Relationship Manager Financial Services (R-19783)

Overview

In this Relationship Manager role, you partner with leading financial services clients to address complex business challenges using data, analytics, and technology. You nurture trusted relationships across new and existing accounts, drive revenue through renewals and cross-sell, and act as a strategic advisor to support customers’ long-term success. You work with cross-functional teams to protect accounts, manage deals, and maintain a healthy pipeline. This position offers exposure to a global corporate environment and meaningful impact on customers’ growth.

Responsibilities

• Develop and maintain trusted advisor relationships with clients through strategic discussions
• Grow revenue via renewals and expansion within an existing portfolio
• Develop new accounts and expand existing ones through cross-sell and upsell with Solutions Sales
• Conduct regular account management to protect and retain customers; implement retention strategies for at-risk accounts
• Lead negotiation, contracting, and approval processes end-to-end
• Manage deal flow and align multiple decision makers and funding sources
• Maintain active forecasted pipeline to meet annual quotas
• Ensure compliance with business initiatives and maintain accurate data in CRM systems
• Collaborate with Client Success to increase retention through business reviews and win-back campaigns

Key requirements

• Minimum of two years experience in an account management role
• Proactive, collaborative, ownership mindset with problem-solving attitude
• Strong interpersonal skills and stakeholder engagement
• Growth mindset with continuous learning
• Proven success in closing sales and meeting or exceeding quotas
• Ability to assess client environments and prioritize opportunities for growth
• Excellent verbal and written communication and presentation skills
• Familiarity with sales methodologies and CRM software (e.g., SFDC) and Microsoft Office Suite

• ownership mindset
• proactivity
• collaboration
• SFDC (Salesforce)
• CRM software familiarity
• Microsoft Office Suite

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