Job Description

PrecisionLender, a Q2 company, is looking for a high-energy, results driven professional with sound business acumen and natural sales instincts to join our sales organization as a Relationship Manager. Reporting to the VP of Client Strategy, you will build and maintain relationships with new and existing financial services clients, earning their respect and becoming their trusted advisor. If you are driven to exceed customer expectations, are comfortable working with executives, and have a track record of surpassing sales targets, we want to hear from you.

With offices in Charlotte and Cary NC, Austin TX, London, Sydney, Bangalore, as well as remote working options, there are countless opportunities for career advancement at PrecisionLender and Q2.

RESPONSIBILITIES:

Build and maintain respectful and collaborative relationships with executives at new and existing clients as assigned, resulting in their retention and expansion
Participate at the tail end of a new client sales process and throughout the implementation process, not as their primary delivery liaison, but to begin building rapport with the bank executive and learn more about their business strategy, goals, and needs
Meet with assigned clients regularly to review their usage statistics and bank performance, determine any needs they may have, and position PrecisionLender/Q2 products and services to resolve/meet them
As fellow members of the account team, partner with PrecisionLender Client Experience Managers to maintain clear communication and a shared plan of client service and success
Manage client renewals for assigned accounts, including using the renewal event to assess client’s current state and determine additional needs that could be addressed by PrecisionLender/Q2
Prepare and escalate pricing recommendations, adjustments, and credits through the defined Delegation of Authority (DOA) process
Develop and negotiate proposals with clients; work with internal counsel to develop and deliver contractual amendments and new contracts
Generate client interest and participation in PrecisionLender/Q2 events (client conference, user groups, client advisory boards, etc.)
Secure client references and approve or decline reference requests from account executives and other relationship managers
Maintain Client detail information in Salesforce (e.g., visit logs, call logs profile updates, client reference status, client retention risk ratings, holiday cards and gifts, etc.)
Coordinate and deliver product demos and product-specific discussions for existing clients
Funnel feedback from clients, provide input to Product Team on system enhancements and new releases, including support of projects as needed
Assist clients with documentation for audit requests (i.e. financials, or data from Q2 not posted in the Client portal)
Coordinate, as needed, with vendor partners to address client requests
Participate in cross sell campaigns as identified by the Head of Client Strategy
Represent PrecisionLender/Q2 at client events, onsite group sessions, as needed or assigned

EXPERIENCE AND KNOWLEDGE:

Bachelor’s degree or equivalent experience required, advanced degree preferred
10+ years of B2B relationship management experience
Minimum 4 years direct experience managing strategic accounts
Banking or banking software experience required
Proven results in cross sell quota and metrics-driven customer advocacy and satisfaction environment
Proven relationship building skills with executives and experience maneuvering within C-level structure of a large account
Articulate, thorough, and process-minded
Advanced user of Microsoft Office suite, including PowerPoint and Excel

Valid through: 3/12/2021