Job Type

Full-time

Description

What's the job all about?

The Relationship Manager is responsible for fostering both new and existing client relationships. This role involves a blend of strategy and action, including active participation in conferences, delivering persuasive presentations, and providing insightful inputs on proposals. The position calls for a proactive approach to identifying and tracking sales opportunities within Salesforce, and playing a pivotal role in business development efforts. The Relationship Manager will set and pursue objectives for specific territories, offer constructive feedback to peers, and adeptly handle objections in a professional manner. This role effectively manages client expectations and navigates through complex client situations with tact and diplomacy.

Requirements

The essential functions of the role include:

• Conduct regular, thorough reviews of company strategies, review fact sheets and changes to maintain a deep understanding of business goals.
• Build and maintain strong relationships with clients and prospects, understanding their needs, and fostering trust and reliability.
• Develop strategic relationships with key decision-makers in client organizations to effectively align company offerings with client needs.
• Represent the company at industry events, enhancing visibility and establishing new industry connections.
• Identify and accurately record new business opportunities in Salesforce, ensuring regular updates to reflect developments.
• Educate clients about the company's products and services, enabling informed decision-making.
• Prepare and deliver engaging presentations to clients, demonstrating the company's capabilities and relevance to client objectives.
• Collaborate on Requests for Proposals and business development initiatives, contributing to the company's competitive positioning and growth.
• Set and adjust clear, measurable goals for territories and product lines, aligning with market trends and company objectives.
• Coach and mentor team members, enhancing their performance and professional development, while customizing selling techniques to meet unique client needs.

This Team Member will have:

Education: Bachelor's Degree in Business Administration, Finance, or a related field is required. Series 65 certification is strongly preferred.

Industry Experience: Minimum of 6 years' experience in the industry, with a proven track record in managing client relationships. Prior experience in a client-facing role within financial services or a related industry is highly beneficial.

Technical Proficiency: Proficiency with CRM software, particularly Salesforce and Microsoft Office.

Travel: Willingness to travel up to 30% of the time. Ability to spend 50% of the time outside the office for meetings and events.

Communication Skills: Must possess excellent verbal, written, and presentation skills. Should have the ability to tailor communication effectively to different audiences.

Problem-solving: Should have the ability to professionally and diplomatically overcome objections. Demonstrated success in managing challenging client situations is required.

Additional Skills: Strong analytical and strategic thinking skills. Ability to work independently and as part of a team. Strong organizational and time management skills.

What we can offer you!

Medical, Dental, Vision, HSA & FSA

Life & AD&D

Short-Term & Long-Term Disability

Accident & Critical Illness

Employee Assistance Program

Employee 401(k) Plan

ESOP

Employee Discounts

Paid Time Off

Paid Holidays

Fun Company Events

Ready to join our team?!

Salary Description

$110,000 - $150,000 plus bonus

Salary Description

$110,000 - $150,000 plus bonus