Strategic Relationship Manager - Credit Unions

Equifax • Atlanta, GA

4d • 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.

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

• 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.

What This Job Offers

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