Partnership Account Manager

About the Role

American Heritage Credit Union, a $5+ billion credit union, has an excellent opportunity available for a Partnership Account Manager. This position will assist in the implementation of the overall business development plan for the credit union and perform a variety of duties related to the business development function within the credit union including community outreach, financial wellness, and our Kids-N-Hope Foundation.

Responsibilities

• Manage a diverse portfolio of 100+ workplace partners, 12K+ members, $50M-$149M deposits and $50M-$99M in loans, serving as the primary point of contact for overall account management, retention, and growth.
• Manage and nurture relationships with a diverse range of workplace partners' points of contact ensuring their needs are met and provide ongoing support to foster loyalty and growth.
• Increase membership, penetration, and monthly revenue by achieving and/or exceeding sales performance metrics in assigned workplaces.
• Collaborate with workplace partner points of contact to develop strategic marketing plans and promotional activities to enhance partnerships, drive new membership, and increase our brand visibility.
• Execute marketing tactics that promote credit union membership at workplace partner meetings, new employee orientations, open enrollments, benefit fairs, staff events, etc.
• Proactively communicate with workplace partners though various channels including virtual and in-person meetings, events, presentations, emails, and phone calls.
• Use the "consultative" sales approach to cross-sell referral opportunities based on members' evolving needs to increase member lifetime value and reduce member turnover.
• Develop a prospect pipeline for potential workplace partners with 100-300 employees in assigned territory.
• Provide timely and accurate sales forecasts, opportunities, pipeline updates, and reports to management, tracking progress against targets.
• Facilitate regular meetings and check-ins with workplace partners to review progress, share insights, and review alignment on goals.
• Develop and maintain a deep understanding of our product and service offerings, ensuring workplace partners are well-informed about their value.
• Utilize customer relationship management (CRM) system to document workplace partner interactions, track sales activities, and manage sales performance metrics efficiently.
• Analyze CRM reports for workplace partner penetration, revenue, and product positioning and identify new areas of growth.

Qualifications

• One year to three years of business development and/or sales experience.
• Equivalent to a college degree (BS or BA in a relevant field).
• Must be available to work weekend hours and Credit Union events as needed.
• Strong knowledge of business development/relationship management practices and credit union products and services.
• Strong initiative, competitive drive, and ability to handle multiple tasks in a timely manner and stay focused on results in a fast-paced environment.
• Proven ability to be innovative and creative in generating ideas.
• Proficiency in CRM software.
• Intermediate knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint).
• Ability to travel to various locations and work weekend hours (when needed).

Benefits

• Competitive salary commensurate with experience
• Extensive benefits package including paid time off, health benefits, 401(k) with a generous company match
• Future growth opportunities within the company
• Professional and environmentally friendly atmosphere