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Relationship Manager - Wholesale


Sacramento, CA
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Job Details

JobId: 142000
Job Title: Relationship Manager - Wholesale
Location: Sacramento, CA
Category: Client Service
Employment: Full-Time
Open Date: 2017-12-22T06:04:46Z Close Date: 2022-12-21T00:00:00Z


ADP is hiring a Wholesale Relationship Manager. In this position you will function as a liaison between the Wholesale Firm, Sales and Service, with the following objectives:

  • Manage the relationship with the top 50 CPA or Wholesale Firms by size and revenue.
  • Coordinate effort and communication between Sales and Service organizations
  • Work with IS to ensure smooth transition of firms with 25+ accounts at initial set up
  • Improve accountant knowledge and awareness among Sales and Service associates

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.


  • Responsible for managing the relationship with top 50 revenue firms or those firms with large child client base by:
    • Scheduling regular check in meetings with the client to ensure a high level of satisfaction including periodic site visits with sales partners.
    • Involvement with Wholesale management and associates to address escalations or concerns on behalf of the Firm.
    • Monthly updates to Wholesale management and sales partners on the status, level of satisfaction and business structure / changes within the Firm's organization to ensure ADP services remain an integral part of their business/client offering.
    • Manage the processes, communication, and relationships between Sales and Service regarding the ongoing servicing of our CPA and Wholesale Firms and their clients.
  • Function as a Service Ambassador for sales management and associates by:
    • Fielding accountant and client escalations when necessary (including accountant and client face-to-face visits when necessary)
    • Inspecting existing Client Service & Implementation processes to ensure quality and responsiveness
    • Dotted line involvement with Service support teams such as Sales Help Desk, Client Retention Specialist, etc
  • Project Manage conversion of Firms with 25+ child accounts at initial start by:
    • facilitate conversion call with IS, Sales and firm to set proper expectations
    • create project plan with timeline of conversions and individual responsibilities to ensure all clients are converted within agreed upon time frame
    • address and remove all roadblocks that prevent conversion from being completed within the agreed upon time frame by engaging management and sales as needed throughout the process
    • Inspect existing Client Service & Implementation processes to ensure quality and responsiveness
    • Dotted line involvement with Service support teams such as Sales Help Desk, Client Retention Specialist, etc
    • providing weekly status updates throughout conversion period
  • Increase \"Wholesale awareness\" with the sales and service teams by:
    • Attending Sales and Service meetings to promote and discuss progress, promotions, and events
    • Connecting the roles of Sales and Service associates to eliminate existing gaps
    • Creating understanding about what we do and how it impacts our accountant clients
  • Performs other related duties as assigned.


  • Over 3 Years, Up to 5 Years of Directly Related Experience
  • High School Diploma/GED or its equivalent in education and experience


PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:

  • Bachelor's Degree or its equivalent in education and experience with a Major Area of Concentration in Business Administration; Marketing/Sales
  • CPP certification strongly preferred
  • Strong Verbal communications and interpersonal relationship skills
  • Ability to manage cross-functional processes, communications and relationships
  • Ability to coach, mentor and train associates
  • PC/Technical Skills
  • Demonstrated ability to Learn and apply knowledge appropriately

Software in the Cloud. Experts on the Ground:
ADP powers the working world with comprehensive solutions that drive business success. Consistently named one of the \"Most Admired Companies\" by FORTUNE® Magazine, and recognized by Forbes® as one of \"The World's Most Innovative Companies,\" ADP has over a half-million clients around the globe and 65 years of experience as one of the largest providers of human capital management solutions world-wide.

At ADP, we believe that diversity fuels innovation. ADP is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, non-job related physical or mental disability, or protected veteran status. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

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