The Relationship Manager is a member of the Sales team who manages the delivery of integrated services for clients of the assigned Sales Executive, leading our cross-functional team of experts. In this role, the Relationship Manager will be responsible to retain existing clients, increase revenue, and ensure cross-sales growth within an existing book of business.
Client Retention – Establish & develop relationships across >3 functional areas (Marketing, Data, Vendor Management, Product, etc) within each assigned client through frequent communication touchpoints (phone, email, marketing efforts, and occasional on-site presence as needed) to maintain relevancy with client contacts. This role engages with midsize banks and credit unions, mortgage lenders and servicers as well as financial services marketing channel partners
Revenue & Profitability - Educate customers on industry best practices to build and drive improved Marketing program performance. Responsibility to renew & negotiate current client contracts for an extended contract term within established parameters set by sales leadership.
Problem Resolution –Effectively and accurately identify potential program concerns/issues. Promptly engage with internal & external contacts to resolve those issues to attain the highest level of client satisfaction.
Campaign Linkage - Initiate and facilitate project kick-off assuring all key team members are present to develop initial strategy/concept. Work with creative team to develop creative briefs for clients and internal teams. Ensure client and creative team define and adhere to client’s business objectives. Provide ongoing overall direction and a unified vision to the account team. Work with production teams on project changes, timelines and estimates
Education and Experience: Bachelors and 2 years or HS/GED and 6 years
Education: Bachelors Marketing, Sales, Finance, Accounting or other related discipline or related experience
Experience: 3 years Experience working in or selling to community sized tier 6 financial institutions
Builds rapport with clients, team members and leadership
Understands the client’s needs and offers a solution by matching product features and benefits to their pain points.
Takes a consultative approach and puts customer’s needs first
Is able to find leads and build a strong pipeline
Takes accountability for their actions, progress and results
Deluxe Corporation is an Equal Opportunity / Affirmative Action employer:
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.
Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.
Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to firstname.lastname@example.org.
Time Type: Full time
Work Status: Permanent
Company NameDatamyx LLC
Deluxe is a trusted, technology-enabled solutions provider for enterprises, small businesses and financial institutions offering a range of solutions to help customers manage and grow their businesses. Approximately 4.8 million small business customers access Deluxe's wide range of products and services, including incorporation services, logo design, website development and hosting, email marketing, social media, search engine optimization, and payroll services along with customized checks and forms. For our approximately 4,600 financial institution customers, Deluxe offers industry-leading programs in data analytics, customer acquisition and treasury management solutions, fraud prevention and profitability solutions, as well as checks. Deluxe is also a leading provider of checks and accessories sold directly to consumers.