Senior Relationship Manager

| Austin
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Q2 is seeking a 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:

  • Build and maintain respectful and collaborative relationships with new and existing clients, as assigned 
  • Participate in the implementations process for new clients as assigned(optimally four times per year), not as the primary liaison, but to begin building rapport with the client and learn their specific needs
  • Meet with assigned clients at least monthly by phone and in person as needed (but at least once per year) to review their online banking statistics, goals and future plans along with any specific issues they are having
  • Analyze customer problems, needs and requirements, and then position Q2 products and services to resolve/meet them
  • Ensure that customer’s issues are dealt with efficiently by the other areas of Q2, as needed and inform Management of significant issues
  • Provide contract renewal management for assigned accounts
  • Coordinate, as needed, with vendor partners to address client requests
  • Identify opportunities and cross-sell additional features of Q2 to existing clients
  • Participate in cross-sell campaigns as identified by the Director of Relationship Management
  • Represent Q2 at customer events and Client User group sessions, as needed or assigned
  • Responsible for ensuring that all security, availability, confidentiality and privacy policies and controls are adhered to
  • Provide input to Product Management on enhancements and new releases, including support of commercialization projects as needed
  • Provide demo and training support and/or scheduling for existing clients as needed

 

EXPERIENCE AND KNOWLEDGE:

  • 8+ years of Business to Business or Business to Consumer relationship management experiences
  • In depth experience supporting clients
  • Minimum 4 years’ direct experience managing strategic accounts
  • Banking or Banking software experience required
  • Proven results in cross-sales quota and metrics-driven customer advocacy and satisfaction environment
  • Proven executive relationship building skills and experience maneuvering within C-level structure of a large account
  • Articulate, thorough, and process-minded individual
  • #LI-Remote

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.

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Technology we use

  • Engineering
  • Product
    • C#Languages
    • JavaLanguages
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    • PythonLanguages
    • jQueryLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • DjangoFrameworks
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    • TensorFlowFrameworks
    • MongoDBDatabases
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    • ConfluenceManagement
    • TrelloManagement
    • WrikeManagement

Location

Our HQ is in North Austin, near Lakeline Mall area with easy access to multiple highways and the Toll road.

An Insider's view of Q2

What are some social events your company does?

We host a variety of fun events appealing to our community of interest groups, ranging from an annual Dodgeball tournament benefiting JDRF Austin, to celebrating Diwali, to quarterly culture events following our townhalls that include something for everyone!

Kelley

Sr. Community & Culture Champion

How has your career grown since starting at the company?

I started on Helpdesk, after 2 years got training and certification as Salesforce Administrator, now working in that role at Q2.

Andy

Salesforce Admin.

How would you describe the company’s work-life balance?

I had no idea when I decided to come to Q2 how much fun working here would be. While we work hard to drive big results, we also find opportunities to have a great time. This is the first work environment where I truly feel that I have found a supportive work family.

Taylor

HR Business Partner

What are Q2 Perks + Benefits

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Onsite Gym
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Parking
Relocation Assistance
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications
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