Relationship ManagerFinancial Statement Services, Inc • Santa Ana, CA, US
Relationship Manager
Financial Statement Services, Inc • Santa Ana, CA, US
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job_description.job_card.job_descriptionAct as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth. Increase revenue by seeking out new business opportunities with current and prospective clients. Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals. Develop and present pricing proposals and RFP responses tailored to each client’s needs. Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space. Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work. Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting. Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning. Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis. Serve as an escalation point for resolving client concerns and championing improvements. Bachelor’s degree in Business, Communications, or a related field. 5+ years of experience in business development or sales. We are specifically seeking candidates who have worked with Credit Union clients or have direct experience in the Credit Union industry. A proven track record of hitting targets and closing deals. A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities. Strong communication and presentation skills, with a focus on building trust and long-term relationships. The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment. Proficiency in Word, Excel, PowerPoint, and CRM tools. Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms. A knack for learning and articulating technical concepts to non-technical audiences. Employee Ownership through our Employee Stock Ownership Plan (ESOP) : When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future. Culture of CARE for our Employees : We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families. Industry Leadership : FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment. 401(k) & Roth + Employee Stock Ownership Plan Medical, Dental, Vision & Life Insurance Vacation, sick leave and paid holidays – including your birthday! Employee Assistance & Care Programs Additional perks & employee award programs
Who We Are :
FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA . In this role, you’ll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you’re energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients —we’d love to hear from you.
Why You’ll Love This Role :
- You’ll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations.
- You’ll own your portfolio —working closely with the Chief Revenue Officer, you’ll be empowered to lead client retention, expansion, and development efforts.
- Your insights matter —you’ll help shape how we grow, bringing real-time market feedback and your ideas to the table.
- Hybrid schedule available , giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days.
Your Essential Duties :
Requirements
What You Bring :
The description above is a summary of the highlights of the role, a full job description will be provided.
Benefits
Why Join Us?
Benefits include :
Ready to grow with us? Apply today!
FSSI Careers Page
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Relationship Manager • Santa Ana, CA, US
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