Strategic Relationship Manager - Credit Unions
Midigator
Customer Service
United States · Georgia, USA · Atlanta, GA, USA
USD 152,820-180k / year
Posted on Mar 25, 2026
Equifax is seeking an experienced Relationship Manager to join our Financial Institutions vertical. In this role, you will be the strategic "quarterback," building deep, C-level relationships alongside a dedicated account team focused on Credit Unions . You will drive growth by understanding your clients’ unique challenges and partnering with them to create and implement solutions that deliver tangible value and a clear return on investment.
What You’ll Do
What You’ll Do
- Become a strategic partner to your clients by deeply understanding their business KPIs, market challenges, and key initiatives.
- Lead the account strategy by developing and executing a comprehensive plan that drives growth and retention for your portfolio.
- Quarterback the client relationship , serving as a primary point of contact and ensuring a seamless experience from onboarding to solution delivery and ongoing satisfaction.
- Drive revenue growth by identifying new opportunities and expanding existing relationships across different departments within client organizations.
- Collaborate with internal teams to share customer insights that help shape future product development and marketing strategies.
- Manage all aspects of the business relationship , including sales presentations, proposals, contract renewals, Quarterly Business Reviews and account forecasting to exceed revenue goals.
- Host and facilitate product trainings for customers to ensure they are getting the most out of our solutions.
- Act as a trusted advisor , providing recommendations and implementing improvements to optimize how clients use Equifax solutions.
- Bachelor's degree from an accredited university or equivalent work experience
- 10+ years of related experience in Enterprise-level B2B sales, account, and/or relationship management roles with a focus on the financial services industry, preferably experience selling into large Credit Unions
- Experience working with complex, multi-divisional, and multi-geographical customers
- Strong relationship and account management skills
- Ability to work effectively internally and externally with individuals and groups in managing customer relationships
- Excellent presentation, verbal, and written communication skills
- Strong computer and sales technology skills including G-Suite, Microsoft Office (Word, PowerPoint, Excel), and Salesforce or other CRM/prospecting resources
- Deep Financial Institution and Credit Union knowledge
- Exceptional organizational skills
- Ability to analyze data and market trends
- Demonstrated empathy and a team-oriented mindset
- Ability to navigate highly matrixes organizations