Strategic Relationship Manager Resume Sample
Work Experience
- Determines advisor’s goals as it relates to business model and growth initiatives; tracks goals and facilitates meetings w/ SME’s and account managers to accomplish and ensure accountability from Orion and from Advisor
- Ensures Salesforce is up-to-date with current custodians, CRM, Financial Planning system, Trading system or other technologies advisors utilizes; tracks which organizations our clients are part of and how Orion can get involved
- Uses ClickTools to help identify business goals and additional opportunities
- Shares development roadmap of Orion with advisors and obtains feedback to help us identify areas of additional development to support advisors business
- Maintains good standing to use for references and works to obtain referrals; tracks up to date status of reference availability; requests advisor helps Orion via social media and advisor reviews to help maintain Orion’s goods name
- Promotes Orion’s technology to advisors via distribution content
- Provides guidance and consulting to advisors on how to best utilize Orion’s technology
- Highly motivated to work for a leading growth technology business, and understand the difference relative to working for a large corporate company
- Optimistic with a strong sense of humor
- Strong interpersonal and communication skills, including public speaking
- Collaborate with product managers within WMS in managing partner firm relationships related to other products including structured products, syndicate offerings, UIT’s and ETF’s
- Position is based in Dallas at Viverae corporate headquarters
- Understand firm value-add content to increase usage in the field, drive partner firm participation at conferences and manage opportunities for various marketing channels
- Ensure the expectations of the customer are appropriately set and the trading assistants are briefed to effectively execute each trade to meet the customer’s requirements
- Proactively managing the profit and loss account for each retailer within assigned account portfolio
- Automation of processes within allocated accounts to improve efficiencies and reduce costs i.e. CM2, PBF, API Integration, Automated Settlement, E-signature, Amend Loan etc
- Debtors’ management: Provide the appropriate support to the team manager and/or head of department in regards to the progress with outstanding debtors
- Solving any client problems:Problems such as the supply contract didn’t start on time, incorrect billing or no bills are all the source of much irritation to a client. The timely and complete solution to such problems keeps clients impressed and happy with using our services
- Act as role model and mentor to the UK Relationship Management Team, developing professional, customer focused working relationships internally and externally, monitored by customer satisfaction research and reviewing individual performance against their KPI’s
- Provide, and ensure knowledge transfer, to ensure your team is well versedin delivering first class customer service, maintain a comprehensive understanding of the energy and carbon markets, can sell the benefits of all company services and comply with the company’s processes and procedures
- Ensure relevant, timely reporting on achievements against objectives,demonstrating the team’s performance against the agreed KPI’s ensuring the team achieve the financial new business and resign key performance indicators as set by the business including extension of customer agreements to maximise the value of the financial order book
- To understand the priorities of adviser relationships in the territory and the effective interaction of the team’s various roles
- To identify key intermediary relationships and the opportunity to support: service commitment to plan sponsors and employees; ability to generate additional revenue through growth and retention of assets under management; and, understanding the tools and resources of JH Retirement Plan Services
- To perform sales functions in the absence of an RVP for micro/small plans
Education
Professional Skills
- Proven problem solving/lateral thinking abilities including negotiation skills
- Strong contract negotiation, account management, and project management skills
- Proven internal and external customer service/relations skills
- Proven client relationship management skills
- A demonstrated track record of progressive responsibility, success in building and managing strategic partnerships with leading DSPs and programmatic partners
- Experience of using various media to market the business and directing key marketing strategies to enable business process transformation
- Manage a complex sales environment including managing multiple projects / Account Management experience
How to write Strategic Relationship Manager Resume
Strategic Relationship Manager role is responsible for negotiation, analytical, printing, credit, training, database, procurement, recruiting, trading, reporting.
To write great resume for strategic relationship manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Strategic Relationship Manager Resume
The section contact information is important in your strategic relationship manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Strategic Relationship Manager Resume
The section work experience is an essential part of your strategic relationship manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous strategic relationship manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular strategic relationship manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Strategic Relationship Manager resume experience can include:
- Strong Polish and English language skills
- A track record of successful selling at Major Account level and with previous experience demonstrating consistent individual over-achievement
- Previous experience selling Data Solutions into the Financial Services industry
- 10 – 15 years of Retirement Industry/Human Resources Experience
- Strong understanding of regulatory environment and its impact on business and the intermediaries’ future
- Strong ability to anticipate and respond to issues affecting intermediaries’ practice; and, define and resolve issues
Education on a Strategic Relationship Manager Resume
Make sure to make education a priority on your strategic relationship manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your strategic relationship manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Strategic Relationship Manager Resume
When listing skills on your strategic relationship manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical strategic relationship manager skills:
- Excellent verbal and written communication skills coupled with strong analytical and interpersonal skills
- Excellent computer skills, including strong working knowledge of Microsoft Office
- Strong Relationship Manager skills and demonstrated ability to communicate and influence at "C" level -1
- Strong influencing and negotiation skills and the ability to build strong relationships with stakeholders at all levels
- Strong Relationship Manager skills and demonstrated ability to communicate and influence at “C” level -1
- Proven ability to effectively manage multiple priorities and projects
List of Typical Experience For a Strategic Relationship Manager Resume
Experience For Senior Strategic Relationship Manager Resume
- Effectively and tactfully handle difficult or sensitive issues
- Establish courses of action to ensure that work is completed effectively
- Good understanding of end customer needs with focus on delivering solutions that help intermediaries and Standard Life better support their advice requirements
- Previous experience selling Data Solutions into the Technology sector
- Previous experience selling Data Solutions into the Professional Services sector
- Experience of working with Strategic level accounts
- Prioritize and complete tasks to deliver desired outcomes
- Demonstrated ability to manage and motivate team to deliver on goals
Experience For Industry Engagement Strategic Relationship Manager Resume
- Demonstrated ability to negotiate and manage complex business contract
- Creating, building and maintaining ongoing strategic C level -1 customer relationships across the customer organization
- Being the first point of contact for career services and Professors
- Responsible for the account management activities during and after the sale to enable the Sales Representatives to focus on selling activities
- An understanding of the property/lending sectors would be beneficial but not essential - applications welcome from any industry
- Used to working with a budget and understanding their commercial impact on the business
Experience For Empower Strategic Relationship Manager Resume
- Identify and position the best JHRPS tools/resources to support key intermediaries ongoing service commitments to plan sponsors and eligible employees
- Work with intermediaries to ensure quality ongoing service related to plan design, investment selection, and ERISA compliance
- Identify plans that are up for review, facing competitive threats, or have had issues in service quality and implement a retention strategy
- Extensive knowledge of EMEA Financial Markets Structure (especially emerging markets), across OTC and Listed products
- Respond to customer requests and inquiries regarding current and future work
- Maintain accurate, complete, up-to-date standard operating procedures, in addition to detailed account history
- Assist in the facilitation of creating prototypes and development of custom print pieces
Experience For Director, Strategic Relationship Manager Resume
- Comfortable being the core sales person and ‘product ambassador’ /pitch leader up to CEO/ PLC level
- To support larger plan sales final’s as required
- Coordinate TPA focused efforts with local RMD
- To maintain and advance intermediary relationships (both adviser and plan consultant (TPA)) in the absence of an RVP
- Ensure that profitable panel positions are secured and strategic deals are maximised across Standard Life’ key advisory propositions
Experience For Automotive Strategic Relationship Manager Resume
- Gather and share market place, competitor and adviser intelligence with other internal divisions (e.g. Proposition and Marketing) to help shape and influence the development of Standard Life’s strategy and intermediated proposition
- A sound understanding of customer processes (marketing, compliance, credit and purchasing) and the relevant customer proposition
- Ensure full adherence with all required compliance and risk guidelines protecting Standard Life’s reputation
