Relationship Manager, Credit

Third Bridge • Dallas, TX

3d • Hybrid

About The Position

Third Bridge is a leading global research firm seeking a commercially driven Relationship Manager to join its Credit business in Dallas. This client-facing role is responsible for managing a portfolio of Credit clients, building strong relationships with investment professionals, and directly contributing to client retention and growth. The role involves working with sophisticated Credit investors across various sectors, understanding their investment priorities, and connecting them with Third Bridge's products and services. This is an active role requiring the identification of opportunities, urgent action, and the translation of client insight and engagement data into clear actions.

Requirements

• At least two years of experience in Account Management, Sales, Customer Success, or another commercially accountable client-facing role.
• A track record of working toward and achieving measurable performance targets.
• Strong communication and relationship-building skills.
• Excellent organization, prioritization, and follow-through.
• The ability to analyze client activity and turn findings into practical action.
• Confidence managing multiple accounts, priorities, and deadlines.
• A proactive, client-centric approach combined with a strong sense of commercial accountability.
• Intellectual curiosity and an interest in financial markets, investing, and client research workflows.

Nice To Haves

• Experience supporting or managing client renewals, upselling, or cross-selling.
• Experience managing a portfolio or book of client accounts.
• Exposure to institutional investors, financial services, financial research, data, information services, or SaaS.
• Familiarity with Credit markets or multiple investment asset classes.
• Experience working with complex organizations involving multiple users, teams, offices, or decision-makers.
• Direct Credit experience is valuable but not required.

Responsibilities

• Own Client Relationships and Account Strategy: Manage a portfolio of Credit clients and develop strategies for improving engagement, satisfaction, retention, and growth. Build trusted relationships with investment professionals, research teams, operational stakeholders, and commercial decision-makers. Understand client investment strategies, team structures, research priorities, and usage patterns. Translate long-term account objectives into focused, measurable execution plans.
• Increase Product Adoption and User Engagement: Engage active users and identify/activate new, inactive, or under-engaged users. Recommend relevant Third Bridge transcripts, research, expert consultations, and AI-enabled tools based on client needs and investment themes. Map client teams, offices, and strategies to identify opportunities for broader product adoption and stronger account coverage. Deliver targeted outreach that demonstrates client understanding.
• Drive Retention and Commercial Growth: Own the health and commercial performance of the client portfolio. Identify renewal risks, understand root causes, and implement plans to address them. Partner with internal sales and account leadership for renewals, cross-selling, and account expansion. Track performance against engagement, retention, and revenue objectives and adjust approaches as needed.
• Use Data to Prioritize Action: Regularly analyze usage, client activity, account risk, and commercial performance. Translate data into clear priorities for attention. Maintain accurate account plans, client notes, and follow-up actions. Assess effectiveness and identify areas for approach adjustments using evidence and client feedback.
• Represent the Client Internally: Act as the internal voice of the client by sharing feedback, emerging needs, and market observations. Partner with product, content, research, and service teams to resolve issues and improve the client experience. Provide structured feedback for future product development and service improvements.

Benefits

• Medical, dental, and vision coverage
• 401(k) matching
• Paid vacation and flexible days
• Professional development and career-growth opportunities
• The opportunity to work remotely from another location for up to one month per year, subject to company policy
• Team events and an engaging, collaborative office culture

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed