Relationship Manager, Financial Institutions

Job Summary

Supporting the sales team and enhancing existing bank relationships, the full-time remote Relationship Manager, Financial Institutions will manage client funding expectations, educate clients on market trends, and utilize Salesforce CRM to oversee bank relationships.

Key responsibilities

• Support Senior Sales Executives and expand existing bank relationships
• Manage client funding expectations and maintain engagement with senior-level decision-makers
• Educate clients on interest rate movements and assist with onboarding new bank relationships

Required qualifications

• 12+ years of experience in pre-sales or solution consulting within payments or fintech
• Experience with Request for Proposal (RFP) responses and coordinating cross-functional stakeholders
• Experience designing and implementing APIs and integrations for payment platforms
• Proven ability to present complex technical solutions to executive audiences
• Bachelor's or Master's degree in a technical or business discipline, or equivalent experience