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.

