Relationship Manager

3 weeks ago

Southfield, United States Credibly Full time
Job DescriptionJob DescriptionDescription:

Who We Are:


A Top Place to Work

We believe in small businesses and the people who grow them. At Credibly, we leverage cutting-edge data science, technology, partner relations, and customer support to provide business owners with accelerated access to right-sized capital solutions. From working capital loans and merchant cash advances to lines of credit, we offer a suite of financing products that can accommodate nearly any stage of business development or credit profile.

Founded in 2010 with offices in Michigan, New York, and Arizona, we have provided access to over $2 billion to more than 50,000 small businesses nationwide. On top of being nominated as one of Crain’s 50 fastest growing companies in New York and making several appearances on the Inc. 500 list, Credibly is annually recognized for having one of the "Best Blogs For Small Businesses" by several media outlets.


The Opportunity


Credibly is looking for an ISO Relationship Manager to increase ISO (Independent Sales Offices/Brokers) partnerships. The successful candidate will be responsible for establishing contact with existing ISOs (book of business), identifying new ISO’s and following up on potential leads. The ISO Relationship Manager will also monitor industry trends to identify emerging markets and develop plans to utilize those markets to expand revenue.


What You Will Do:


· Aspiration-Setting: Sets bold aspirations – a clear vision – for the development of the relationship.

· Relationship Strategy: Sets and executes a client relationship strategy that defines which issues to focus on, which opportunities to pursue, and which individuals to invest in.

· Client Leadership: Is perceived as a leader and driver of business by ISOs within their book of business. Facilitates the development of a vision for the overall success of the ISO relationship with Credibly.

· Develop and maintain a thorough knowledge of Crediby’s services and pricing structure.

· Identify leads, manage prospects and acquire new business.

· Meet or exceed book of business sales goals.

· Complete scheduled and cold call prospecting activities to establish first and follow up appointments with ISOs.

· Prepare and deliver sales proposals/presentations and follow up with key decision makers within that organization.

· Utilize the company’s CRM daily, scheduling, and documenting activities, and developing prospective customer profiles.

· Complete relationship reviews for each in person ISO visit.

· Collaborate with the management team to improve marketing materials and expand the company’s marketing presence in the (specified) territory.

· Attend industry trade shows to accumulate new leads and make productive contact with existing clients.

· Stay on top of industry trends to identify potential opportunities for company growth.

· Develop and maintain an awareness of market behavior and competitive trends and respond accordingly.

· Regularly meet with Sales Supervisor to review weekly sales activities, progress on goals, and status of prospective customers.


What Makes You Special:


· 3+ years in Small Business Lending space (ISO management)

· Associate’s or Bachelor's degree preferred

· Must present and communicate in a professional manner

· Excellent verbal and written communication skills

· Must be organized with good time management skills

· Possess proven analytical/problem solving solutions for the customer and the company

· Computer proficiency in Windows and Microsoft applications

· Experience in developing and executing territory sales strategies

· Possess strong presentation, negotiation, and closing skills

· Must be self-motivated and comfortable working with little to no direction

· Excellent interpersonal communication


How You Will Benefit:


? Flexible working conditions, including remote or hybrid work

? Generous PTO package

? 8 Paid Company Holidays

? Paid Parental Leave, Bereavement, and Jury Duty

? 401k with company match (and 100% vesting after 2 years)

? Medical insurance through BCBSM or BCN

? Dental and Vision provided by BCBS

? HSA and FSA available, including LPFSA and Dependent Care

? Company paid life insurance and short-term disability

? Additional optional insurances

Requirements:


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