Hybrid Senior Relationship Manager

Posted 2 weeks ago

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About the role

  • Aggressively prospect and expand customer base across North America, targeting Private Equity Firms, Investment Banks, CFOs and Lenders, and other similar businesses.
  • Execute against the strategic business plan, tactical objectives, and revenue goals, driving influence to grow demand and enable sales.
  • Collaborate with senior management to set sales goals that support business and revenue objectives, develop budgets, and create sales forecasts.
  • Ensure the company is increasing market influence and presence in key markets and achieving sustained market share growth through strategic and continuous sales activity.
  • Manage the sales process from lead generation to closing, ensuring a seamless client experience and high satisfaction.
  • Establish priorities and effectively screen new business opportunities to ensure alignment with company strategy and operational capabilities.
  • Set, measure and track target progress and performance to optimize sales strategies.
  • Work with senior leadership to establish and lead satellite sales offices in key locations across North America.
  • Represent the company at industry events, conferences, and networking opportunities to promote our services and build relationships.

Requirements

  • Proven track record of achieving sales targets and driving revenue growth in a sales hunter role
  • Experience in financial fields such as accounting, consulting, investment banking, lending, etc., is considered an asset
  • History of attaining revenue and performance goals as well as growing and maintaining a customer base
  • Demonstrated history of closing business opportunities and building long-term relationships, consistently meeting and/or exceeding goals
  • Excellent and persuasive oral and written communication skills required
  • Strong understanding of consulting services and industry trends
  • Excellent communication, negotiation, and interpersonal skills
  • Strategic thinker with the ability to analyze data, identify opportunities, and develop effective sales strategies
  • Proficiency in CRM software and sales management tools
  • Bachelor's degree
  • CPA/CFA or related designations are an asset
  • Ability to travel as needed (25%)

Benefits

  • Professional development
  • Flexible working arrangements

Job title

Senior Relationship Manager

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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