Banking Relationship Manager
Core
Partner with Founders, C-Suite Executives, and Finance leaders to upsell business account suite products (checking, treasury, sweep) to existing card-only customers, increasing total AUM and driving net-new revenue.
Role type
Senior IC Banking Relationship Manager (Sales)
Builds
Business account suite products (checking, treasury, sweep) for early-stage to enterprise companies
Domain
Fintech / Financial Services
Required skills
outbound sales, quota management, executive stakeholder engagement, financial services sales, early-stage company sales, strategic account planning, cross-functional collaboration, product demonstration, sales cycle management
Preferred skills
Series 7 & 63 license, familiarity with Gong/Salesforce/Outreach
Technologies
Salesforce, Outreach, Gong
Responsibilities
Upsell business account suite products to existing card-only customers; Assist in creating Security Account Control Agreements (SACA) or Cash Covenants; Manage accounts as trusted advisors for inbound and outbound sales; Engage with businesses through prospecting, demos, onboarding, and closing; Develop strategic plans with cross-functional teams to drive adoption and revenue; Collaborate with Account Executives, Customer Success, and Client Sales for referrals
Seniority
Mid-level, hands-on IC