Relationship Manager - FinTech/Alternative Finance (Finance)
Equifax is seeking an experienced Relationship Manager in our FinTech and Alternative Finance vertical. This position will build strategic relationships at the c-level with select clients and lead the Equifax account team as the "quarterback."
What you'll do
- You are responsible for developing and implementing the strategic plan with the customer that drives growth, retention, and proven ROI for the customer
- You will maintain close strategic partnerships across the customer organization, understanding customer KPI's and success metrics and business operations, market challenges and short-term initiatives
- This will include supporting sales presentations and proposals to use Equifax solutions in a way that improves customer revenues, return on operations, reduces risk, and lowers expenses
- You will gain trust through credibility, reliability, business intimacy and customer centricity
- Partner with sales resources - account team - to exceed revenue goals
- Manage existing business agreements and relationships, including the management and oversight of customer onboarding and solution delivery, fulfillment, use, and overall customer satisfaction
- Identify, recommend, and implement improvements for using Equifax solutions, based on customers' feedback and through collaboration with internal Equifax partners
- Contribute to territory strategy and customer account planning
- Grow existing business relationships by identifying process and operational improvements to solution delivery, customer use, and solution impact to customers' financial priorities
- Conduct, moderate and facilitate product trainings for customers on current or prospective products the customer is using or evaluating
- Expand existing and create new customer relationships in new departments within a customer's organization
- Collaborate on and manage inputs to the Equifax revenue forecasting and pipeline management processes, updating revenue opportunities according to company policy and practice
- Participate in providing customer data and insight to internal Equifax product and executive teams to ensure improved product development, marketing, and sales
- Increase customer satisfaction through customer engagement and support
What experience you need
- Bachelor's degree from an accredited university
- 7-10 years of related experience in sales, account or relationship management; preferably with a minimum of 5 years financial sales experience
- Strong relationship management and business development/sales skills
- Ability to work effective with individuals and groups in managing customer relationships
- Excellent presentation, verbal and written communication skills
What could you set you apart
- Industry knowledge : Financial technology (FinTechs), alternative/specialty finance, payments, BNPLs, financial services
- CRM knowledge : Knowledge of customer relationship management (CRM)
- Organization : Exceptional organizational skills
- Analytical skills : Ability to analyze data and market trends
- Conflict resolution : Ability to manage conflicts effectively
- Empathy : Ability to demonstrate empathy
- Teamwork : Team-oriented individual
- Leadership : Demonstrated leadership skills
Equifax is required by law to include a good-faith salary range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets; experience and training; and other business and organizational needs. At Equifax, it is not typical for an individual to be hired at or near the top of the range for their role. A reasonable estimate of the current range is $129,830 to $160,000. This position is also eligible for our sales incentive compensation program.
#LI-LMEFX
#LI-REMOTE
