Senior Client Relationship Manager

About the role

The Senior Client Relationship Manager will act as the main point of contact for a set of key Credit Union and/or Bank partners, working across all client-facing and internal teams. This strategic role focuses on maintaining and developing client relationships to meet and exceed client satisfaction, retention, and business results. The position aims to increase marketing effectiveness and efficiencies, driving organic revenue growth through additional insurance programs, digital strategies, and innovative campaign management. The CRM will establish a cadence for top accounts, lead client engagement calls, business reviews, and annual strategic planning meetings, and collaborate with senior executives and stakeholders.

Responsibilities

• Develop and implement a business plan for top partners encompassing short-term wins and long-term goals.
• Manage the day-to-day strategic partnership with top accounts, including coordination with onboarding, implementation, and project leadership for key initiatives.
• Maximize client and company revenue, maintain annual calendar marketing commitments, and proactively address risks to plans.
• Analyze and make recommendations regarding each client’s goals, growth plans, and marketing success.
• Constructively challenge the business and Leadership Teams to generate deeper relationships and revenue through thought-provoking ideas.
• Communicate key trends and updates from top partners to senior management and maintain internal tracking documents and systems.
• Coordinate with all internal departments that interact with clients, seeking process improvements to reduce costs and enhance financial health.
• Ensure adherence to client contractual requirements and KPIs, with a strong understanding of the Financial Institution market and regulatory bodies.
• Other duties as assigned.

Requirements

• 4-year college degree.
• 8-10 years of Account Management and/or Client Relationship Building experience.
• Experience working with large financial institutions.
• Excellent communication and presentation skills.
• Detail-oriented with strong organizational skills.
• Strong interpersonal skills and ability to develop and sell new ideas and strategies.
• Proven experience working with internal marketing and operations teams.
• Strategic perspective and problem-solving approach.
• Ability to work in a fast-paced environment and manage competing demands.
• Understanding of large financial institution regulatory trends.
• Salesforce.com experience.
• Insurance background and/or license.
• Proven success managing executive-level client relationships.
• Demonstrated track record growing revenue within existing accounts.
• Experience leading enterprise-level initiatives involving multiple internal stakeholders.
• Strong business acumen and ability to present to C-suite executives.
• Experience negotiating complex business solutions and strategic partnerships.