Do you have experience in a client-facing, relationship-building role in financial/professional services?

Are you a confident communicator with high EQ and the ability to engage with senior executives to help increase business?

Our client is at the cutting-edge of SaaS and due to an exciting period of growth, they are looking for a dynamic Client Liaison Executive to focus on successful outcomes for their clients.

If you are motivated by providing truly excellent service for your clients, we’d love to hear from you.  The environment is buzzing and full of bright minds, open to spotting and sharing ideas. This role is ideal for someone who brings warmth, efficiency and assurance to every interaction.

What you’ll be doing day to day:

 Acting as the first contact for all inbound enquiries across email, website and referral channels

• Responding swiftly and professionally, qualifying needs and directing prospects appropriately
• Booking meetings directly into team diaries with speed and accuracy

• Supporting outreach campaigns and follow-ups across the sales team
• Drafting intro emails, call summaries and personalised messages
• Identifying warm leads from events, webinars and partner activity
• Ensuring timely internal communication so no opportunity is missed

• Anticipating needs across the sales cycle and ensuring materials and preparation are complete
• Maintaining immaculate CRM records and providing weekly visibility on inbound activity and conversion
• Supporting logistics for webinars, roundtables and sales-led events

The skills you need to bring:

• Experience in a client-facing or coordination role
• Exposure to SaaS, B2B or professional services environments preferred
• Able to deliver a high-touch, client-friendly experience
• Confident handling senior stakeholders and sensitive information
• Exceptionally organised, detail-focused and proactive
• Clear, warm communicator who thrives in a fast-paced environment
• Comfortable with CRM systems, scheduling tools and modern digital workflows
• A natural relationship-builder with a service-led, collaborative mindset

Posted date: 24 Nov 2025