Relationship Manager Financial Services (R-19783)

Hybrid

Posted 3 days ago

AI summary

The Relationship Manager will partner with financial services organisations to solve business challenges using data and technology solutions, focusing on client relationships and revenue growth through renewals and upselling.

Eligible from: Unclear

Job Description

We are excited to be looking for a Relationship Manager to join our commercial team in London. As a Relationship Manager, you'll partner with leading financial services organisations to help them solve complex business challenges through data, analytics, and technology solutions. Working across both new and existing accounts, you'll build trusted client relationships, identify growth opportunities, and drive revenue through renewals, cross-sell and upsell initiatives. You'll act as a strategic advisor, leveraging technology and industry expertise to deliver meaningful outcomes for customers and support their long-term success.

Responsibilities

Key Responsibilities:

Fulfill the role of trusted advisor on Dun & Bradstreet solutions through the development of strong, positive relationships with clients, through strategic conversations to understand organizational business objectives and goals.

Maintain and grow revenue stream through successful renewal of existing business

Strong motivation and drive to work proactively to develop customer base both on existing as well as the defined prospect accounts

New account development and/or expanding existing accounts through cross-sell and up-sell of new opportunities within an established portfolio of clients working closely with Solutions Sales.

Carry out regular account management activity to “Protect” existing accounts. Proactively identify accounts at risk of churn and implement retention strategies.

End-to-end accountability for driving the negotiation, contracting, and approval processes.

Navigate deal management and negotiation including alignment of multiple decision makers, products or funding sources.

Develop and maintain an active pipeline of forecasted sales to meet annual quota objectives.

Ensure compliance with all business initiatives

Maintain consistent and accurate data in relevant CRM software (e.g. SFDC) and other sales tools to support territory, account planning and forecasting.

Collaborate with Client Success and increase retention rates through business reviews and win-back campaigns.

Requirements

About you:

Minimum of two years experience within an account management role

Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action

Be proactive, seek ways to collaborate and connect with people and teams in support of driving success.

Continuous growth mindset, keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors as well as widen and broaden your competencies through structural courses and programs

Proven success in closing sales, winning clients, managing client relationships with portfolio of accounts and attaining or exceeding annual quotas

Ability to rapidly assess client environments from a business process, organizational and technological perspective, and effectively prioritize opportunities for growth

Highly articulate with excellent business communication (verbal and written) skills and presentation skills suitable for a global corporate environment

Possesses excellent industry-leading sales methodology, relevant CRM software (e.g. SFDC) and Microsoft Office Suite skills

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About the job

Posted on: Sep 10, 2026
Job type: Full-time
Location: London - EnglandHybrid

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Relationship Manager Financial Services (R-19783)

AI summary

Job Description

Responsibilities

Key Responsibilities:

Requirements

About you:

Ready to Apply?

About the job

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