# Relationship Manager

> Financial Statement Services, Inc · Santa Ana, United States (Hybrid) · Full-time · Posted 2025-04-17

**Salary:** USD 90,000–100,000

**Workplace:** hybrid

**Department:** Business Development

## Description

**Who We Are:**

FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a **Relationship Manager** to join our Business Development team in **Santa Ana, CA**. In this role, you’ll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you’re energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with **Credit Union clients**—we’d love to hear from you.

**Why You’ll Love This Role:**

-   **You’ll drive impact** by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations.
-   **You’ll own your portfolio**—working closely with the Chief Revenue Officer, you’ll be empowered to lead client retention, expansion, and development efforts.
-   **Your insights matter**—you’ll help shape how we grow, bringing real-time market feedback and your ideas to the table.
-   **Hybrid schedule available**, giving you a balance of collaboration and autonomy. _Will work onsite at least 3 days a week during an initial training period of no less than 90 days._

**Your Essential Duties:**

-   Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth.
-   Increase revenue by seeking out new business opportunities with current and prospective clients.
-   Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals.
-   Develop and present pricing proposals and RFP responses tailored to each client’s needs.
-   Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space.
-   Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work.
-   Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting.
-   Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning.
-   Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis.  
-   Serve as an escalation point for resolving client concerns and championing improvements.

## Requirements

**What You Bring:**

-   **Bachelor’s degree** in Business, Communications, or a related field.
-   5+ years of experience in business development or sales. **We are specifically seeking candidates who have worked with Credit Union clients or have direct experience in the Credit Union industry.**
-   A proven track record of hitting targets and closing deals.
-   A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities.
-   Strong communication and presentation skills, with a focus on building trust and long-term relationships.
-   The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment.
-   Proficiency in Word, Excel, PowerPoint, and CRM tools.
-   Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms.
-   A knack for learning and articulating technical concepts to non-technical audiences.

_**The description above is a summary of the highlights of the role, a full job description will be provided.**_

## Benefits

**Why Join Us?**

-   **Employee Ownership through our Employee Stock Ownership Plan (ESOP):** When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future.
-   **Culture of CARE for our Employees:** We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families.
-   **Industry Leadership:** FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.

**Benefits include:**

-   401(k) & Roth + Employee Stock Ownership Plan
-   Medical, Dental, Vision & Life Insurance
-   Vacation, sick leave and paid holidays – _including your birthday!_
-   Employee Assistance & Care Programs
-   Additional perks & employee award programs

Ready to grow with us? **Apply today!**

[**FSSI Careers Page**](https://www.fssi-ca.com/fssi-careers/)

[](https://www.fssi-ca.com/fssi-careers/)

## Apply

[Apply at Financial Statement Services, Inc](https://apply.workable.com/fssi/j/4831F8C945/apply)

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