.
- Responsibility for ensuring the integrity of the Balance Sheet and Balance Sheet Commentary for the region through close coordination with GWS Platform team.
- Attendance at monthly balance sheet review with full understanding and breakdown of key balance sheet items.
- Ensure Account is complying with any Global Account Standards e.g FCR process.
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more ( Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)