FSSI - Financial Statement Services Inc.

Relationship Manager

FSSI - Financial Statement Services Inc.

full-time

Posted on:

Location Type: Hybrid

Location: Lincoln • Rhode Island • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth.
  • Increase revenue by seeking out new business opportunities with current and prospective clients.
  • Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals.
  • Develop and present pricing proposals and RFP responses tailored to each client’s needs.
  • Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space.
  • Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work.
  • Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting.
  • Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning.
  • Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis.
  • Serve as an escalation point for resolving client concerns and championing improvements.

Requirements

  • Bachelor’s degree in Business, Communications, or a related field.
  • 5+ years of experience in business development or sales. We are specifically seeking candidates who have worked with Credit Union clients or have direct experience in the Credit Union industry.
  • A proven track record of hitting targets and closing deals.
  • A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities.
  • Strong communication and presentation skills, with a focus on building trust and long-term relationships.
  • The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment.
  • Proficiency in Word, Excel, PowerPoint, and CRM tools.
  • Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms.
  • A knack for learning and articulating technical concepts to non-technical audiences.
Benefits
  • Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future.
  • Culture of CARE for our Employees: We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families.
  • Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.
  • **Benefits include:**
  • 401(k) & Roth + Employee Stock Ownership Plan
  • Medical, Dental, Vision & Life Insurance
  • Vacation, sick leave and paid holidays – *including your birthday! *
  • Employee Assistance & Care Programs
  • Additional perks & employee award programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
business developmentsalespricing proposalsRFP responsestarget achievementdeal closing
Soft skills
communicationpresentationrelationship buildingself-starterdecision makingtime managementorganizational skills