GENERAL SUMMARY Promotes the Credit Union's value proposition to large, complex Select Employer Groups (SEGs) and partner organizations through mature relationship management and high-impact execution. Maximizes results from established portfolios of larger companies and complex organizations while continuing acquisition of large companies. The person in this role manages multi-layer relationships, including executive-level engagement, and partners with Credit Union senior leaders to cultivate strategic relationships and drive sustained outcomes. Position Duties & Functions • Manages an established portfolio primarily consisting of larger companies of ~5,000+ employees and complex organizational environments. • Accountable for the highest portfolio impact expectations, including 1,000+ new memberships annually and +$8 million in deposit growth driven by sustained penetration and engagement within large partner populations. Ownership of membership, deposit, and loan portfolio performance to drive ROI for the Credit Union. • Develops and executes partner engagement plans across multiple stakeholder groups, sites, or business units; ensures consistent execution through clear planning, material readiness, and branch coordination. Builds and manages an active pipeline of complex, large companies, cultivating relationships from prospect to partner. • Cultivates relationships within complex organizations, establishing multi-layer contacts, and navigating organizational dynamics; develops executive-level relationships and facilitates cultivation with Credit Union senior leaders to drive results. Actively networks with external executives and leaders, and partners to drive new opportunities for growth. • Continues selective acquisition of large, complex organizations, prioritizing opportunities with high impact and clear pathways to growth. • Serves as an escalation point for complex relationship needs and partner challenges; supports resolution through research, internal coordination, and follow-through while protecting Credit Union objectives. • Provides practical recommendations for targeted product or service enhancements based on large-company needs and uniqueness (without owning product/project delivery); communicates partner feedback to appropriate internal teams. • Prepares routine portfolio updates and performance reporting; monitors trends, engagement levels, and relationship health to refine execution plans and sustain results. • Provides non-supervisory coaching and knowledge-sharing to other partnership managers through best practices and support for complex partner scenarios. • Represents the Credit Union at SEG events, conferences, and social and business gatherings to expand reach and strengthen executive presence within the market. • Serves as a subject matter expert in NCUA regulatory requirements and processes for SEGs. May lead the approval and submission of new SEGs in compliance with NCUA and mentor others to build knowledge. • Other duties as assigned. POSITION REQUIREMENTS EXPERIENCE and EDUCATION • 8+ years of sales experience required. • 5+ years of related B2B, business development, and business relationship management experience required, including demonstrated success with complex and/or large corporate relationships. • Bachelor's degree or equivalent combination of education and experience. KNOWLEDGE and SKILLS • Demonstrated ability to build relationships, conduct outreach, and execute sales and marketing activities. • Persuasive, effective communication skills; ability to present products and services clearly in person and via digital channels. • Ability to plan and execute onsite events and member acquisition activities. • Proficient in Microsoft Office applications (Outlook, Word, Excel, PowerPoint). • Excellent customer service skills; organized follow-up and time management. COMPETENCIES • Ability to learn quickly and adapt to change; ability to quickly learn specialized applications and systems. • Initiative and self-direction. • Ability to effectively communicate and collaborate with people at all levels. • Sound problem-solving and decision-making ability, including the ability to prioritize. • Ability to understand and align with our core competencies through daily projects and tasks: Growth Mindset Diversity & Inclusion Communication Change Ready Leadership Responsibility Problem Solving Tech & Data Savvy CU Business Acumen PHYSICAL DEMANDS • Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required. • May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds. • Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies. SALARY AND BENEFITS: Salary is based on qualifications and geographical location (Zone). Benefit information can be located on our Careers page here: https://www.chevronfcu.org/about-us/careers Salary Range (TX): $93,441.60 - $128,482.20 This position is eligible to participate in the Corporate Incentive Plan. Annual incentive opportunity ranges from 0-8% of incentive eligible earnings, based on a combination of institutional performance (0-2%) and individual performance (0-6%). Incentive payments are discretionary and subject to approval.