- Co-ordinate a team based approach to selling and strategic account management
- Appropriate knowledge of relevant industries and markets
- Client Growth:Identifies business opportunities for both organic growth and cross-sale of other Voya products and works within the Voya organization to develop, position, close and implement these. Participates in the sale of new 401(k) business
Experience For VP, Strategic Relationship Manager Resume
- Client Retention and Contract Negotiations: Responsible client retention and manages RFIs, RFPs, and benchmarking exercises. Manages contract negotiations for existing clients. Responsible for pricing strategy, contract preparation and signing. Negotiates appropriate Service Level Agreements
- Business Leadership:Subject matter expert and senior contributor to management team providing insight and strategies that advance the business. Works with junior members of the service team providing guidance and mentoring to ensure client satisfaction
- Support the delivery of Standard Life’s Pension & Saving ambition through the engagement of key industry bodies across the UK
- Collaboration with key internal stakeholders to help shape and influence the development of Standard Life’s Pensions and Savings strategy and intermediated proposition
- Execute the Demand Side Platform business development and account management strategy across FreeWheel's global footprint
Experience For EA Mortgage Strategic Relationship Manager Resume
- Manage and develop a team of strategic account management and sales leads on a global scale
- Meet and exceed quarterly and annual revenue targets
- Assists in the negotiation of supplier specific agreements and monitor adherence to those agreements. Develops, amends and executes mid-value contracts / CDAs for on market products
- Engages and collaborates with Legal department and other functions appropriately to develop business contracts that meet supply chain needs
- Responsible for providing leadership and direction to site ensuring availability of raw materials and supplies to support manufacturing production. Collaborate with suppliers to actively monitor the performance of suppliers in the areas of delivery, quality and cost. Communicate the results internally and externally
- Identify metrics, tools, and processes to optimize sourcing, supplier activities, and efficiencies, and work collaboratively with stake holders to prioritize and drive implementation
Experience For Strategic Relationship Manager Mortgage & Housing Markets Resume
- Assists in Illumina’s Clinical Transformation journey and other regulatory requirements, company policies, operating procedures, processes and task assignments
- Demonstrates ability to understand industry financial / commodity trends and leverage these to improve Illumina supply chain e.g. oil prices, exchange rates
- Implement asset maximization and retention strategies that influence greater participation, increased deferral rates, and account consolidation
- Able to identify financial risk and take appropriate action to achieve best possible outcome for Illumina, and much more
- Progressively responsible experience in materials management/purchasing preferably in a highly regulated environment and proven familiarity with applicable regulations
- Aptitude to lead projects / negotiations
Experience For National Accounts Strategic Relationship Manager Resume
- Work with the pre and post sales teams regarding the creation and implementation of effective "solution reviews" to measure our ROI with customers projects and increase retention
- Interface with bank, block partners and internal constituents to understand overall objectives and requirements; prepare product build out strategy to create an optimal product offering for the bank and/or block partners
- Identify opportunities to improve plan recordkeeping and operations
- Provide periodic updates and reports pertaining to initiatives
- Maintain the highest standard of excellence in advisor service by attending to inquires/requests
- Build a long term partnership with partners to understand overall objectives to ensure relationship profitability
- Develop strategic, mutually beneficial relationships with advisors, TPAs, sponsors and the JHRPS team
- Provide inforce plan support to advisors with area Regional Vice President and Sales Consultant
Experience For Index & Data Strategic Relationship Manager Resume
- Train advisors and their support staff in the use of JHRPS tools and resources
- Establish self as a retirement plan leader within the region and as a source of creative solutions for advisors
- Maintain plan retention and contribute to profitable growth
- Work with plan sponsors to identify and implement enhanced enrollment solutions (identify optional features and services)
- Onboard new plans in a timely manner
List of Typical Skills For a Strategic Relationship Manager Resume
Skills For Senior Strategic Relationship Manager Resume
- Support to communication across the business utilising strong network, technical and domain knowledge and skills
- Strong communication skills, externally and internally, with the ability to communicate at the executive level in concise definitive terms
- Customer relationship management, previous experience in a customer-facing role is a strong requirement, especially in Nuclear Sector
- Strong track record of successfully managing external relationships and delivering against growth, revenue and new business targets year on year
- Detailed knowledge and experience in preparing responses to RFP’s and Proposals leveraging internal SME’s (onshore-offshore business model)
- Experience in leading a team through a matrixed selling environment
