Strategic Relationship Manager – Credit Unions
Equifax
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $152,820 - $180,000 per year
About the role
- Become a strategic partner to your clients by deeply understanding their business KPIs, market challenges, and key initiatives.
- Lead the account strategy by developing and executing a comprehensive plan that drives growth and retention for your portfolio.
- Quarterback the client relationship, serving as a primary point of contact and ensuring a seamless experience from onboarding to solution delivery and ongoing satisfaction.
- Drive revenue growth by identifying new opportunities and expanding existing relationships across different departments within client organizations.
- Collaborate with internal teams to share customer insights that help shape future product development and marketing strategies.
- Manage all aspects of the business relationship, including sales presentations, proposals, contract renewals, Quarterly Business Reviews and account forecasting to exceed revenue goals.
- Host and facilitate product trainings for customers to ensure they are getting the most out of our solutions.
- Act as a trusted advisor, providing recommendations and implementing improvements to optimize how clients use Equifax solutions.
Requirements
- Bachelor's degree from an accredited university or equivalent work experience
- 10+ years of related experience in Enterprise-level B2B sales, account, and/or relationship management roles with a focus on the financial services industry, preferably experience selling into large Credit Unions
- Experience working with complex, multi-divisional, and multi-geographical customers
- Strong relationship and account management skills
- Ability to work effectively internally and externally with individuals and groups in managing customer relationships
- Excellent presentation, verbal, and written communication skills
- Strong computer and sales technology skills including G-Suite, Microsoft Office (Word, PowerPoint, Excel), and Salesforce or other CRM/prospecting resources
Benefits
- comprehensive compensation and healthcare packages
- 401k matching
- paid time off
- organizational growth potential through our online learning platform with guided career tracks
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
B2B salesaccount managementrelationship managementsales presentationscontract renewalsaccount forecastingproduct trainingcustomer insightsrevenue growthsolution delivery
Soft Skills
strategic partnershipcollaborationcommunicationpresentation skillscustomer relationship managementtrust advisorproblem-solvingleadershiporganizational skillsinterpersonal skills
Certifications
Bachelor's degree