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Client Relationship Manager

FSSISanta Ana, California, United States
Hybrid Full-time

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Experience Level

Experience

Qualifications

Education: Bachelor’s degree in Business, Communications, or a related field. Experience: At least 5 years in business development or sales.

About the job

About Us:

With over four decades of experience, FSSI has established itself as a premier provider of document outsourcing and communication solutions. We proudly cater to a diverse array of Fortune 500 clients in the financial, banking, insurance, and billing sectors throughout the U. S. We are currently seeking a Client Relationship Manager to enhance our Business Development team in Santa Ana, CA. In this position, you will play a pivotal role in nurturing client relationships, driving revenue growth, and extending our market presence. If you are passionate about building lasting partnerships, identifying growth avenues, and have a background in serving Credit Union clients, we invite you to connect with us.

What Makes This Role Exciting:

  • Impactful Work: You will manage significant client relationships and engage in strategic discussions to foster partnership growth.
  • Ownership of Portfolio: Collaborate closely with the Chief Revenue Officer to lead efforts in client retention, expansion, and development.
  • Your Voice Counts: Contribute to our growth strategy by sharing valuable market insights and innovative ideas.
  • Flexible Work Schedule: Enjoy a hybrid work model, allowing for both collaboration and independent work. Initial training will require at least 3 days onsite each week for a minimum of 90 days.

 

Your Key Responsibilities:

  • Serve as a strategic partner for a designated client portfolio, ensuring exceptional service and profitable growth.
  • Drive revenue by identifying new business opportunities with existing and potential clients.
  • Build and sustain a strong pipeline of prospects within the Credit Union and related industries through outreach and networking.
  • Create and deliver customized pricing proposals and RFP responses tailored to client requirements.
  • Represent FSSI at relevant trade shows and industry events, particularly those focused on the Credit Union sector.
  • Work in collaboration with internal teams—Client Services, Marketing, Technical, and Leadership—to ensure seamless onboarding and support for new projects.
  • Document all client interactions in our CRM system and contribute to monthly reporting and forecasting.
  • Travel to meet clients and prospects as necessary, including regular portfolio reviews and annual account planning.
  • Participate in client conferences and FSSI meetings on a monthly, quarterly, and annual basis.
  • Act as a point of escalation for resolving client issues and advocating for improvements.

Qualifications:

  • Education: Bachelor’s degree in Business, Communications, or a related discipline.
  • Experience: A minimum of 5 years in business development or sales, with a strong preference for candidates with experience in the Credit Union sector.

About FSSI

FSSI is a leader in document outsourcing and communication solutions, with over 45 years of experience serving Fortune 500 companies across various sectors. Our commitment to excellence and innovation ensures that we provide effective solutions tailored to the needs of our clients.

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