Relationship Manager, Financial Services (Midwest) - Remote

Experian•Madison, MS

7h•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 sector. 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 client value, and managing a defined portfolio of strategic accounts. This includes handling daily client interactions, coordinating support, and ensuring seamless execution of contracted services. The primary focus will be on driving growth through multi-year renewals, upselling, and cross-selling. The position reports to the Vice President, Preferred Midwest Region, and involves engagement with Experian North America's senior leadership to support strategic 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 cultivating client relationships
Ability to travel
Must reside in the Midwest Region, between Ohio and Utah.

Responsibilities

Management of 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 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
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