Relationship Manager - Financial Services (Remote)

Company Description

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to accomplish their financial goals and help them save time and money.

We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments.

We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.

Job Description

We are looking for a Relationship Manager with experience in building, retaining, and expanding long-term strategic client relationships. You will guide clients through the assessment, purchase, and implementation of Experian solutions, aligning our offerings with their business and technical goals. You will exceed sales performance targets while collaborating with our teams to deliver value and outcomes for our clients.

As a primary contact for a defined portfolio of strategic accounts, you will manage daily client interactions, coordinate support, and ensure seamless execution of contracted services. You will focus on guiding growth through multi-year renewals, upselling, and cross-selling within the financial services and related sectors. Reporting to the Vice President, Preferred Midwest Region, you will also engage with Experian North America's senior leadership to support mission-critical plans and deliver measurable success.

• Management of existing customer relationships to increase adoption, use and growth of Experian's product's and services (Credit Services and Decision Analytics are core, but collaboration with other department solutions are equally important)
• Daily supporting of client's strategic plans to ensure execution of relevant Experian-supported projects and being the business liaison between the client and internal departments, including dedicated Project Management and Client Success Teams, to ensure client satisfaction and measurable Return on investment
• Educate clients on the latest Experian products and services relevant to customer-focused feedback and shared industry insight through ongoing sales consultation that uncovers latest challenges and offers data-driven recommendations. Partner with a team of subject matter experts, including sales consultants / engineers.
• Communication with clients is frequent - includes weekly/monthly/quarterly status calls (virtual) with and travel to client locations
• Together with Client Executive partner:
  • Full responsibility for meeting annual sales revenue targets, driven through client renewals and organic growth of existing accounts through cross-sell / up-sell activities
  • 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
  • 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
• Partnering with team members, including Consulting and Client Support Teams, collaborate to ensure scoping, pricing, contracting, execution and support of both standard and custom projects
• Work with Client Support Teams, Product Management and Marketing personnel to ensure ongoing Voice of Customer (VOC) feedback and ongoing product and service education is maintained across portfolio
• Work with wide range of internal groups - Operations, Legal, Compliance and Finance
• Develop relationships through communication with external and company partners
• Create compelling presentations referencing relevant market trends, best practices and case studies

Qualifications

• BS/BA or equivalent experience
• Experience reaching and exceeding goals
• 5+ years sales or relationship management experience within the stated industry or markets, including experience managing complex, mature, growing strategic client relationships
• Fluency in data, software and financial services solut