Relationship Manager - FinTech/Alternative Finance

Posted 14 Days Ago
Be an Early Applicant
Hiring Remotely in Florida
Remote
130K-160K Annually
Senior level
Fintech • Consulting
The Role
The Relationship Manager at Equifax is responsible for developing strategic relationships with clients, particularly at the c-level, to drive growth and customer satisfaction. Duties include managing existing agreements, supporting sales efforts, conducting product trainings, and collaborating with internal teams to ensure client success and retention.
Summary Generated by Built In

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds,  and make a meaningful impact, we want to hear from you.

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

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible?  Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Primary Location:

USA-Georgia-Remote

Function:

Function - Sales and Account Management

Schedule:

Full time

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The Company
HQ: Atlanta, GA
16,742 Employees
On-site Workplace

What We Do

At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward.

Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region.

For more information, visit Equifax.com.

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