PrecisionLender, a Q2 company, is looking for a high-energy, results driven professional with sound business acumen and natural sales instincts to join our sales organization as a Relationship Manager. Reporting to the VP of Client Strategy, you will build and maintain relationships with new and existing financial services clients, earning their respect and becoming their trusted advisor. If you are driven to exceed customer expectations, are comfortable working with executives, have a passion for helping clients be successful, and have a track record of surpassing sales targets, we want to hear from you.

With offices in Charlotte and Cary NC, Austin TX, London, Sydney, Bangalore, as well as remote working options, there are countless opportunities for career advancement at PrecisionLender and Q2.

RESPONSIBILITIES:

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· Build and maintain respectful and collaborative relationships with executives and leaders at new and existing clients as assigned, resulting in their retention and expansion

· Participate at the tail end of a new client sales process and throughout the implementation process, not as their primary delivery liaison, but to begin building rapport with the bank executive and learn more about their business strategy, goals, and needs

· Meet with assigned clients regularly to review their usage statistics and bank performance as part of ongoing client success reviews, determining ways in which the bank is achieving success with PrecisionLender/Q2, and where opportunities may exist

· Translate bank opportunities from client success reviews into ways PrecisionLender/Q2 products and services can help them improve their performance

· Lead other client success routines, including strategy sessions with bank executives and other bank leaders, as well as PrecisionLender platform assumption reviews with bank teams

· Manage client renewals for assigned accounts, including using the renewal event to assess client’s current state and determine additional needs that could be addressed by PrecisionLender/Q2

· Prepare and escalate pricing recommendations, adjustments, and credits through the defined Delegation of Authority (DOA) process

· Develop and negotiate proposals with clients; work with internal counsel to develop and deliver contractual amendments and new contracts

· Generate client interest and participation in PrecisionLender/Q2 events (client conference, user groups, client advisory boards, etc.)

· Secure client references and approve or decline reference requests from account executives and other relationship managers

· Maintain Client detail information in Salesforce (e.g., visit logs, call logs profile updates, client reference status, client retention risk ratings, holiday cards and gifts, etc.)

· Coordinate and deliver product demos and product-specific discussions for existing clients

· Funnel feedback from clients, provide input to Product Team on system enhancements and new releases, including support of projects as needed

· Assist clients with documentation for audit requests (i.e. financials, or data from Q2 not posted in the Client portal)

· Coordinate, as needed, with vendor partners to address client requests

· Participate in cross sell campaigns as identified by the Head of Client Strategy

· Represent PrecisionLender/Q2 at client events, onsite group sessions, as needed or assigned

EXPERIENCE AND KNOWLEDGE:·

· Bachelor’s degree or equivalent experience required, advanced degree preferred

· 8+ years of B2B relationship management experience

· Minimum 4 years direct experience managing strategic accounts

· Banking or banking software experience required

· Proven results in revenue retention, metrics-driven customer advocacy/satisfaction environment, and cross sell quota

· Proven relationship building skills with executives and experience maneuvering within C-level structure of a large account

· Articulate, thorough, and process-minded

· Advanced user of Microsoft Office suite, including PowerPoint and Excel

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.