- Excellent understanding of retirement plans; retirement plan marketplace; and, key competition
- Strong understanding of investments and portfolio analysis
- Lead, advocate, and practice strong communication & collaboration with Account Team members, including sales managers
Skills For Industry Engagement Strategic Relationship Manager Resume
- Strong Understanding of compliance & HR procedures
- Good GCSE’s and A levels ideally including Maths and English
- Experience working with cross-functional teams across Equifax competencies
- Strategic selling experience with executive stakeholders
- ≥ 5+ years of sales experience,
Skills For Empower Strategic Relationship Manager Resume
- ≥ 5+ years of account management experience
- ≥ 5+ years of sales experience
- Able to organise a complex set of items and prioritise into manageable issues for action, analysis or resolution
- Strong Negotiator/Proactive Contract Management
- Extensive experience in corporate business development and relationship management
- Experience with a CRM database
- Experience in management of procurement processes in the public health system
- Understanding of harmonised business engagement models
- Working with government affairs and market access
Skills For Director, Strategic Relationship Manager Resume
- Assist and/or guide staff in the development of custom printing projects: including size, material, and print recommendations and researching new idea element
- Knowledge of existing and emerging regulatory/compliance requirements, including the ability to leverage that knowledge to proactively drive sales
- Thorough understanding of John Hancock products, pricing, services and procedures
- Thorough understanding of John Hancock story, products, pricing, services and procedures
- A mature and well-informed view of the dynamics of cross platform digital advertising and a deep understanding of the programmatic ecosystem
- Lead Equifax sales efforts for targeted account areas to include prospecting and closing new logos
- Daily contact with internal Orion departments regarding training sessions, course content, clarification on questions, etc
- Regular contact with Orion Advisors regarding training requests, schedules, clarification on questions, etc
Skills For Automotive Strategic Relationship Manager Resume
- Determine impact of presentation to various audiences; and, to prepare both informational and decision-making presentations
- Work with Sales Representative , Sales Management and Leadership in identifying customer needs and opportunities to secure new business
- Promote the profile of the Corporate Relationship Management Team by fostering cross team relationships within the organisation
- Manage negotiations, new prospect identification, sales pipeline, pricing and customer contracts
- Collaborate with GAPP/Market Access and support corresponding plans with assigned health system stakeholders
Skills For VP, Strategic Relationship Manager Resume
- Develop a service model within the portfolio to maximise revenue potential through increasing merchant engagement
- Manage internal compliance and reporting requirements as required
- Work closely with Finance, Risk, Marketing and Technology teams to deliver integrated strategies for target customers
- Knowledge of Microsoft Office applications including Word/Excel/Outlook/PPT
- Positive attitude to continual learning and development
- Understand and interpret customer needs and partner with product and engineering team to develop solutions
Skills For EA Mortgage Strategic Relationship Manager Resume
- Able to develop understanding of client market sector, customer needs and specific service offerings to acheive bid criteria
- Familiarity with Miller Heiman Strategic Selling methodology would be beneficial
- Regularly participate in client entertainment and activities focused on strengthening business relationships
- Solicit opportunities during interactions with advisors
- Set expectations for ongoing service and serve as a point of contact
- Schedule time in accordance with annual business plan with high-value advisors to support them in achieving their goals
- Driven by practical results, opportunities to offer new ideas and methods, play a supporting role, and opportunities to assist others with intention
- Motivate and be motivated
- Responsive, fast learner, adaptable
Skills For Strategic Relationship Manager Mortgage & Housing Markets Resume
- Accountable for all aspects of Team work
- In-depth knowledge of presentation preparation
- Exercise resiliency
- The role’s primary responsibility is to provide superior client service to our existing client base, post-sale, playing a critical role in the overall business and serves as an extension of RR Donnelley
- Cultivates and manages constructive relationships with executive level customer contacts and applies knowledge of customer’s business (organization structure, value chain, strategic plans, etc.) to assess and develop processes to deliver on service quality and solutions development for the customer
- Responsible for the overall program delivery; ensure conformity of deliverables to the contract and in accordance to the schedule, scope and budget
Skills For National Accounts Strategic Relationship Manager Resume
- Executes against direction and priorities for RRD’s Strategic Relationship Management team. Develops and implements staffing plans and support models; establishes and monitors organizational performance
- Delivers strategies for the department that complement and contribute to overall business objectives. Provides input based on customer needs and department’s initiatives to senior management. Executes long-term vision/strategy/plans for department and ensures annual goals are met
