Relationship Manager

Overview

FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a

Relationship Manager

to join our Business Development team in

Santa Ana, CA . In this role, you'll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you're energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with

Credit Union clients —we'd love to hear from you.
Why You\'ll Love This Role

You'll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations
You'll own your portfolio—working closely with the Chief Revenue Officer, you'll be empowered to lead client retention, expansion, and development efforts
Your insights matter—you'll help shape how we grow, bringing real-time market feedback and your ideas to the table
Hybrid schedule available, giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days.
Responsibilities

Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth
Increase revenue by seeking out new business opportunities with current and prospective clients
Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals
Develop and present pricing proposals and RFP responses tailored to each client\'s needs
Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space
Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work
Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting
Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning
Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis
Serve as an escalation point for resolving client concerns and championing improvements
Requirements

Bachelor\'s degree in Business, Communications, or a related field
5+ years of experience in business development or sales, with experience working with Credit Union clients or in the Credit Union industry
A proven track record of hitting targets and closing deals
A self-starter mindset with the ability to work independently and make informed decisions
Strong communication and presentation skills, with a focus on building trust and long-term relationships
Ability to prioritize, manage time effectively, and stay organized in a fast-paced environment
Proficiency in Word, Excel, PowerPoint, and CRM tools
Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms
A knack for learning and articulating technical concepts to non-technical audiences
The description above is a summary of the highlights of the role; a full job description will be provided.
Benefits

Employee Ownership through our Employee Stock Ownership Plan (ESOP)
Culture of CARE for our Employees
Industry Leadership in technology-driven document services
401(k) & Roth + Employee Stock Ownership Plan
Medical, Dental, Vision & Life Insurance
Vacation, sick leave and paid holidays - including your birthday
Employee Assistance & Care Programs
Additional perks & employee award programs

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