Client Relationship Manager
New
J
JobgetherFinancial services training
This remote opportunity is based in Dallas, Texas.Full-TimeManager
SalaryEligible for sales commissions from day one.
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Job Details
- Experience
- 5–8 or more years of experience in sales, business development, account management, or client relationship management.
- Required Skills
- Business DevelopmentNegotiationAccount ManagementClient relationship management
Requirements
- Have 5–8 or more years of experience in sales, business development, account management, or client relationship management.
- Demonstrate success in consultative business-to-business sales.
- Have experience engaging senior stakeholders and managing multiple sales opportunities simultaneously.
- Be able to manage the complete sales cycle, from outreach through negotiation and closing.
- Bring commercial awareness, analytical thinking, and strategic problem-solving skills.
- Be able to identify client needs and translate them into relevant solutions.
- Be comfortable working remotely while maintaining client relationships and meeting sales objectives.
- Be based in Dallas, Texas.
- Be willing to travel approximately 20%–40% of the time.
- Preferred: knowledge of U.S. financial markets and the financial services industry.
- Preferred: experience selling corporate training, learning and development, talent solutions, or professional development programs.
Responsibilities
- Generate new business opportunities and increase sales revenue across targeted financial services accounts.
- Build, maintain, and manage a sales pipeline through outreach, networking, referrals, and relationship development.
- Lead consultative sales conversations to understand client objectives, challenges, and training needs.
- Manage the full sales cycle, from prospecting and discovery through solution development, proposals, negotiation, and closing.
- Build trusted relationships with senior stakeholders and decision-makers.
- Identify opportunities to expand existing accounts and introduce additional learning solutions.
- Collaborate with internal teams to develop and position tailored training and professional development solutions.
- Maintain sales pipeline records, forecasts, and reporting.
- Monitor client needs and market developments to identify growth opportunities.
- Represent the organization in client meetings and industry events; travel approximately 20%–40% of the time.
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