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Relationship Manager

Relationship Manager

Financial Statement Services, IncSanta Ana, CA, US
30+ days ago
Job type
  • Full-time
Job description

Who We Are :

FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA . In this role, you'll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you're energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients -we'd love to hear from you.

Why You'll Love This Role :

  • You'll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations.
  • You'll own your portfolio -working closely with the Chief Revenue Officer, you'll be empowered to lead client retention, expansion, and development efforts.
  • Your insights matter -you'll help shape how we grow, bringing real-time market feedback and your ideas to the table.
  • Hybrid schedule available , giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days.

Your Essential Duties :

  • 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

    What You Bring :

  • 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.
  • The description above is a summary of the highlights of the role, a full job description will be provided.

    Benefits

    Why Join Us?

  • 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
  • Ready to grow with us? Apply today!

    FSSI Careers Page

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    Relationship Manager • Santa Ana, CA, US