Client Relationship Manager, Sales

This is a fully remote position, open to applicants in Texas.

📋 Description

• Generate new business opportunities and enhance sales revenue across targeted accounts

• Build and oversee a robust sales pipeline through proactive outreach and networking efforts

• Lead consultative sales discussions with both clients and prospects

• Manage the complete sales cycle from initial discovery to proposal, negotiation, and closure

• Identify sales opportunities to enhance existing client relationships

• Collaborate with internal teams to sell and provide customized learning solutions

• Maintain precise sales pipeline reporting and forecasting

• Develop strategic client relationships and reinforce existing partnerships

• Work closely with senior stakeholders within client organizations

• Recognize opportunities to sell and deliver customized training and learning solutions

• Travel to meet clients and address business requirements

⛳️ Requirements

• 5–8+ years of experience in sales, business development, account management, or client relationship management

• Demonstrated success in a consultative B2B sales position

• Excellent communication, presentation, and relationship-building skills

• Experience engaging with senior stakeholders and managing multiple sales opportunities

• Background in sales, financial services, training, education, or professional services is preferred

• Familiarity with the U.S. financial markets industry

• Experience in selling training, learning, talent, or professional development solutions

• Strong consultative sales, analytical, and strategic-thinking abilities

• Proven capability to work effectively in a small, agile team environment and adapt to changing client and business needs

• Experience in building relationships with senior stakeholders and progressively growing strategic accounts

• Requires travel approximately 20% to 40% of the time

• Successful candidates must disclose securities holdings and other potential conflicts of interest before starting employment and may be required to divest conflicting holdings

🏝️ Benefits

• Commission-eligible from the first day

• Dedicated training, leadership development, and mentorship programs

• Retirement planning programs

• Tuition reimbursement programs

• Comprehensive healthcare offerings supporting physical, mental, financial, social, and occupational wellbeing

• Generous global parental leave plan

• Employee Resource Groups

• Paid volunteer days

• Matched funding for donations

• Opportunities to contribute to the community

• Remote work environment