Strategic Relationship Manager

Department: Sales Reports To: Sales Leadership Location: Sioux Falls, SD , Garner, NC Position Summary The Strategic Relationship Manager is responsible for managing and strengthening relationships with high-value agricultural customers, focusing on customer retention, portfolio performance, annual renewals, and exceptional customer service. This role serves as the primary relationship manager for a portfolio of approximately 20-30 strategic accounts, developing long-term customer partnerships and identifying opportunities to expand existing relationships. The position primarily focuses on originating and managing operating lines of credit for agricultural customers, with approximately 90% of sales efforts dedicated to operating lines of credit. The remaining 10% involves identifying real estate and equipment financing opportunities through established funding partners. Key Responsibilities Manage a portfolio of approximately 20-30 strategic customer relationships, serving as the primary point of contact for assigned accounts.Build and maintain long-term relationships with agricultural customers, business owners, and executive-level stakeholders.Develop a strong understanding of customers' business operations, financial performance, financing needs, and long-term objectives.Drive customer retention through proactive communication, exceptional service, and strategic account management.Lead annual renewal activities, including pricing discussions, contract terms, negotiations, documentation, and customer communications.Identify opportunities to originate operating lines of credit and support additional financing needs through funding partners.Collaborate with Credit, Operations, Legal, and other internal departments to deliver a seamless customer experience.Coordinate the collection of financial statements, periodic reports, and other required customer documentation.Monitor portfolio performance, credit utilization, customer financial health, and potential risk indicators, escalating concerns when necessary.Proactively resolve customer issues and ensure timely follow-up on account needs and requests.Encourage customer adoption and utilization of customer portals and other technology solutions.Maintain accurate customer records, account activities, forecasts, and opportunity pipelines within HubSpot CRM.Prepare portfolio performance reports, retention metrics, forecasts, and strategic account updates for leadership.Participate in regional meetings and provide accurate portfolio updates and business forecasts.Identify process improvements and collaborate with internal teams to enhance customer satisfaction and operational efficiency.Perform additional duties and special projects as assigned. Experience, Qualifications & Requirements Bachelor's degree in Business, Finance, Agriculture, or a related field preferred.7+ years of experience in relationship management, commercial lending, agricultural finance, banking, account management, or a related customer-facing role.Experience managing high-value customer relationships and strategic accounts preferred.Strong understanding of financial statements, commercial lending, credit products, and customer relationship management.Demonstrated ability to build and maintain long-term relationships with business owners and executive-level customers.Excellent communication, negotiation, presentation, and interpersonal skills.Strong organizational and time-management skills, with the ability to manage multiple accounts and competing priorities.Experience using CRM platforms, preferably HubSpot.Proficiency in Microsoft Office Suite.Ability to analyze customer financial information, identify business opportunities, and recognize potential risks.Strong problem-solving skills, sound business judgment, and a customer-focused mindset.Ability to work independently while collaborating effectively across cross-functional teams.Willingness to travel as needed to support customer relationships. Physical Demands Ability to sit, stand, walk, bend, stoop, reach, and handle documents as needed.Ability to use a keyboard and computer regularly and perform extended periods of computer-related work.Ability to communicate verbally, exchange accurate information, and understand spoken communications.Must be able to perform the essential functions of the position with or without reasonable accommodation. Work Environment Primarily office-based or home-office work involving a computer, telephone, and standard office equipment.Moderate noise levels typical of a professional office environment.Extended periods of sitting and computer use may be required.Travel may be necessary to support customer relationships and business needs. Benefits 401(k) retirement plan with Traditional and Roth options and employer matching, subject to plan terms.Paid time off (PTO).Competitive compensation and benefits package.