Business Relationship Manager

Target base salary for this role is $100,000 annually.

About the role

Drive retention and new revenue growth across a portfolio of customers by delivering measurable value, expanding product adoption, and identifying cross-sell opportunities. The ideal candidate brings a strong track record selling mortgage technology or fintech solutions, paired with exceptional communication and relationship-building skills.

Responsibilities

• Consistently meet or exceed annual revenue and retention targets
• Build and maintain trusted advisor relationships through deep understanding of customer goals, business practices, and industry trends
• Develop and manage a high-quality, predictable sales pipeline with consistent activity and progression
• Work effectively to facilitate sales opportunities by orchestrating internal and partner resources
• Demonstrate a clear cadence of building and always maintaining a high-quality pipeline
• Work with the Client Success team to act on new business opportunities, ensure customer retention, and help find solutions for customers
• Work with the Sales Solutions team to ensure the customer has a complete understanding of the value and function of our products as a solution to their needs
• Effectively close sales pipeline by following the company’s sales methodology and processes
• Negotiate favorable pricing and business terms by selling value and ROI
• Adopt and use daily the company’s sales productivity tools such as Salesforce
• Provide timely and insightful feedback for product management and marketing

Requirements

• Ability to forge, develop, and maintain productive customer relationships
• Ability to forge, develop, and maintain productive internal relationships
• Ability to forge, develop, and maintain a successful partnership with the Client Success Manager for the designated customer group
• Proficient in selling at all levels in the buyer organization by building trust, acting with integrity, and leading by example
• Ability to develop an effective sales plan using a combination of face-to-face and phone/web presentations to drive sales
• Ability to travel 50% of the time to customer sites, industry events, and corporate meetings
• Ability to quickly learn and articulate the value and differentiation of Optimal Blue solutions
• Strong communicator with excellent presentation skills
• Well-organized, disciplined planner and implementer with sound strategic thinking
• Experience with sales automation technology such as Salesforce or comparable technology
• Bachelor’s degree preferred and/or equivalent experience

Skills

• Expert knowledge of the mortgage technology industry including products, industry trends, regulatory issues, competitors, and industry partners
• 5+ years of relevant B2B sales experience in SaaS-based consultative enterprise selling environment in the mortgage and/or fintech industry

Pay

The estimated base salary range for this role is $90,000 – $110,000 per year. Final offer amounts may vary based on job-related factors, including work location, candidate experience and expertise, and other relevant considerations.

Sales positions may be eligible to participate in the business commission plan. Plan details will be provided upon hire.

Benefits

• Medical, dental, and vision coverage
• Basic life insurance and short/long-term disability
• 401(k) participation with company match

Schedule

• Minimum of 10 days of vacation for new employees
• Sick time based on state requirements
• 8 company-paid holidays and 2 personal holidays per year