Business Relationship Manager

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Perseus Group, Constellation Software

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B2B • SaaS

Perseus Group is a part of Constellation Software Inc. , focused on investing in and building enduring software businesses. With operations in over 100 vertical markets and a family of more than 800 companies, Perseus Group specializes in acquiring B2B software companies that provide mission-critical solutions for niche markets. Their approach involves offering permanent capital, fostering a culture of excellence, and ensuring recurring revenue through SaaS or maintenance models. The group emphasizes continuous improvement, empowered leadership, and integrity in all operations.

10,000+ employees

Founded 1997

🤝 B2B

☁️ SaaS

📋 Description

• Work effectively to facilitate sales opportunity by orchestrating internal and partner resources. • Owning the expansion of relationships with our current clients through expanding the use of their current solutions and cross-selling them additional Optimal Blue products • Developing relationships with the executive decision makers within each assigned client • Working closely with the Customer Success Manager (CSM) to drive utilization of the features and capabilities of the products that our clients currently utilize of Optimal Blue to ensure the highest ROI for our clients • Negotiate renewal terms with clients, as necessary, to ensure renewals • Partner with the CSM to ensure that client goals and challenges are being addressed to preserve or create growth opportunities within the client • Attend quarterly client business reviews and participate by presenting key financial and peer benchmarking metrics • Participate in the forecasting and prioritization for client renewals amongst your assigned accounts with your CSM partner • Create reference-able customers (case studies, reference calls, speaking engagements) • Demonstrate a clear cadence of building and always maintaining high quality pipeline. • Recognize customer business problems and drive/influence resources to address these needs; create business proposals around these needs • Work with Pre-Sales technical resources to gain complete understanding of customer needs and customize the appropriate solution • Negotiate favorable pricing and business terms by selling value and ROI • Adopt and daily use company’s sales productivity tools such as Salesforce.com and others • Provide timely and insightful feedback to product management and marketing

🎯 Requirements

• 7+ years of relevant B2B sales experience in either a SaaS based consultative enterprise selling environment or mortgage industry and/or mortgage software experience • 3+ Years experience working in an account management, consulting, or client services role • Ability to forge, develop and maintain productive customer relationships • Proficient in selling at all levels in the buyer organization by building trust, acting with integrity and leading by example • Ability to develop effective territory plan using a combination of face to face and phone/web presentations to drive sales with a minimum of 50% travel within territory as well as to industry events • Skilled in articulating the value and differentiation of Optimal Blue solutions • Quick learner with strong communication and presentation skills • Well-organized, disciplined planner and implementer with sound strategic thinking and conceptual abilities/vision.

🏖️ Benefits

• Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match). • The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.