Senior Risk Management Specialist

Creditsafe; Allentown (Lehigh County); On-site; USD 102,000 - 140,000; Full time

Job summary

A leading company is seeking a Senior Risk Management Specialist to drive revenue growth through strategic risk management solutions. This role involves analyzing client portfolios, collaborating with Account Managers, and optimizing upsell opportunities. The ideal candidate will have extensive experience in risk management and a strong analytical mindset. Join us in shaping risk-informed client strategies and enhancing client satisfaction.

Benefits

Full benefits package

Healthcare

Retirement contributions

Paid time off

Ongoing professional development

Qualifications

• 7+ years of experience in risk management or strategic sales.
• Advanced degree or certifications preferred.

Responsibilities

• Analyze client portfolios for upsell and cross-sell opportunities.
• Collaborate with Account Managers to deliver tailored risk solutions.

Skills

Analytical Mindset

Communication

Presentation Skills

Education

Bachelor’s degree in finance

Risk Management

Tools

CRM Platforms

Analytics Tools

Job description

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Helping companies onboard clients/vendors faster with less risk. KYC/KYB/CYA

About the Role

We are seeking a highly experienced Senior Risk Management Specialist to join our Client Risk Management (CRM) PA and CRT Groups. In this newly created role, you will work in close partnership with Account Managers to uncover risk-related opportunities across client portfolios and drive targeted upsell and cross-sell strategies. This is a high-impact, revenue-generating position that will directly influence client satisfaction and long-term retention while strengthening our competitive edge in the marketplace.

Key Responsibilities

• Analyze client portfolios to identify opportunities for upsell and cross-sell tied to risk management needs.
• Collaborate with Account Managers to develop and deliver tailored, data-driven risk solutions.
• Participate in client meetings to support proposal delivery and close new business.
• Monitor market trends, client feedback, and regulatory shifts to refine strategy.
• Track, report, and optimize revenue outcomes from upsell/cross-sell efforts.
• Support knowledge transfer by helping Account Managers build foundational risk management expertise.

Qualifications

• Bachelor’s degree in finance, Business, Risk Management, or related field (advanced degree or certifications preferred) or Risk Management industry experience equivalency.
• 7+ years of experience in risk management, strategic sales, or account development.
• Demonstrated success identifying and capturing revenue opportunities through collaborative efforts.
• Strong analytical mindset with proficiency in CRM platforms and analytics tools.
• Excellent communication and presentation skills, with a client-first approach.
• Competitive base salary: based on experience.
• Performance-based bonus tied to incremental revenue generated.
• Full benefits package, including healthcare, retirement contributions, and paid time off.
• Ongoing professional development and access to the latest sales and risk tools.

What Success Looks Like

• Uncover upsell/cross-sell opportunities in at least 25% of client portfolios within the first year.
• Generate $150,000–$200,000 in new revenue within the first 6 months.
• Contribute to a long-term increase in client retention and satisfaction.
• Help establish this position as a core strategic asset to the CRM PA and CRT Groups.

Ready to Make an Impact?

If you're a strategic thinker with deep expertise in risk management and a passion for driving revenue growth, we want to hear from you.

Apply today and be part of shaping the future of risk-informed client strategy.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Information Services

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