Senior Client Relationship Manager

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

📋 Description

• Oversee strategic accounts and act as the primary liaison for key Credit Union and/or Bank partners.

• Collaborate with both client-facing and internal teams as a member of the relationship management team.

• Cultivate client relationships to enhance client satisfaction, retention, and business outcomes.

• Improve marketing effectiveness and efficiencies for both clients and internal teams.

• Establish objectives aimed at boosting client revenue through organic growth, additional insurance programs, and digital strategies.

• Create a structured account-management routine with internal teams to foster innovation, growth, and retention.

• Facilitate ongoing client engagement discussions, business reviews, and annual strategic planning sessions.

• Formulate and execute business plans for key partners that encompass both short-term achievements and long-term objectives.

• Oversee daily strategic partnerships, including onboarding coordination, implementation, and key initiatives.

• Maximize revenue and opportunities for clients and the company while honoring marketing commitments and mitigating risks.

• Evaluate client objectives, growth strategies, and marketing performance, providing actionable recommendations.

• Propose innovative ideas to business and leadership teams that strengthen relationships and drive revenue.

• Relay partner trends and updates to senior management and key stakeholders.

• Maintain internal tracking documentation and systems.

• Coordinate efforts across internal departments.

• Identify process enhancements to lower costs and improve both partner and company financial health.

• Ensure adherence to contractual obligations and KPIs by internal teams.

⛳️ Requirements

• Bachelor's degree (4-year program).

• 8–10 years of experience in account management and/or building client relationships.

• Proven experience working with large financial institutions.

• Exceptional communication and presentation abilities.

• Detail-oriented with exceptional organizational skills.

• Strong interpersonal capabilities.

• Proficient in developing and effectively marketing new ideas and strategies.

• Experience collaborating with internal marketing and operations teams.

• Strategic mindset with a problem-solving approach.

• Ability to thrive in a fast-paced environment while managing competing priorities.

• Familiarity with regulatory trends affecting large financial institutions.

• Proficiency in Salesforce.com.

• Background in insurance and/or relevant licensing.

• Demonstrated success in managing executive-level client relationships.

• Proven track record of growing revenue within existing accounts.

• Experience leading enterprise-level initiatives that involve multiple internal stakeholders.

• Strong business acumen with the capability to present to C-suite executives.

• Experience negotiating complex business solutions and forming strategic partnerships.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and career advancement.

• Flexible work arrangements and a supportive work environment.

• Access to exclusive financial products and services.