Relationship Manager - Financial Services

Title: Relationship Manager - Financial Services (Remote)

Location: Midwest United States

Work Type: Remote, Full Time

Job Description:

We are looking for a Relationship Manager with experience in building, retaining, and expanding long-term strategic client relationships. You will guide clients through the assessment, purchase, and implementation of Experian solutions, aligning our offerings with their business and technical goals. You will exceed sales performance targets while collaborating with our teams to deliver value and outcomes for our clients.

As a primary contact for a defined portfolio of strategic accounts, you will manage daily client interactions, coordinate support, and ensure seamless execution of contracted services. You will focus on guiding growth through multi-year renewals, upselling, and cross-selling within the financial services and related sectors. Reporting to the Vice President, Preferred Midwest Region, you will also engage with Experian North America's senior leadership to support mission-critical plans and deliver measurable success.

• Management of existing customer relationships to increase adoption, use and growth of Experian's product's and services (Credit Services and Decision Analytics are core, but collaboration with other department solutions are equally important)

• Daily supporting of client's strategic plans to ensure execution of relevant Experian-supported projects and being the business liaison between the client and internal departments, including dedicated Project Management and Client Success Teams, to ensure client satisfaction and measurable Return on investment

• Educate clients on the latest Experian products and services relevant to customer-focused feedback and shared industry insight through ongoing sales consultation that uncovers latest challenges and offers data-driven recommendations. Partner with a team of subject matter experts, including sales consultants / engineers.

• Communication with clients is frequent - includes weekly/monthly/quarterly status calls (virtual) with and travel to client locations

• Together with Client Executive partner:

• Full responsibility for meeting annual sales revenue targets, driven through client renewals and organic growth of existing accounts through cross-sell / up-sell activities

• Manage sales pipeline (Salesforce), revenue tracking and forecasting to support team weekly, monthly quarterly and annual vertical/territory/account planning and associated financial reporting

• Negotiate complex client contracts for both standard and custom Experian products and services

• Define and own strategic account plans to unlock investments focused on client's evolving goals

• Research and reach assigned client organizations to drive alignment through executive and daily influencers to meet dynamic strategic account plans

• Collaborate with internal and external partners to structure operational and strategic plans

• Partnering with team members, including Consulting and Client Support Teams, collaborate to ensure scoping, pricing, contracting, execution and support of both standard and custom projects

• Work with Client Support Teams, Product Management and Marketing personnel to ensure ongoing Voice of Customer (VOC) feedback and ongoing product and service education is maintained across portfolio

• Work with wide range of internal groups - Operations, Legal, Compliance and Finance

• Develop relationships through communication with external and company partners

• Create compelling presentations referencing relevant market trends, best practices and case studies

Qualifications

• BS/BA or equivalent experience
• Experience reaching and exceeding goals
• 5+ years sales or relationship management experience within the stated industry or markets, including experience managing complex, mature, growing strategic client relationships
• Fluency in data, software and financial services solutions
• Demonstrated knowledge of data and analytics ecosystem
• Forge relationships with decision makers, senior executives across departments
• Present industry-specific customer insights to clients through quarterly business reviews and executive briefings
• Use customer service skills to grow and cultivating client relationships
• Ability to travel

Additional Information

Benefits/Perks:

• Great compensation package and bonus plan
• Core benefits including full medical, dental, vision, and matching 401K
• Fully remote environment
• Flexible time off including volunteer time off, vacation, sick and 12-paid holidays

Want to see what life at Experian is really like? Explore Experian Life on social or visit our Careers Site.

Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related experience, and education. You will be also eligible for a variable pay opportunity.

Experian is proud to be an Equal Opportunity and Affirmative Action employer. Innovation is an important part of Experian's DNA and practices, and our diverse workforce drives our success. Everyone can succeed at Experian and bring their whole self to work, irrespective of their gender, ethnicity, religion, color, sexuality, physical ability or age. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.

#LI-Remote

• Pay Range: $68,000 - $112,000