Manager, Strategic Sales Relationship ManagementSUMMARYThis position is responsible for leading and developing a team of Sales Relationship Managers supporting the design and execution of relationship and engagement strategies across private capital market (PCM) firms. This role drives high-quality, scalable business outcomes by aligning team execution to pipeline development, portfolio penetration, and revenue growth objectives. The Manager serves as a strategic leader and trusted advisor to Strategic Sales leadership, Sellers, Pricing & Review, and service delivery teams, ensuring consistent execution and advancement of opportunities through the pipeline to drive revenue and worksite employee (WSEE) growth.
Responsibilities- Leads, manages, and develops a team of Sales Relationship Managers, ensuring consistent execution across PCM engagements.
- Establishes performance expectations aligned to pipeline development, portfolio penetration, and revenue outcomes.
- Coaches team on portfolio strategy, engagement planning, value articulation, and pipeline advancement.
- Conducts pipeline, account plan, and performance reviews to drive accountability and results.
- Oversees relationships with private equity and private capital market firms through direct engagement and team guidance.
- Ensures execution of portfolio mapping and stakeholder intelligence across assigned firms and portfolio companies.
- Guides strategic account planning and quarterly business reviews with PCM firm stakeholders.
- Drives portfolio penetration and expansion strategies through coordinated upsell and cross-sell execution.
- Aligns team activities with Sellers, Pricing & Review, and deal teams to accelerate pipeline and convert opportunities to revenue and WSE growth.
- Ensures consistent CRM utilization (e.g., Salesforce) to track engagement, portfolio intelligence, and pipeline performance.
Qualifications- High School Diploma is required. Bachelor's Degree in Business or related field is preferred.
- Seven to ten years of experience in Strategic Sales, Account Management, or related experience is required. Experience with private capital markets or multi-entity client environments is preferred.
Supervisor Responsibility Supervises others: Yes
TRAVEL REQUIREMENTSTravels: Yes, up to 10% of time.
This job specification should not be construed to imply that these requirements are the exclusive standards of the position. Incumbent will follow any other instructions, and perform any other related duties, as may be required by the supervisor.
Insperity provides a reasonable compensation range for each posted role in accordance with applicable pay-transparency laws. Actual compensation is influenced by a variety of job-related factors, including skills, experience, and geographic location.
The compensation range for this position, representing the pay span across all locations where this role may be filled is
