Relationship Manager - Credit Unions (Remote)

Experian

15h•Remote

About The Position

Experian is seeking a professional experienced in building, retaining, and expanding long-term strategic client relationships within the Credit Union sector. The role involves guiding clients through the assessment, purchase, and implementation of Experian solutions, ensuring alignment with their business and technical goals. The successful candidate will exceed sales performance targets, collaborate with internal teams to deliver client value, and manage a defined portfolio of strategic accounts. This includes daily client interactions, coordinating support, and ensuring seamless execution of contracted services. The focus is on driving growth through multi-year renewals, upselling, and cross-selling within financial services and related sectors. The position reports to the Senior Director, Credit Unions, and involves engagement with Experian North America's senior leadership.

Requirements

BS/BA or equivalent experience is necessary.
Experience reaching and exceeding goals.
5+ years sales 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 cultivate client relationships.
Ability to travel.

Responsibilities

Manage existing customer relationships to increase adoption, use, and growth of Experian's products and services (Credit Services and Decision Analytics are core, but collaboration with other department solutions are equally important).
Support client's strategic plans to ensure execution of relevant Experian-supported projects and act as the business liaison between the client and internal departments (including Project Management and Client Success Teams) to ensure client satisfaction and measurable ROI.
Educate clients on the latest Experian products and services relevant to customer-focused feedback and shared industry insight through ongoing sales consultation that uncovers challenges and offers data-driven recommendations.
Partner with a team of subject matter experts, including sales consultants/engineers.
Communicate frequently with clients, including weekly/monthly/quarterly status calls (virtual) and travel to client locations.
Partner with Client Executive to have 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 planning and 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 engage 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.
Partner with team members, including Consulting and Client Support Teams, 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 product/service education is maintained across the portfolio.
Work with a wide range of internal groups including 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.