- Development and implement of end to end service plans for customers programs including staffing (centralized and localized), internal platform engagement, technical tools and financial assessment. Confirms compliance to service goals and metrics
- Maintains up to date knowledge of industry and technology trends, competitor strengths and weaknesses and translates the impact to actions toward achieving company objectives
- Maintains accurate, complete, up-to-date customer data in compliance with procedures and policy
- Performs within the customer contract parameters
- Provides data and input for forecast development and departmental budget
- Utilizes resources and tools to grow the account, expanding products and service offering and alternate revenue streams meeting revenue and operational budget targets
Skills For Index & Data Strategic Relationship Manager Resume
- Manage vendor base for best fit to customer’s product and geographical proximity need. Provide reporting and analyze vendor performance. Partner with RRD supply base owner in qualifying and on boarding new suppliers
- Highly skilled in the ability to understand the complexities of an intermediaries’ service model; and the ability to articulate how JH can compliment and support
- Demonstrate the tenacity to deliver on agreed revenue and quality targets in periods of market volatility, strong competitor response, and significant change
- An excellent understanding of retirement plans, retirement plan marketplace, and key competition
- Experience in the financial or investment services space, preferably in a sales or progressive client service or relationship management role
- Good knowledge of Polish market
- Three to five years of similar experience
List of Typical Responsibilities For a Strategic Relationship Manager Resume
Responsibilities For Senior Strategic Relationship Manager Resume
- Demonstrated ability to manage cross functional teams, internally and externally, to deliver to challenging project timelines
- Coordinate development of SSO and strategic account plans in alignment with business priorities
- Clear focus on safeguarding Standard Life’s reputation and brand
- Coordinate new plan openings and logistics
- Identify and address advisor or sponsor concerns and take corrective actions
- Identify and advisor for plan enhancements and optional services
Responsibilities For Industry Engagement Strategic Relationship Manager Resume
- Proactively review and update client information
- Create, maintain, and implement a territory plan that optimizes retention and growth
- Work with the team to identify strategy and growth opportunities to achieve the annual business plan
- Look for ways to help the advisor grow their book of business
- Client Growth:Identifies business opportunities for both organic growth and cross-sale of other Voya products and works within the Voya organization to develop, position, close and implement these solutions. Participates in the sales process for new 401(k) business
- Client Retention and Contract Negotiations: Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for client portfolio. Manages contract negotiations for existing clients. Responsible for pricing strategy, contract preparation and signing. Negotiates appropriate Service Level Agreements
- Business Leadership:Subject matter expert and senior contributor to management team providing insight, strategies and “best practices” that advance the business. Works with junior members of the service team providing guidance and mentoring to ensure client satisfaction and effective relationship management
- Deep technical knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends
Responsibilities For Empower Strategic Relationship Manager Resume
- Develop and maintain the relationship with top MBA schools and Universities in Europe
- Implement and attend events and activities that include: info sessions, FC treks, executive visits, careers fairs faculty visits, on-university interviews, Amazon Days, events with student organizations
- Collaborate with the University sponsors and cross-functional team such as marketing to develop university recruiting strategies at targeted universities
- Manage the events and activities budget in line with the strategy
- Knowledge of commercial cards & merchant products, systems and processes
Responsibilities For Director, Strategic Relationship Manager Resume
- Enthusiastic & motivated with a proactive approach
- Deep knowledge of Personal and Commercial Insurance LOB(s)
- Travel 25-30% of work time
- Establish, maintain and grow key customer relationships
- Work seamlessly across Equifax with his/her cross-functional team in order to smoothly engage and coordinate all functional areas as required
- Assess the client and prospect needs and leverage appropriate Equifax expertise/solutions for profitable sales
- Represent Equifax at key customer meetings or customer sponsored events
Responsibilities For Automotive Strategic Relationship Manager Resume
- Exceptional ability to manage a robust pipeline
- Life insurance and variable licenses as determined for territory
- Industry designations such as AIF, APA, APR, ChFC, CLU, CEBS, CFA, CFP, QKA, QPA, QPFC, RIA
- Understand the dynamics of the programmatic digital video ecosystem
- Easily adapt and navigate the internal landscape
- Able to address and present to the c-suite
- Elavon knowledge of products and systems
- Able to mentor team members in the use of tools and/or systems in the position
Responsibilities For VP, Strategic Relationship Manager Resume
- Able to explain programs policies and procedures in language that is understood by others.
