Client Partner

• Drive Strategic Prospecting and Deal Closure - Own and nurture key executive & C-suite/L2 relationships to understand and anticipate all potential needs that IRM could support.
• Lead the full sales cycle, including joint ownership of contract negotiations, required documentation, and team coordination to close deals and secure revenues.
• Shape and Solution Complex Client Needs - Lead discovery and first meetings, driving a relevant and differentiated solution play that matches customer demands with IRM's proposition.
• You will drive "process forward" innovations, particularly focusing on customer-driven innovation.
• Lead Account Management and Planning - Own overall account strategy, defining the vision, white space mapping, competitive landscape, and stakeholder mapping.
• You will also act as the quarterback for accounts, accountable for everything from opportunity identification to issue resolution.

• Conduct personnel management activities including performance management
• Create a supportive environment for team engagement
• Implement strategy with senior management
• Collaborate to ensure customer needs are prioritized
• Evaluate current processes for issues and efficiencies
• Manage queries and concerns promptly and effectively

Client Manager

• Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales
• Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained
• Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed
• Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank
• Captures market intelligence and delivers feedback to leadership team
• Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

• Develops and manages dealer relationships
• Prospects new clients and manages dealer's portfolio
• Works with underwriting and fulfillment partners
• Captures market intelligence and delivers feedback to leadership team
• Represents Consumer Vehicle Lending in the market

• Plans and oversees enterprise-level support and service activities for company products and services for designated partners.
• Develops partner relationships and deep understanding of partner business.
• Creates partner-specific strategic account plans.
• Champions partner’s business development initiatives within Pathward.
• Identifies and drives new product opportunities within Pathward.

See all jobs on JobTailor

Client Partner

Client Manager

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Retail Client Manager – Consumer Vehicle Lending, Dealer Sales

Partner Development Executive II