Relationship Manager

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Oversee a portfolio of clients from Minority Depository Institutions using a strategic and consultative method.

• Act as the main point of contact for designated clients, fostering relationships with executives and senior leaders.

• Drive the renewal and renegotiation of contracts.

• Discover opportunities for revenue growth across various business lines.

• Collaborate with sales support, marketing, service, and account management teams.

• Comprehend clients' strategies, financial results, and business objectives to propose growth solutions.

• Track client satisfaction, assess retention risks, and evaluate portfolio performance against revenue, profit, and customer experience targets.

• Stay informed about trends in banking, payments, and financial services.

• Partner with the Account Manager to address client issues and uphold relationship confidence.

⛳️ Requirements

• Minimum of 3 years' experience in managing and enhancing client relationships, including cross-functional strategies that promote revenue growth and retention.

• Background in banking, payments, or financial services with client portfolios and interactions with executive stakeholders.

• Proven experience in leading consultative sales, contract renewals, and negotiations, with a track record of successfully closing business and achieving measurable outcomes.

• Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.

• Bachelor's degree or higher in business, finance, marketing, or a related field, or an equivalent combination of education, relevant experience, and/or military experience.

• Preferably experienced with Salesforce or similar electronic customer relationship management platforms.

• A Master's degree in business administration, finance, or a related field, or equivalent combination of education, relevant experience, and/or military experience is preferred.

• Bilingual communication skills are desirable.

• Willingness to travel frequently (50%+).

• Must currently hold valid and unrestricted U.S. work authorization.

• Candidates needing sponsorship now or in the future will not be considered.

🏝️ Benefits

• Fuel Your Life program that promotes physical, financial, social, and emotional wellness.

• Paid holidays and generous leave policies.

• Complimentary mental health support through Employee Assistance Programs.

• Living Proof peer recognition initiative with points that can be redeemed for rewards.

• Eight Employee Resource Groups available.

• Opportunities for professional training, development, and internal mobility.

• Medical, dental, vision, life, and disability insurance options accessible from day one.

• 401(k) matching program.

• Discounted shares available through the Employee Stock Purchase Plan.

• Tuition assistance and reimbursement program.

• Paid parental and military leave.