Relationship Manager - Financial Services (Remote)

Experian

1d • Remote

About The Position

Experian is seeking a Relationship Manager with experience in building, retaining, and expanding long-term strategic client relationships within the financial services and related sectors. The role involves guiding clients through the assessment, purchase, and implementation of Experian solutions, ensuring alignment with their business and technical goals. The Relationship Manager will be responsible for exceeding sales performance targets, collaborating with internal teams to deliver value, and managing daily client interactions for a defined portfolio of strategic accounts. Key activities include coordinating support, ensuring seamless execution of contracted services, and driving growth through multi-year renewals, upselling, and cross-selling. This role reports to the Vice President, Preferred Midwest Region, and involves engagement with Experian North America's senior leadership to support mission-critical plans and deliver measurable success.

Requirements

• 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 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).
• Daily support of client's strategic plans to ensure execution of relevant Experian-supported projects.
• Act as 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.
• 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/upsell 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 a 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees