Business Relationship Manager

Perseus Group, Constellation Software

6d•$90,000 - $110,000•Hybrid

About The Position

The Business Relationship Manager is responsible for driving retention and new revenue growth across a portfolio of customers. This role focuses on delivering measurable value, expanding product adoption, and identifying cross-sell opportunities. The ideal candidate brings a strong track record selling mortgage technology or fintech solutions, paired with exceptional communication and relationship-building skills.

Requirements

Ability to forge, develop and maintain productive customer relationships.
Ability to forge, develop and maintain productive internal relationships.
Ability to forge, develop and maintain a successful partnership with the Client Success Manager for the designated customer group.
Proficient in selling at all levels in the buyer organization by building trust, acting with integrity, and leading by example.
Ability to develop an effective sales plan using a combination of face-to-face and phone/web presentations to drive sales.
Ability to travel 50% of the time to customer sites, industry events, and corporate meetings.
Ability to quickly learn and articulate the value and differentiation of Optimal Blue solutions.
Strong communicator with excellent presentation skills
Well-organized, disciplined planner and implementer with sound strategic thinking
Experience with sales automation technology either Salesforce or comparable technology

Nice To Haves

Expert knowledge of the mortgage technology industry including products, industry trends, regulatory issues, competitors, and industry partners.

Responsibilities

Consistently meet or exceed annual revenue and retention targets
Build and maintain trusted advisor relationships through deep understanding of customer goals, business practices, and industry trends
Develop and manage a high-quality, predictable sales pipeline with consistent activity and progression
Work effectively to facilitate sales opportunities by orchestrating internal and partner resources
Demonstrate a clear cadence of building and always maintaining a high-quality pipeline
Work with the Client Success team to act on new business opportunities, ensure customer retention and help to find solutions for our customers
Work with the Sales Solutions team to ensure the customer has a complete understanding of the value and function of our products as a solution to their needs
Effectively close sales pipeline by following company’s sales methodology and processes
Negotiate favorable pricing and business terms by selling value and ROI
Adopt and use daily the company’s sales productivity tools such as Salesforce etc.
Provide timely and insightful feedback for product management and marketing