- A door opener with the ability to generate key relationships at all levels
- Complex bid/tender creation and management in order to grow client market
- Management of client accounts and budgets to exceed targets
- Grow revenue through strategic account development
- Assume responsibility at senior level
- Proactively relationship manage a tier one merchant base
- Develop and action new business opportunities and leads
Responsibilities For EA Mortgage Strategic Relationship Manager Resume
- Represent the Diners Club brand and promote high levels of professionalism
- OTE c. £65k + car
- 25 days holiday pro-rated
- Reward & Recognition Scheme
- Tertiary qualifications in Procurement, Supply Chain Management or similar discipline, and a member of a recognised professional Procurement and Supply body, such as MCIPS
- Demonstrated extensive experience in Supplier Relationship Management (SRM), risk management and active supplier performance management to achieve organisational objectives
- Awareness and understanding of Government Procurement policies
- Proven planning, problem solving and analytical skills with the ability to work through issues with moderate complexity and guide and/or coach others in the resolution of problem
Responsibilities For Strategic Relationship Manager Mortgage & Housing Markets Resume
- Superior written and oral communication skills, including the ability to facilitate workshops and develop and deliver effective presentations at a senior executive level
- Development and execution of specific customer strategies through Key Account Plans (KAPs) and the management of positive, effective and open relationships with key customers
- Positioning of Rolls-Royce Submarines as the thought leader to your customers and from that deliver solutions
- Support to campaign and bid teams in development of value propositions and sales offers for new and existing sales opportunities
- Be the ultimate owner of the relationship between the client and Diners Club
- Introduce best practices from other clients to ensure improved efficiencies
- To grow portfolio revenue in line with assigned goals
- Develop and action new business opportunities and leads with the corporate portfolio
- Complete and maintain Account Strategy Plans for the portfolio
Responsibilities For National Accounts Strategic Relationship Manager Resume
- Increasing profitability and building customer loyalty by proactively identifying new opportunities and delivering innovative solutions that continue to add value and expand GBT’s web of influence
- Establish, maintain and manage key strategic customer relationships
- Lead Equifax new business development sales efforts for targeted account areas
- On behalf of the target account(s), develop business cases to support solution development that include the "voice of the customer"
- Leverage stakeholder mapping, WIN process and business intelligence to build a deep understanding of customer organization, requirements, processes and top issues
- Plan key RFPs based on WIN methodology and in collaboration with Baxter cross-fucntional teams
- Identify opportunities for improvement in total delivered profit in collaboration with the operations and businesses
Responsibilities For Index & Data Strategic Relationship Manager Resume
- Deep understanding of global and local exchanges and clearing houses, including organizational structure, product specialization, competitive landscape, and the trends therein
- Business Major or MBA
- Business, Health Sciences, Health Administration
- Engage and influence key internal and external stakeholders at a senior level
- Continually strive to develop a positive culture and growth mind-set in the business, focused on building trust with advisers and clients through long term relationships