Strategic Relationship Manager - Credit Unions

Equifax • Atlanta, GA

19h • Remote

About The Position

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you. Equifax is seeking an experienced Relationship Manager to join our Financial Institutions vertical. In this role, you will be the strategic "quarterback," building deep, C-level relationships alongside a dedicated account team focused on Credit Unions. You will drive growth by understanding your clients’ unique challenges and partnering with them to create and implement solutions that deliver tangible value and a clear return on investment. What you’ll do Become a strategic partner to your clients by deeply understanding their business KPIs, market challenges, and key initiatives. Lead the account strategy by developing and executing a comprehensive plan that drives growth and retention for your portfolio. Quarterback the client relationship, serving as a primary point of contact and ensuring a seamless experience from onboarding to solution delivery and ongoing satisfaction. Drive revenue growth by identifying new opportunities and expanding existing relationships across different departments within client organizations. Collaborate with internal teams to share customer insights that help shape future product development and marketing strategies. Manage all aspects of the business relationship, including sales presentations, proposals, contract renewals, Quarterly Business Reviews and account forecasting to exceed revenue goals. Host and facilitate product trainings for customers to ensure they are getting the most out of our solutions. Act as a trusted advisor, providing recommendations and implementing improvements to optimize how clients use Equifax solutions. What experience you need Bachelor's degree from an accredited university or equivalent work experience 10+ years of related experience in Enterprise-level B2B sales, account, and/or relationship management roles with a focus on the financial services industry, preferably experience selling into large Credit Unions Experience working with complex, multi-divisional, and multi-geographical customers Strong relationship and account management skills Ability to work effectively internally and externally with individuals and groups in managing customer relationships Excellent presentation, verbal, and written communication skills Strong computer and sales technology skills including G-Suite, Microsoft Office (Word, PowerPoint, Excel), and Salesforce or other CRM/prospecting resources What could set you apart Deep Financial Institution and Credit Union knowledge Exceptional organizational skills Ability to analyze data and market trends Demonstrated empathy and a team-oriented mindset Ability to navigate highly matrixes organizations Equifax is required by law to include a good-faith salary range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets; experience and training; and other business and organizational needs. At Equifax, it is not typical for an individual to be hired at or near the top of the range for their role. A reasonable estimate of the current base salary range is $152,820.00 to $180,000.00. This position is also eligible for our sales incentive compensation program at approximately 43%. The application window is anticipated to close on Friday, April 3, 2026. This date is a good faith estimate only and may be modified where necessary. #LI-LMEFX #LI-REMOTE We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks. Are you ready to power your possible? Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference! Primary Location: USA-Georgia-Remote USA-California Remote Function: Function - Sales and Account Management Schedule: Full time At Equifax, we believe knowledge drives progress. As a global data, analytics and technology company, we play an essential role in the global economy by helping employers, employees, financial institutions and government agencies make critical decisions with greater confidence. We work to help create seamless and positive experiences during life’s pivotal moments: applying for jobs or a mortgage, financing an education or buying a car. Our impact is real and to accomplish our goals we focus on nurturing our people for career advancement and their learning and development, supporting our next generation of leaders, maintaining an inclusive and diverse work environment, and regularly engaging and recognizing our employees. Regardless of location or role, the individual and collective work of our employees makes a difference and we are looking for talented team players to join us as we help people live their financial best. Equifax is an Equal Opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, ancestry, age, sex/gender, sexual orientation, gender identity or expression, service in the Armed Forces, protected veteran status, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. For US Applicants If you'd like more information on your EEO rights under the law, please view our EEO is the Law Declarations, and Nondiscrimination Provision. If you need a reasonable accommodation to assist with your job search or applicant for employment, please contact us by sending an email to [email protected]. In your email, please include a description of the specific accommodation you are requesting and a description of the position for which you are applying. Equifax participates in E-Verify and Right to Work (English and Spanish).

Requirements

• Bachelor's degree from an accredited university or equivalent work experience
• 10+ years of related experience in Enterprise-level B2B sales, account, and/or relationship management roles with a focus on the financial services industry, preferably experience selling into large Credit Unions
• Experience working with complex, multi-divisional, and multi-geographical customers
• Strong relationship and account management skills
• Ability to work effectively internally and externally with individuals and groups in managing customer relationships
• Excellent presentation, verbal, and written communication skills
• Strong computer and sales technology skills including G-Suite, Microsoft Office (Word, PowerPoint, Excel), and Salesforce or other CRM/prospecting resources

Nice To Haves

• Deep Financial Institution and Credit Union knowledge
• Exceptional organizational skills
• Ability to analyze data and market trends
• Demonstrated empathy and a team-oriented mindset
• Ability to navigate highly matrixes organizations

Responsibilities

• Become a strategic partner to your clients by deeply understanding their business KPIs, market challenges, and key initiatives.
• Lead the account strategy by developing and executing a comprehensive plan that drives growth and retention for your portfolio.
• Quarterback the client relationship, serving as a primary point of contact and ensuring a seamless experience from onboarding to solution delivery and ongoing satisfaction.
• Drive revenue growth by identifying new opportunities and expanding existing relationships across different departments within client organizations.
• Collaborate with internal teams to share customer insights that help shape future product development and marketing strategies.
• Manage all aspects of the business relationship, including sales presentations, proposals, contract renewals, Quarterly Business Reviews and account forecasting to exceed revenue goals.
• Host and facilitate product trainings for customers to ensure they are getting the most out of our solutions.
• Act as a trusted advisor, providing recommendations and implementing improvements to optimize how clients use Equifax solutions.

Benefits

• comprehensive compensation and healthcare packages
• 401k matching
• paid time off
• organizational growth potential through our online learning platform with guided career tracks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees