Client Relationship Manager

As a Client Relationship Manager, you will drive sales performance by developing a strong client portfolio, identifying new business opportunities, and delivering consultative solutions that create lasting value.

• Generate new business opportunities and increase sales revenue across targeted accounts in the financial services market.

• Build, maintain, and manage a robust sales pipeline through proactive outreach, networking, referrals, and relationship development.

• Lead consultative sales conversations with prospective and existing clients to understand their business objectives, challenges, and training needs.

• Manage the full sales cycle, including prospecting, discovery, solution development, proposal preparation, negotiation, and closing.

• Build trusted relationships with senior stakeholders and decision-makers across client organizations.

• Identify opportunities to expand existing accounts, introduce additional learning solutions, and strengthen long-term client partnerships.

• Collaborate with internal teams to develop and position tailored training, learning, and professional development solutions.

• Maintain accurate sales pipeline records, forecasts, and reporting to support commercial planning and revenue visibility.

• Monitor client needs and market developments to identify new opportunities for business growth.

• Adapt sales strategies to evolving customer requirements and changing market conditions.

• Represent the organization professionally during client meetings, industry events, and business development activities.

• Travel approximately 20%–40% of the time to meet clients and support commercial objectives.

Requirements:

The ideal candidate is a commercially driven sales professional with a strong track record in consultative B2B selling, client relationship development, and revenue generation. They should be comfortable engaging senior stakeholders, managing multiple opportunities, and working in a dynamic, collaborative environment.

• Have 5–8 or more years of experience in sales, business development, account management, or client relationship management.

• Demonstrate proven success in a consultative business-to-business sales environment.

• Possess excellent communication, presentation, negotiation, and relationship-building skills.

• Have experience engaging senior stakeholders and managing multiple sales opportunities simultaneously.

• Demonstrate the ability to manage the complete sales cycle, from initial outreach to contract negotiation and closing.

• Bring strong commercial awareness, analytical thinking, and strategic problem-solving skills.

• Be capable of identifying client needs and translating them into relevant, value-driven solutions.

• Demonstrate adaptability and the ability to work effectively in a small, agile team.

• Be comfortable working remotely while maintaining strong client relationships and meeting sales objectives.

• Be willing to travel approximately 20%–40% of the time.

• Be based in Dallas, Texas, for this remote position.

Preferred qualifications:

• Knowledge of the U.S. financial markets and financial services industry.

• Experience selling corporate training, learning and development, talent solutions, or professional development programs.

• Background in financial services, education, training, or professional services.

• Experience developing strategic accounts and building long-term relationships with senior decision-makers.

• Ability to adapt quickly to changing client priorities and evolving business needs.

Benefits:

• Commission eligibility: Eligible for sales commissions from day one.

• Remote work: Work remotely from Dallas, Texas, with travel for client meetings and business needs.

• Professional development: Access to training, leadership development, and mentorship programs.

• Career mobility: Opportunities to develop professionally within a global financial education and services environment.

• Retirement planning: Access to retirement planning programs.

• Tuition reimbursement: Financial support for eligible educational development.

• Comprehensive healthcare: Benefits supporting physical, mental, financial, social, and occupational well-being.

• Parental leave: Family-friendly policies, including a generous global parental leave program.

• Inclusive workplace: A collaborative environment supported by global Employee Resource Groups.

• Community engagement: Paid volunteer days, matched charitable donations, and opportunities to support community initiatives.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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