Relationship Manager

Job not on LinkedIn

🔥 12 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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CSI

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1965

💳 Fintech

🏦 Banking

🔒 Cybersecurity

💰 Private Equity Round on 2024-01

Fintech • Banking • Cybersecurity

CSI is a technology company specializing in modern banking solutions, offering products such as core banking software, digital banking, payment processing, and managed cybersecurity services. Their integrated solutions also include advisory services focused on financial crimes compliance and mitigation. CSI aims to empower financial institutions to thrive in a digital landscape while enhancing customer experience and operational efficiency.

📋 Description

• Foster and nurture relationships with multiple customers • Support a single line of business and understand a primary application • Establish and maintain productive, professional relationships with key personnel in assigned customer accounts • Serve as a point of escalation for unresolved customer issues • Contribute to business retention, pipeline generation, and positive “Would Recommend CSI” survey results • Participate in and/or lead cross-sale processes and pipeline generation • Engage in sales and relationship activities to meet retention, pipeline, sales volume, and strategic objectives • Practice consultative selling through ongoing client communication • Evaluate client usage of CSI products and present additional products and value-add solutions • Keep clients informed of product offerings through marketing efforts, product notifications, and webinars • Fulfill additional duties as assigned • Travel up to 40–50% as needed for customer relationships, meetings, conferences, and onsite engagements

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • 3+ years of experience in relationship management, account management, customer success, sales, or a related customer-facing role • Experience working within banking, fintech, SaaS, or a related technology-driven industry • Ability to build trust and influence decision-makers • Exceptional communication, presentation, and interpersonal skills • Problem-solving and negotiation abilities • Strong organizational skills and attention to detail • Ability to manage multiple priorities and stakeholders simultaneously • Knowledge of banking technology platforms, software solutions, or financial services products • Experience identifying growth opportunities and supporting revenue retention initiatives • Must be authorized to work in the United States without visa sponsorship now or in the future

🏖️ Benefits

• Competitive salary • Eligibility for incentive awards based on individual and business performance • Comprehensive range of benefits