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Strategic Relationship Manager - Credit Unions

Midigator

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

  • 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.

What Experience You Need

  • 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

What Could Set You Apart

  • 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

Equifax is required by law to include a good-faith salary range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets; experience and training; and other business and organizational needs. At Equifax, it is not typical for an individual to be hired at or near the top of the range for their role. A reasonable estimate of the current base salary range is $152,820.00 to $180,000.00. This position is also eligible for our sales incentive compensation program at approximately 43%. The application window is anticipated to close on Friday, April 3, 2026. This date is a good faith estimate only and may be modified where necessary.