Relationship Manager (Financial Services)

TL;DR

Relationship Manager (Financial Services): Managing end-to-end customer relationships and driving revenue growth within the financial services vertical with an accent on client management, contract negotiation, and retention metrics. Focus on navigating complex client organizations, identifying upsell/cross-sell opportunities, and collaborating with internal teams to ensure business continuity.

Location: Remote (United States) with occasional travel (approx. 25%) to client locations.

Salary: $90,000–$150,000.

Company

hirify.global is a global data and technology company, providing identity-based marketing and data solutions across various markets including financial services.

What you will do

• Manage end-to-end customer relationships for hirify.global's Consumer Sync and Consumer View products.
• Support assigned Account Director on strategic accounts to achieve growth.
• Handle client management, education, contract negotiation, and daily support.
• Drive customer renewal, revenue retention, upsell/cross-sell rates, and satisfaction.
• Collaborate with internal teams across solutions engineering, operations, billing, and finance.
• Communicate frequently with clients through calls and occasional travel.

Requirements

• Bachelor's Degree or equivalent experience.
• 5+ years of sales/marketing experience; minimum 3 years as a Partner Manager, Customer Success Manager, or Account Manager.
• Experience managing an annual revenue portfolio of $5M–$15M+.
• Experience managing financial service clients such as Credit Unions, Central Banks, Regional Banks, Housing and Mortgage companies, Wealth Management Firms, and Fintech.
• Proven customer service skills to cultivate client relationships.
• Experience managing a large project portfolio with varying levels of details.

Culture & Benefits

• Great compensation package and incentive plan.
• Core benefits including medical, dental, vision, and matching 401K.
• Flexible work environment, with the ability to work remote, hybrid, or in-office.
• Flexible time off, including volunteer time off, vacation, sick, and 12 paid holidays.
• Focus on DEI, work/life balance, development, and recognition.