PARTNERSHIP ACCOUNT MANAGER

7 17 Credit Union; Ohio; On-site; USD 65,000 - 95,000; Full time

Job summary

7 17 Credit Union is seeking a Partnership Account Manager to cultivate relationships with workplace partners across Ohio. You will serve as the primary contact for a portfolio of 100+ organizations, driving membership, loans, and deposits through consultative engagement and strategic partnerships.

In this regional role, you’ll travel to workplace events, deliver presentations, and collaborate with internal teams to tailor financial solutions.

Qualifications

• High school diploma or equivalent required.
• Experience in business development, sales, or relationship management.
• Strong relationship-building and communication skills.
• Ability to manage multiple relationships and projects in fast-paced environment.
• Proficiency with CRM software; MS Office.

Responsibilities

• Build and grow partnerships with 100+ workplace partners.
• Develop strategies to increase membership, loans, deposits, and revenue.
• Lead presentations and coordinate events promoting 7 17.
• Maintain pipeline and forecast sales; provide reports to management.
• Travel regionally to workplace partners and events.

Skills

Relationship-building

Communication

Sales

Time management

Education

High school diploma or equivalent

Bachelor's degree in business or related field

Tools

CRM software

Job description

PARTNERSHIP ACCOUNT MANAGER# PARTNERSHIP ACCOUNT MANAGERWarren, OH 44483; Canton, OH 44718; Akron, OH 44311; Kent, OH 44240; Ravenna, OH 44266; Stow, OH 44224## DescriptionAre you a relationship-builder who enjoys connecting with people, developing business partnerships, and creating opportunities for growth? 7 17 Credit Union is looking for a Partnership Account Manager to build and strengthen relationships with businesses and workplace partners throughout our communities.In this role, you’ll serve as a trusted partner to a portfolio of 100+ workplace organizations while identifying new opportunities to grow membership, loans, deposits, and long-term relationships. You’ll have the opportunity to represent 7 17 at workplace events, community activities, networking opportunities, employee orientations, benefit fairs, and other events throughout the region.This is a highly visible, relationship-driven role for someone who is energetic, creative, confident, and motivated by results.## What You’ll Do### Build & Grow Partnerships* Manage a diverse portfolio of 100+ workplace partners, serving as the primary point of contact for relationship management, retention, and growth.* Develop strong relationships with business and workplace contacts and serve as a trusted resource for their needs.* Conduct regular meetings and check-ins with workplace partners to review progress, identify opportunities, and strengthen relationships.* Reestablish and develop new relationships with workplace partners throughout your assigned territory.* Build and maintain a pipeline of prospective workplace partners, particularly organizations with 50+ employees.### Drive Growth & Business Development* Develop strategies to increase membership, workplace penetration, loans, deposits, and overall revenue.* Use a consultative sales approach to identify opportunities and connect members with products and services that meet their evolving financial needs.* Prospect through networking, community involvement, charitable events, corporate events, referrals, and other relationship-building opportunities.* Identify new opportunities for growth by analyzing workplace partner penetration, revenue, product usage, and other performance data.* Provide accurate sales forecasts, pipeline updates, opportunity reports, and other performance information to management.### Create Visibility & Engagement* Collaborate with workplace partners to develop strategic marketing plans and promotional activities.* Represent 7 17 Credit Union at: + Employee orientations + Benefit fairs + Open enrollment events + Workplace meetings + Staff events + Community events + Networking and corporate events* Deliver presentations and promote the value of 7 17 Credit Union membership.* Develop creative and innovative ideas to increase brand awareness, engagement, and membership growth.* Communicate regularly with partners through in-person meetings, virtual meetings, phone calls, email, presentations, and events.### Support Our Members & Partners* Develop a strong understanding of 7 17 Credit Union's products and services and effectively communicate their value.* Track workplace partner interactions, sales activities, opportunities, and performance metrics using CRM and other systems.* Maintain accurate documentation and follow up consistently on relationship and business development opportunities.* Collaborate with internal teams to provide an exceptional experience for workplace partners and members.## Travel & ScheduleThis is a regional, relationship-focused position requiring regular travel throughout the assigned territory. The role may include occasional evening and weekend hours for workplace, community, networking, and Credit Union events.## Why Join 7 17 Credit Union?At 7 17, you'll have the opportunity to make a meaningful impact by helping individuals and businesses connect with financial solutions while building strong relationships throughout the communities we serve.This is more than a traditional sales role — you'll be a visible representative of 7 17 and a strategic partner to the businesses and organizations we serve.If you're a relationship-driven professional who enjoys business development, community involvement, and creating opportunities for growth, we'd love to hear from you!Apply today and join the 7 17 Credit Union team.## Qualifications## What We’re Looking ForRequired:* High school diploma or equivalent.* At least 5 years of related experience and/or training, or an equivalent combination of education, experience, and training.* Experience in business development, sales, relationship management, account management, or a related field.* Strong relationship-building and communication skills.* Ability to manage multiple relationships, priorities, and projects in a fast-paced environment.* Strong initiative and a competitive, results-oriented mindset.* Creativity and the ability to develop innovative ideas and solutions.* Proficiency with CRM software.* Intermediate knowledge of Microsoft Office, including Outlook, Word, Excel, and PowerPoint.* Ability to travel regionally.* Availability to work occasional weekends and attend Credit Union and community events as needed.Preferred:* Bachelor's degree in business or a related field.*Equivalent combinations of education, experience, and training may be considered in lieu of a bachelor's degree.*## The Ideal CandidateYou may be a great fit for this position if you are someone who:* Naturally builds relationships and enjoys meeting new people.* Is comfortable representing an organization in front of businesses, employees, and community groups.* Can confidently lead presentations and conversations.* Enjoys both relationship management and business development.* Is motivated by goals and measurable results.* Thinks creatively and looks for new ways to generate business.* Is organized and able to manage a large portfolio of relationships without losing sight of the details.* Is comfortable working independently while collaborating with a team.* Enjoys being active in the community and building connections beyond the office.* Brings professionalism, enthusiasm, initiative, and a genuine customer-service mindset.