Relationship Manager - Financial Services

Job Description

• This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Relationship Manager - Financial Services in United States. This role is focused on managing and expanding strategic client relationships within the financial services ecosystem, acting as a trusted advisor across complex, long-term partnerships. You will guide clients through the full lifecycle of solution adoption, from consultation and implementation to ongoing optimization and growth. The position combines relationship management with commercial ownership, requiring a strong ability to drive revenue through renewals, upselling, and cross-selling opportunities. You will collaborate closely with internal teams to ensure seamless service delivery and measurable client outcomes. Operating in a data-driven, consultative environment, you will engage with senior stakeholders and executive decision-makers on both client and internal sides. This is a high-impact role for someone who thrives at the intersection of strategy, sales, and client success.
• Accountabilities: Manage and grow a portfolio of strategic financial services clients, driving adoption, retention, and expansion of solutions and services. Serve as the primary client liaison, coordinating with internal teams to ensure successful delivery of projects and services. Develop and execute strategic account plans aligned with client objectives and long-term business goals. Drive revenue growth through renewals, upselling, and cross-selling opportunities across a suite of data, analytics, and software solutions. Lead regular client engagements including weekly, monthly, and quarterly business reviews and executive briefings. Negotiate complex contracts and manage sales pipelines, forecasting, and revenue tracking using CRM tools. Collaborate with internal stakeholders across product, legal, finance, and operations to ensure alignment and execution excellence. Gather and communicate client feedback to influence product development and enhance customer experience. Requirements: Bachelor’s degree or equivalent professional experience. 5+ years of experience in relationship management, account management, or sales within financial services, data, analytics, or related industries. Proven track record of meeting or exceeding revenue and growth targets in complex client environments. Strong understanding of data, analytics, software, and financial services ecosystems. Ability to build and maintain relationships with senior executives and key decision-makers. Excellent communication, presentation, and consultative selling skills. Strong negotiation skills with experience managing complex contracts. Proficiency in CRM systems (e.g., Salesforce) for pipeline and forecasting management. Ability to travel as required. Benefits: Competitive compensation package with performance-based variable pay opportunities. Comprehensive health coverage including medical, dental, and vision insurance. 401(k) retirement plan with company matching. Fully remote work environment supporting flexibility and work-life balance. Generous paid time off including vacation, sick leave, holidays, and volunteer time off. Strong focus on inclusion, wellness, development, and employee recognition. Opportunity to work with global clients in a data-driven, high-impact environment. Career growth within a globally recognized organization known for culture and innovation.
• How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1
• We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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