Supporting the sales team and enhancing existing bank relationships, the full-time remote Relationship Manager, Financial Institutions will manage client funding expectations, educate clients on market trends, and utilize Salesforce CRM to oversee bank relationships.
Key responsibilities
Support Senior Sales Executives and expand existing bank relationships
Manage client funding expectations and maintain engagement with senior-level decision-makers
Educate clients on interest rate movements and assist with onboarding new bank relationships
Required qualifications
12+ years of experience in pre-sales or solution consulting within payments or fintech
Experience with Request for Proposal (RFP) responses and coordinating cross-functional stakeholders
Experience designing and implementing APIs and integrations for payment platforms
Proven ability to present complex technical solutions to executive audiences
Bachelor's or Master's degree in a technical or business discipline, or equivalent experience

Relationship Manager, Financial Institutions
Virtual Vocations Inc · New York, NY, USA · Remote ·
- Job type:
- Full Time