Relationship Manager - Credit Unions
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Relationship Manager - Credit Unions in United States.
This role offers the opportunity to build and deepen strategic client relationships within the financial services sector, specifically focusing on credit unions. You will serve as a trusted advisor, guiding clients through solution selection, implementation, and long-term optimization. The position combines client-facing engagement with internal collaboration, driving measurable business outcomes. You will be responsible for managing a portfolio of strategic accounts, identifying growth opportunities, and ensuring clients achieve maximum value from their investments. This is a dynamic, results-driven environment where strong relationship management and strategic thinking are critical to success.
As a Relationship Manager, you will:
- Manage and nurture a portfolio of strategic client accounts, ensuring high satisfaction and long-term loyalty.
- Serve as the primary liaison between clients and internal teams, coordinating support and ensuring seamless execution of projects.
- Drive growth through multi-year renewals, upselling, and cross-selling solutions aligned with clients’ evolving business goals.
- Educate clients on relevant products and services, providing data-driven insights and recommendations.
- Collaborate with internal stakeholders, including consulting, client success, product, and operations teams, to deliver measurable outcomes.
- Develop and execute strategic account plans, presenting insights and best practices to senior executives.
- Negotiate complex contracts and manage pipeline, forecasting, and revenue tracking to meet sales targets.
Requirements:
Ideal candidates will have:
- BS/BA or equivalent professional experience.
- 5+ years of experience in sales or client management within financial services, data, or software sectors.
- Proven ability to manage complex, mature, and growing strategic client relationships.
- Strong knowledge of data and analytics solutions and the broader financial services ecosystem.
- Excellent communication and presentation skills, with the ability to influence senior executives.
- Demonstrated success in meeting or exceeding sales and growth targets.
- Customer-focused mindset with strong problem-solving, negotiation, and relationship-building skills.
- Willingness and ability to travel as required.
Benefits:
- Competitive base salary and bonus plan.
- Comprehensive benefits, including medical, dental, vision, and 401(k) matching.
- Fully remote work environment with flexible time off policies, including vacation, sick leave, volunteer time, and 12 paid holidays.
- Opportunities for professional development and career growth.
- Inclusive and supportive workplace culture, emphasizing wellness, recognition, collaboration, and diversity, equity, and inclusion initiatives.
Why Apply Through Jobgether?
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!
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.
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