Senior Relationship Manager
Q2 is seeking a Senior Relationship Manager responsible for delivering sales and leading strategic engagements for a blended bank and credit union portfolio of clients, across both the retail and commercial banking spectrums. Building, deepening and retaining client relationships, extending contracts, as well as cross-selling new products and capabilities, are all critical components of this role, as is the ability to partner effectively internally to ensure client needs are met across the organization. The ideal candidate is a dynamic professional with a zest for strategic conversations and ability to close business deals that effectively meet client needs and deliver on sales goals.
RESPONSIBILITIES:
Understand and guide financial institution (FI) digital strategies across retail and commercial banking, lending and treasury management functions
Identify opportunities and cross-sell additional Q2 products to established client base
Lead contract renewal negotiations for assigned accounts
Leverage effective sales methodologies to forecast and build a strong lead pipeline
Analyze client problems, needs and requirements, and then position Q2 products and services to resolve/meet them
Deepen relationships with client base, developing executive contacts across the organization
Plan and lead quarterly business reviews, tying client strategies to presentation content, sharing Q2 roadmaps and providing industry-relevant knowledge to help meet client growth objectives
Lead monthly strategic calls with executives, ensuring Q2 is meeting the expectations of the FI and that we are perceived as a partner vs vendor
Represent Q2 at client events and user group sessions, as needed or assigned
Provide input to Product Management on recommended enhancements based on client feedback
Provide product information on regular cadence to drive client interest and showcase Q2 innovation
EXPERIENCE AND KNOWLEDGE:
8+ years minimum Business to Business or Business to Consumer sales and relationship management experience
Digital Banking experience required, either at an online banking service provider or running online banking at a bank or credit union
Proven results in meeting/exceeding sales and satisfaction targets, including renewals, cross-sales and metrics-driven client advocacy/satisfaction
Proven executive relationship building skills, including ability to drive organizational needs-assessment, and experience maneuvering within C-level structure of a large account
Deep understanding of digital financial strategies and market dynamics
Interest in financial technology and software
Lifelong learner with desire to continually delve into and further develop understanding of new digital and fintech offerings
Proven ability to work effectively remotely, and willingness travel as needed
At Q2, our goal is to be a diverse and inclusive workforce that fosters mutual respect for our employees and the communities we serve. Q2 is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.