Territory Manager responsible for driving profitable business growth through managing accounts and developing new business opportunities. Ensuring superior customer satisfaction and operational excellence in service delivery.
FI
Hybrid Relationship Manager
Posted 4 months ago
About the role
- Relationship Manager strengthening client partnerships and driving revenue growth in document outsourcing. Collaborating with internal teams and managing a diverse portfolio of clients while attending industry events.
Responsibilities
- Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth.
- Increase revenue by seeking out new business opportunities with current and prospective clients.
- Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals.
- Develop and present pricing proposals and RFP responses tailored to each client’s needs.
- Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space.
- Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work.
- Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting.
- Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning.
- Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis.
- Serve as an escalation point for resolving client concerns and championing improvements.
Requirements
- Bachelor’s degree in Business, Communications, or a related field.
- 5+ years of experience in business development or sales. We are specifically seeking candidates who have worked with Credit Union clients or have direct experience in the Credit Union industry.
- A proven track record of hitting targets and closing deals.
- A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities.
- Strong communication and presentation skills, with a focus on building trust and long-term relationships.
- The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment.
- Proficiency in Word, Excel, PowerPoint, and CRM tools.
- Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms.
- A knack for learning and articulating technical concepts to non-technical audiences.
Benefits
- Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future.
- Culture of CARE for our Employees: We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families.
- Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.
- **Benefits include:**
- 401(k) & Roth + Employee Stock Ownership Plan
- Medical, Dental, Vision & Life Insurance
- Vacation, sick leave and paid holidays – *including your birthday! *
- Employee Assistance & Care Programs
- Additional perks & employee award programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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