Role Description
The Business Relationship Manager is responsible for driving retention and new revenue growth across a portfolio of customers. This role focuses on delivering measurable value, expanding product adoption, and identifying cross-sell opportunities. The ideal candidate brings a strong track record selling mortgage technology or fintech solutions, paired with exceptional communication and relationship-building skills.
The target base salary for this role is $100,000 annually.
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Consistently meet or exceed annual revenue and retention targets
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Build and maintain trusted advisor relationships through deep understanding of customer goals, business practices, and industry trends
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Develop and manage a high-quality, predictable sales pipeline with consistent activity and progression
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Work effectively to facilitate sales opportunities by orchestrating internal and partner resources
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Demonstrate a clear cadence of building and always maintaining a high-quality pipeline
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Work with the Client Success team to act on new business opportunities, ensure customer retention and help to find solutions for our customers
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Work with the Sales Solutions team to ensure the customer has a complete understanding of the value and function of our products as a solution to their needs
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Effectively close sales pipeline by following companyβs sales methodology and processes
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Negotiate favorable pricing and business terms by selling value and ROI
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Adopt and use daily the companyβs sales productivity tools such as Salesforce etc.
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Provide timely and insightful feedback for product management and marketing
Qualifications
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Ability to forge, develop and maintain productive customer relationships
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Ability to forge, develop and maintain productive internal relationships
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Ability to forge, develop and maintain a successful partnership with the Client Success Manager for the designated customer group
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Proficient in selling at all levels in the buyer organization by building trust, acting with integrity, and leading by example
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Ability to develop an effective sales plan using a combination of face-to-face and phone/web presentations to drive sales
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Ability to travel 50% of the time to customer sites, industry events, and corporate meetings
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Ability to quickly learn and articulate the value and differentiation of Optimal Blue solutions
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Strong communicator with excellent presentation skills
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Well-organized, disciplined planner and implementer with sound strategic thinking
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Experience with sales automation technology either Salesforce or comparable technology
Requirements
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Expert knowledge of the mortgage technology industry including products, industry trends, regulatory issues, competitors, and industry partners
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5+ years of relevant B2B sales experience in SaaS based consultative enterprise selling environment in the mortgage and/or fintech industry
Educational Requirement
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Bachelor's degree preferred and/or equivalent experience
Benefits
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Full time employees will also be eligible for enrollment in a wide range of choices of benefits, including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match)
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The Company provides a minimum of 10 days of vacation for new employees, sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year