Relationship Manager Financial Services (R-19783)

Dun & Bradstreet; Greater London; On-site; GBP 55,000 - 90,000; Full time

Job summary

Dun & Bradstreet in London is seeking a Relationship Manager to partner with leading financial services organisations, building trusted client relationships and driving revenue through renewals, cross-sell and upsell initiatives.

You will work across new and existing accounts, manage contract negotiations, maintain CRM data, and collaborate with Client Success to improve retention and account growth.

Qualifications

• Minimum of two years experience within an account management role.
• Owns the relationship development process and demonstrates a solution-focused mindset.
• Proven track record in closing deals and achieving or exceeding quotas.
• Strong communication and presentation skills for a global corporate audience.
• Proactive collaboration with cross-functional teams to grow accounts.

Responsibilities

• Act as trusted advisor to clients and understand business objectives.
• Grow revenue through renewals, cross-sell and upsell opportunities.
• Develop and maintain an active sales pipeline to meet annual quotas.
• Coordinate with Solutions Sales and Client Success to retain and expand accounts.
• Lead negotiations, contracting and deal approvals across stakeholders.
• Maintain accurate CRM data to inform planning and forecasting.

Skills

Account management

Sales

Client relationship management

Negotiation

Communication

Tools

Salesforce SFDC

Microsoft Office

CRM software

Job description

Shape the Future with Dun & Bradstreet

At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers.

We are excited to be looking for a Relationship Manager to join our commercial team in London. As a Relationship Manager, you'll partner with leading financial services organisations to help them solve complex business challenges through data, analytics, and technology solutions. Working across both new and existing accounts, you'll build trusted client relationships, identify growth opportunities, and drive revenue through renewals, cross-sell and upsell initiatives. You'll act as a strategic advisor, leveraging technology and industry expertise to deliver meaningful outcomes for customers and support their long-term success.

Key Responsibilities:

• Fulfill the role of trusted advisor on Dun & Bradstreet solutions through the development of strong, positive relationships with clients, through strategic conversations to understand organizational business objectives and goals.
• Maintain and grow revenue stream through successful renewal of existing business
• Strong motivation and drive to work proactively to develop customer base both on existing as well as the defined prospect accounts
• New account development and/or expanding existing accounts through cross-sell and up-sell of new opportunities within an established portfolio of clients working closely with Solutions Sales.
• Carry out regular account management activity to “Protect” existing accounts. Proactively identify accounts at risk of churn and implement retention strategies.
• End-to-end accountability for driving the negotiation, contracting, and approval processes.
• Navigate deal management and negotiation including alignment of multiple decision makers, products or funding sources.
• Develop and maintain an active pipeline of forecasted sales to meet annual quota objectives.
• Ensure compliance with all business initiatives
• Maintain consistent and accurate data in relevant CRM software (e.g. SFDC) and other sales tools to support territory, account planning and forecasting.
• Collaborate with Client Success and increase retention rates through business reviews and win-back campaigns.

About you:

• Minimum of two years experience within an account management role
• Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action
• Be proactive, seek ways to collaborate and connect with people and teams in support of driving success.
• Continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs
• Proven success in closing sales, winning clients, managing client relationships with portfolio of accounts and attaining or exceeding annual quotas
• Ability to rapidly assess client environments from a business process, organizational and technological perspective, and effectively prioritize opportunities for growth
• Highly articulate with excellent business communication (verbal and written) skills and presentation skills suitable for a global corporate environment
• Possesses excellent industry-leading sales methodology, relevant CRM software (e.g. SFDC) and Microsoft Office Suite skills