Client Relationship Manager

As a Client Relationship Manager, you will drive sales performance by developing a strong client portfolio, identifying new business opportunities, and delivering consultative solutions that create lasting value.

• Generate new business opportunities and increase sales revenue across targeted accounts in the financial services market.

• Build, maintain, and manage a robust sales pipeline through proactive outreach, networking, referrals, and relationship development.

• Lead consultative sales conversations with prospective and existing clients to understand their business objectives, challenges, and training needs.

• Manage the full sales cycle, including prospecting, discovery, solution development, proposal preparation, negotiation, and closing.

• Build trusted relationships with senior stakeholders and decision-makers across client organizations.

• Identify opportunities to expand existing accounts, introduce additional learning solutions, and strengthen long-term client partnerships.

• Collaborate with internal teams to develop and position tailored training, learning, and professional development solutions.

• Maintain accurate sales pipeline records, forecasts, and reporting to support commercial planning and revenue visibility.

• Monitor client needs and market developments to identify new opportunities for business growth.

• Adapt sales strategies to evolving customer requirements and changing market conditions.

• Represent the organization professionally during client meetings, industry events, and business development activities.

• Travel approximately 20%–40% of the time to meet clients and support commercial objectives.

Requirements:

The ideal candidate is a commercially driven sales professional with a strong track record in consultative B2B selling, client relationship development, and revenue generation. They should be comfortable engaging senior stakeholders, managing multiple opportunities, and working in a dynamic, collaborative environment.

• Have 5–8 or more years of experience in sales, business development, account management, or client relationship management.

• Demonstrate proven success in a consultative business-to-business sales environment.

• Possess excellent communication, presentation, negotiation, and relationship-building skills.

• Have experience engaging senior stakeholders and managing multiple sales opportunities simultaneously.

• Demonstrate the ability to manage the complete sales cycle, from initial outreach to contract negotiation and closing.

• Bring strong commercial awareness, analytical thinking, and strategic problem-solving skills.

• Be capable of identifying client needs and translating them into relevant, value-driven solutions.

• Demonstrate adaptability and the ability to work effectively in a small, agile team.

• Be comfortable working remotely while maintaining strong client relationships and meeting sales objectives.

• Be willing to travel approximately 20%–40% of the time.

• Be based in Dallas, Texas, for this remote position.

Preferred qualifications:

• Knowledge of the U.S. financial markets and financial services industry.

• Experience selling corporate training, learning and development, talent solutions, or professional development programs.

• Background in financial services, education, training, or professional services.

• Experience developing strategic accounts and building long-term relationships with senior decision-makers.

• Ability to adapt quickly to changing client priorities and evolving business needs.

Benefits:

• Commission eligibility: Eligible for sales commissions from day one.

• Remote work: Work remotely from Dallas, Texas, with travel for client meetings and business needs.

• Professional development: Access to training, leadership development, and mentorship programs.

• Career mobility: Opportunities to develop professionally within a global financial education and services environment.

• Retirement planning: Access to retirement planning programs.

• Tuition reimbursement: Financial support for eligible educational development.

• Comprehensive healthcare: Benefits supporting physical, mental, financial, social, and occupational well-being.

• Parental leave: Family-friendly policies, including a generous global parental leave program.

• Inclusive workplace: A collaborative environment supported by global Employee Resource Groups.

• Community engagement: Paid volunteer days, matched charitable donations, and opportunities to support community initiatives.