Relationship Manager

About the role

FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance, and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA.

Essential Duties

• Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth
• Increase revenue by seeking out new business opportunities with current and prospective clients
• Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals
• Develop and present pricing proposals and RFP responses tailored to each client's needs
• Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space
• Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work
• Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting
• Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning
• Serve as an escalation point for resolving client concerns and championing improvements

Requirements

• Bachelor's degree in Business, Communications, or a related field
• 5+ years of experience in business development or sales, specifically with Credit Union clients or in the Credit Union industry
• A proven track record of hitting targets and closing deals
• A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities
• Strong communication and presentation skills, with a focus on building trust and long-term relationships
• The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment
• Proficiency in Word, Excel, PowerPoint, and CRM tools
• Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+, and other relevant platforms
• A knack for learning and articulating technical concepts to non-technical audiences

Benefits

Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you're not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future.

Culture of CARE for our Employees: We go beyond traditional health and wellness programs, offering in-person and virtual Care Partners whose only mission is the health and happiness of our employees and their families.

Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.

Benefits include:

• 401(k) & Roth + Employee Stock Ownership Plan
• Medical, Dental, Vision & Life Insurance
• Vacation, sick leave and paid holidays - including your birthday!
• Employee Assistance & Care Programs
• Additional perks & employee award programs