Relationship Manager, Financial Services (Midwest) - Remote

About the Role

The financial services sector is a complex and dynamic landscape, with companies facing increasing pressure to stay ahead of the curve in terms of technology, innovation, and customer experience. As a Relationship Manager at Experian, you will be at the forefront of this landscape, working closely with clients to understand their needs, identify opportunities for growth, and develop tailored solutions that drive real results.

You will be reporting to the Vice President, Preferred Midwest Region, and will also engage with Experian North America's senior leadership to support mission-critical plans and deliver measurable success.

What You Will Do

• Manage daily client interactions, coordinate support, and ensure seamless execution of contracted services
• Guide clients through the assessment, purchase, and implementation of Experian solutions, aligning our offerings with their business and technical goals
• Exceed sales performance targets while collaborating with our teams to deliver value and outcomes for our clients
• Focus on guiding growth through multi-year renewals, upselling, and cross-selling within the financial services and related sectors
• Develop and maintain a deep understanding of the financial services sector, including trends, challenges, and emerging opportunities
• Educate clients on the latest Experian products and services relevant to customer-focused feedback and shared industry insight
• Partner with a team of subject matter experts, including sales consultants and engineers
• Manage sales pipeline (Salesforce), revenue tracking, and forecasting to support team weekly, monthly, quarterly, and annual vertical/territory/account planning and associated 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 client's evolving goals

What We Are Looking For

• Bachelor's degree or equivalent experience
• Proven experience in building, retaining, and expanding long-term strategic client relationships in the financial services sector
• Strong sales and account management skills, with a track record of driving revenue growth and exceeding targets
• Expertise in Salesforce and ability to manage sales pipeline, revenue tracking, and forecasting
• Excellent communication and interpersonal skills, with ability to work effectively with clients, colleagues, and senior leadership
• Strong understanding of the financial services sector, including trends, challenges, and emerging opportunities
• Ability to develop and maintain a deep understanding of Experian products and services, including credit services and decision analytics
• Experience working in a remote or flexible work environment, with ability to self-motivate and manage time effectively

Nice to Have

• Experience working with cross-functional teams, including sales, marketing, and product development
• Knowledge of data-driven sales strategies and ability to leverage insights to inform sales approach
• Certification in sales or account management, such as CSO or CMA
• Experience working with clients in the Midwest region, with understanding of local market trends and challenges

Benefits and Perks

• Competitive salary and benefits package
• Opportunity to work with a leading global data and technology company
• Flexible and remote work environment, with ability to work from anywhere in the Midwest region
• Access to cutting-edge technology and tools, including Salesforce and Experian products and services
• Comprehensive training and development program, with opportunities for career growth and advancement
• Collaborative and dynamic team environment, with regular team meetings and social events
• Recognition and rewards for outstanding performance, including bonuses and incentives
• Generous PTO and holiday package, with ability to recharge and relax
• Health and wellness programs, including mental health support and fitness initiatives
• Remote stipend and equipment allowance, to support your remote work setup
• Opportunity to make a real impact and drive meaningful results in the financial services sector

• Tip: Develop a strong understanding of the financial services sector, including trends, challenges, and emerging opportunities, to stand out as a candidate and drive real results in the role.
• Tip: Leverage your expertise in Salesforce to manage sales pipeline, revenue tracking, and forecasting, and be prepared to discuss your approach and strategies in the interview process.
• Tip: Be prepared to discuss your experience working with cross-functional teams, including sales, marketing, and product development, and how you can apply this experience to drive success in the Relationship Manager role.
• Tip: Highlight your ability to develop and maintain deep relationships with clients, and your understanding of how to drive growth through multi-year renewals, upselling, and cross-selling.
• Tip: Showcase your knowledge of data-driven sales strategies and ability to leverage insights to inform your sales approach, and be prepared to discuss how you stay up-to-date with industry trends and developments.
• Tip: Be prepared to discuss your experience working in a remote or flexible work environment, and how you manage your time and stay motivated in a self-directed setting.
• Tip: Research Experian's products and services, including credit services and decision analytics, and be prepared to discuss how you can apply your knowledge and expertise to drive success in the role.