Senior Relationship Manager

Jobtailor; Morristown (NJ); On-site; USD 120,000 - 160,000; Full time

Job summary

PerformLine is seeking a strategic partnerships leader in Morristown, NJ to own enterprise accounts and drive revenue through renewals, expansions, and new business lines. You will manage executive relationships, coordinate with client success, and lead multi-year negotiations to maximize ROI.

You will leverage AI tools to synthesize data for accurate forecasting and renewal prep while collaborating with Sales, GTM, and Product teams to identify expansion opportunities and cross-sell.

Qualifications

• Hands-on client interaction in the financial services space.
• Ability to learn new technologies quickly and completely.
• Experience using AI to create efficiency and positive outcomes.
• Organized, detail-oriented, and expert at multitasking.
• Self-motivated team player in a fast-paced environment.
• Ability to thrive amidst ambiguity.
• Thoughtful, humble, empathetic, respectful, and calm communication.
• Work authorization without employer sponsorship required.

Responsibilities

• Own strategic partnerships and revenue outcomes for PerformLine's largest Enterprise accounts.
• Build and manage executive relationships at VP and C-suite level.
• Carry quota for renewal retention and expansion bookings.
• Maintain account plans, forecasts, and whitespace analysis.
• Partner with Client Success Managers on partnership health and growth.
• Lead negotiations on pricing, terms, and multi-year agreements.
• Collaborate with Sales, Marketing/GTM, and Product on expansion opportunities.
• Lead executive business reviews focused on ROI and strategic outcomes.
• Use AI tools to synthesize account data and accelerate forecasting and renewal preparation.
• Execute renewal strategies and own gross retention targets.
• Pursue new lines of business and channels within accounts.
• Identify and close upsell and cross-sell opportunities.
• Monitor revenue and risk metrics and report account health to leadership.
• Represent PerformLine at client and industry events.

Skills

Executive relationships

Strategic partnerships

Forecasting

Negotiation

Upselling

Cross-selling

Renewal strategy

Whitespace analysis

AI tools

Financial services

Tools

Claude

Job description

Own strategic partnerships and revenue outcomes for a book of PerformLine's largest Enterprise accounts
Build and manage executive relationships at VP and C-suite level
Carry quota for renewal retention and expansion bookings
Maintain account plans, forecasts, and whitespace analysis
Partner with Client Success Managers on partnership health and growth
Lead negotiations on pricing, terms, and multi-year agreements
Collaborate with Sales, Marketing/GTM, and Product on expansion opportunities
Lead executive business reviews focused on ROI and strategic outcomes
Use AI tools such as Claude to synthesize account data and accelerate forecasting and renewal preparation
Execute renewal strategies and own gross retention targets
Pursue new lines of business and channels within accounts
Identify and close upsell and cross-sell opportunities
Monitor revenue and risk metrics and report account health to leadership
Represent PerformLine at client and industry events

Requirements

• Hands-on experience with client interaction in the financial services space
• Ability to learn new technologies quickly and completely
• Experience using AI to create efficiency and positive outcomes
• Organized, detail-oriented, and expert at multitasking
• Self-motivated team player comfortable in a fast-paced environment
• Ability to thrive amidst ambiguity
• Thoughtful, humble, empathetic, respectful, and calm communication
• Work authorization without employer sponsorship required

Core Competencies

Demonstrates expertise in managing strategic partnerships and revenue outcomes, particularly within Enterprise accounts in the financial services sector. Proficient in utilizing AI tools for data synthesis and forecasting while maintaining strong executive relationships and executing renewal strategies.

Hard Skills

• Account Planning
• Forecasting
• Negotiation
• Upselling
• Cross-Selling
• Renewal Strategy Execution
• Whitespace Analysis
• Revenue Monitoring
• Risk Metrics Analysis
• Multi-Year Agreement Management

Soft Skills

• Organized
• Detail-Oriented
• Multitasking
• Self-Motivated
• Empathetic Communication

Industry Keywords

• Enterprise Accounts
• Financial Services
• Client Success Management
• Sales Collaboration
• GTM Strategy

Tools & Technologies

• AI Tools
• Claude