Relationship Manager - Credit Unions (Remote)

About the Role

The role of a Relationship Manager at Experian is multifaceted, requiring a deep understanding of the financial services sector, particularly credit unions, as well as the ability to navigate complex sales environments. You will be the primary contact for your client portfolio, managing daily interactions, coordinating support, and ensuring the seamless execution of contracted services. Your ability to communicate effectively, both verbally and in writing, will be crucial in guiding growth through multi-year renewals, upselling, and cross-selling within the financial services and related sectors.

Reporting to the Senior Director, Credit Unions, you will also engage with Experian North America's senior leadership to support mission-critical plans and deliver measurable success. This role offers a unique opportunity to work closely with senior leadership and contribute to the development and execution of strategic plans that drive business growth and client satisfaction.

What You Will Do

• Manage existing customer relationships to increase adoption, use, and growth of Experian's products and services, with a focus on Credit Services and Decision Analytics.
• Support clients' strategic plans to ensure the execution of relevant Experian-supported projects.
• Act as a business liaison between clients and internal departments, including dedicated Project Management and Client Success Teams, to ensure client satisfaction and measurable Return on Investment (ROI).
• Educate clients on the latest Experian products and services relevant to customer-focused feedback and shared industry insight.
• Participate in ongoing sales consultations to uncover the latest challenges and offer data-driven recommendations.
• Partner with a team of subject matter experts, including sales consultants and engineers.
• Conduct frequent communication with clients, including weekly, monthly, and quarterly status calls (virtual) and travel to client locations as needed.
• Collaborate with the Client Executive partner to meet annual sales revenue targets, driven through client renewals and organic growth of existing accounts.
• Manage the sales pipeline (Salesforce), revenue tracking, and forecasting to support team planning and financial reporting.
• Negotiate complex client contracts for both standard and custom Experian products and services.
• Define and own strategic account plans to unlock investments focused on clients' evolving goals.
• Research and reach assigned client organizations to drive alignment through executive and daily influencers to meet dynamic strategic account plans.
• Collaborate with internal and external partners to structure operational and strategic plans.

What We Are Looking For

• Experience in building, retaining, and expanding long-term strategic client relationships, preferably in the financial services sector.
• Strong knowledge of Salesforce and its applications in managing client relationships and sales pipelines.
• Ability to communicate effectively, both verbally and in writing, with clients and internal teams.
• Understanding of the credit union sector and its specific challenges and opportunities.
• Experience in guiding growth through multi-year renewals, upselling, and cross-selling.
• Ability to navigate complex sales environments and negotiate complex client contracts.
• Strong analytical and problem-solving skills, with the ability to offer data-driven recommendations.
• Experience in collaborating with cross-functional teams, including sales, project management, and client success teams.
• Bachelor's degree in a related field, such as business, finance, or marketing.

Nice to Have

• Experience in the credit union sector, with a deep understanding of its specific challenges and opportunities.
• Certification in Salesforce or a related CRM system.
• Advanced degree in a related field, such as an MBA.
• Experience with data analytics and interpretation, particularly in the context of financial services.

Benefits and Perks

• Competitive salary and benefits package.
• Opportunity to work with a leading global data and technology company.
• Collaborative and dynamic work environment.
• Professional development opportunities, including training and education programs.
• Flexible and remote work arrangements.
• Access to the latest technology and tools, including Salesforce.
• Comprehensive health insurance and wellness programs.
• Generous paid time off (PTO) and holiday schedule.
• Retirement savings plan and matching program.

• Leverage your network: Utilize your professional network to learn more about Experian's culture and the role's responsibilities.
• Highlight Salesforce skills: Ensure your resume and cover letter highlight your experience and certifications in Salesforce.
• Showcase industry knowledge: Demonstrate your understanding of the credit union sector and its challenges.
• Prepare for scenario-based questions: Be ready to answer questions about how you would handle specific client scenarios or sales challenges.
• Emphasize data-driven decision-making: Showcase your ability to analyze data and make informed decisions that drive business growth.
• Ask about growth opportunities: During the interview, inquire about opportunities for professional development and career advancement within Experian.
• Discuss work-life balance: Explore Experian's approach to remote work and flexible arrangements to ensure it aligns with your needs.