Partnership Account Manager

American Heritage Credit Union; Philadelphia (Philadelphia County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Job summary

American Heritage Credit Union, a prominent $5+ billion institution, seeks a Partnership Account Manager to execute the business development plan and drive community outreach. You’ll manage 100+ workplace partners, deepen relationships, and promote membership growth through strategic marketing and in-person events.

Key duties include pipeline development, revenue forecasting, and cross-selling opportunities while representing the credit union at events and meetings.

Qualifications

• One year to three years of business development and/or sales experience.
• Equivalent to a college degree (BS or BA in a relevant field).
• Must be available to work weekend hours and Credit Union events as needed.
• Strong knowledge of business development/relationship management practices and credit union products and services.
• Strong initiative, competitive drive, and ability to handle multiple tasks in a fast-paced environment.
• Proven ability to be innovative and creative in generating ideas.
• Proficiency in CRM software.
• Intermediate knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint).
• Ability to travel to various locations and work weekend hours (when needed).

Responsibilities

• Manage a diverse portfolio of 100+ workplace partners, 12K+ members, $50M-$149M deposits and $50M-$99M in loans.
• Serve as the primary contact for account management, retention, and growth.
• Develop strategic marketing plans and promotional activities to enhance partnerships.
• Execute marketing tactics to promote credit union membership at partner meetings and events.
• Proactively communicate with workplace partners via various channels.
• Cross-sell referral opportunities to increase member lifetime value and reduce turnover.
• Develop a prospect pipeline for 100-300 employee workplace partners.
• Provide timely sales forecasts, pipeline updates, and reports to management.
• Facilitate regular meetings with workplace partners to review progress and goals.
• Maintain deep understanding of products and services offered.
• Use CRM to document interactions, track activities, and monitor performance.
• Analyze CRM reports for partner penetration, revenue, and product positioning.

Skills

Sales experience

CRM familiarity

Relationship management

Travel ability

Weekend availability

Education

BS or BA in a relevant field

Tools

CRM software

Microsoft Office

Job description

American Heritage Credit Union, a $5+ billion credit union, has an excellent opportunity available for a Partnership Account Manager! This position will assist in the implementation of the overall business development plan for the credit union and perform a variety of duties related to the business development function within the credit union including community outreach, financial wellness, and our Kids-N-Hope Foundation.

Responsibilities Include

• Manage a diverse portfolio of 100+ workplace partners, 12K+ members, $50M-$149M deposits and $50M-$99M in loans, serving as the primary point of contact for overall account management, retention, and growth.
• Manage and nurture relationships with a diverse range of workplace partners' points of contact ensuring their needs are met and provide ongoing support to foster loyalty and growth.
• Increase membership, penetration, and monthly revenue by achieving and/or exceeding sales performance metrics in assigned workplaces.
• Collaborate with workplace partner points of contact to develop strategic marketing plans and promotional activities to enhance partnerships, drive new membership, and increase our brand visibility.
• Execute marketing tactics that promote credit union membership at workplace partner meetings, new employee orientations, open enrollments, benefit fairs, staff events, etc.
• Proactively communicate with workplace partners though various channels including virtual and in-person meetings, events, presentations, emails, and phone calls.
• Use the "consultative" sales approach to cross-sell referral opportunities based on members' evolving needs to increase member lifetime value and reduce member turnover.
• Develop a prospect pipeline for potential workplace partners with 100-300 employees in assigned territory.
• Provide timely and accurate sales forecasts, opportunities, pipeline updates, and reports to management, tracking progress against targets.
• Facilitate regular meetings and check-ins with workplace partners to review progress, share insights, and review alignment on goals.
• Develop and maintain a deep understanding of our product and service offerings, ensuring workplace partners are well-informed about their value.
• Utilize customer relationship management (CRM) system to document workplace partner interactions, track sales activities, and manage sales performance metrics efficiently.
• Analyze CRM reports for workplace partner penetration, revenue, and product positioning and identify new areas of growth.

Qualifications

• One year to three years of business development and/or sales experience.
• Equivalent to a college degree (BS or BA in a relevant field).
• Must be available to work weekend hours and Credit Union events as needed.
• Strong knowledge of business development/relationship management practices and credit union products and services.
• Strong initiative, competitive drive, and ability to handle multiple tasks in a timely manner and stay focused on results in a fast-paced environment.
• Proven ability to be innovative and creative in generating ideas.
• Proficiency in CRM software.
• Intermediate knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint).
• Ability to travel to various locations and work weekend hours (when needed).

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company.

Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates.

EOE M/F/D/V