Relationship Manager
FSSI
Relationship Manager
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.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Manager in Santa Ana, CA vacancy
- ...vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.SUMMARYThe Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to...Suggested
$74.98k - $89.99k
...Roman Catholic community of Orange County, helping to sustain and enhance the faith life of all those it serves. Position Title Relationship Manager FLSA Status: Exempt (Full-Time) Reports to : Chief Relationship Officer About Us The Orange Catholic Foundation (OCF) serves...SuggestedFull timeCasual workLocal areaMonday to FridayNight shiftAfternoon shiftRoman Catholic Diocese of Orange
Garden Grove, CA20 hours ago$148.6k - $198.2k
...First American will always strive to be a great place to work, for all. For more information, please visit We DoThe Senior Relationship Manager, Trust Counsel is responsible for managing client relationships while providing legal guidance related to trust services. This...SuggestedFull timeLocal area- ...and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank...SuggestedFull timeTemporary workWork experience placementLocal areaImmediate startFlexible hours
- ...and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank...SuggestedFull timeWork experience placementBank staffWork at officeLocal areaImmediate startFlexible hours
$83.92k - $125.88k
..., California, United StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques...Full timeWork at office$16.93 - $21.63 per hour
...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing... ...Qualifications / Competencies Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional...Hourly payMinimum wageFull timeLocal areaShift workAfternoon shiftBanfield
Tustin, CA3 days ago$94.1k - $141.1k
...store candidatesCurrent sales experience within the past 2 yearsOverall Purpose: Drive revenue growth by strategically managing client relationships, generating new and existing sales, and delivering AT&T products, services, and/or solutions to address customers’ strategic...Temporary workWork at officeLocal area$23 - $26 per hour
...motivated individuals with a background in sales or customer service, coupled with excellent communication and project management skills. As a Client Relationship Manager, your primary responsibility will be to communicate updates and expectations to clients. Collaborating...Hourly payWork at officeLocal areaRelocationMonday to FridayShift workZero Impact Energy
Santa Ana, CA1 day ago$300k
...and a strong sense of community among our team members.Who You Are: The National Account Manager is an individual contributor for new business development and customer relationship management. If you are a skilled sales professional with a passion for selling to the C-suite...Contract workSummer holidayWork at officeImmediate start$90k - $110k
...Job Summary The Client Success Executive II independently manages a portfolio of healthcare clients, driving client satisfaction... ...revenue cycle expertise, data-driven analysis, and proactive relationship management. This role serves as a trusted day-to-day partner to...Full timeContract workWork at officeRemote workGrabJobs
Santa Ana, CA1 day ago$58.53k - $87.8k
...plans + Creates and administers performance improvement plans for all direct reports to raise the bar + Appropriately performance manages including creating documented corrective actions as needed + Continually recognizes and rewards behaviors that demonstrate accountability...Remote workMonday to FridayRotating shiftWeekend work2 days per weekAlignment Health
Orange, CA20 hours ago- ...Marshalls - 9939 Chapman Ave., Garden Grove, CA 92841, United States of America [Department Manager] As a Customer Experience Supervisor at Marshalls, you'll: Create a positive internal and external customer experience; Train and coach Associates on personalizing the customer...Immediate start
Marshalls
Garden Grove, CA3 days ago $27 per hour
Job Title Guest Experience Specialist Job Description Position Summary Our jobs aren't just about giving guests a smooth check-in and check-out. Instead, we want to build and experience that is memorable and unique. Our Guest Experience Specialists take the...Hourly payFull timeWork experience placementLocal areaMarriott International Inc
Santa Ana, CA4 days ago$17.9 - $18.4 per hour
...Associates execute tasks and activities according to store plan; prioritizes as needed Communicates accurately and effectively with management and Associates when setting and addressing priorities; provides progress updates Provides and accepts recognition and...Hourly payTemporary workLocal areaHome officeFlexible hoursNight shiftThe TJX Companies , Inc.
Garden Grove, CA2 days ago$143.5k - $180k
...our Customer Experience team as a Strategic Customer Success Manager. This role is dedicated to our most significant, globally distributed... ...adoption, retention, and measurable impact across the entire relationship. Strategic accounts don’t behave like a typical book of...Remote workRelocationGrabJobs
Garden Grove, CA4 days ago- Bold is seeking a Front Desk Associate in California. The role involves serving guests courteously, addressing customer requests, and ensuring a positive experience. The ideal candidate must possess a high school diploma, excellent communication skills, and the ability...Flexible hours
BOLD
Santa Ana, CA2 days ago $100k - $200k
...Sales Account Manager IBS Electronics is a global electronic components distributor operating across the US, Hong Kong, and China... ...Role We're hiring a sales account manager to build and grow relationships with OEM, contract manufacturers, and strategic customers...Contract workIBS Electronics
Santa Ana, CA3 days ago$70.5k - $73k
...Arbitrate. Position Information Position Title Employer Engagement Manager Position Type Regular Job Number SA91724 Full or Part Time... ...) is responsible for developing and maintaining effective relationships with local, regional, national, and global employers to...Full timePart timeInternshipWork at officeLocal areaFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift$16.93 - $21.63 per hour
...prescriptions, sell retail items, and schedule future appointments. Manage finances: maintain balances and perform opening/closing... ...Qualifications & Competencies Leadership, Customer Focus, Peer Relationships, Integrity & Trust, Action Oriented, Listening. Functional: Preventative...Hourly payMinimum wageFull timeTemporary workFlexible hoursAfternoon shift- ...and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank...Full timeTemporary workWork experience placementWork at officeLocal areaImmediate startFlexible hours
$71.44 - $95.29 per hour
...lists. First American will always strive to be a great place to work, for all. For more information, please visit We DoThe Relationship Manager, Trust Counsel serves as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business...Full timeLocal areaFirst American Financial Corporation
Santa Ana, CA20 hours ago- ...place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.As a CRE Relationship Manager II you will provide a wide selection of services (primarily larger, more complex commercial real estate credits) to business...Full timeLocal area
- ...stage environments, and cares deeply about hiring quality, speed, and candidate experience. What you’ll do Problem: The founder is managing the Customer Success team today, but needs to free up his time and better set up this team for success. Specifically, you'll:...Hourly payRemote workFlexible hours
GrabJobs
Santa Ana, CA3 days ago $16.93 - $21.63 per hour
...selling retail products and scheduling future appointments. · Manage the finances by maintaining accurate balances and utilizing... ...QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • Integrity & Trust • Action Oriented • Listening Functional...Hourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift- ...and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank...Full timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
$19.9 per hour
...Five Below Store Manager At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free to Let Go & Have Fun in an amazing experience, filled with unlimited possibilities, priced so low, you can always say yes...Hourly payLocal areaFlexible hoursNight shiftWeekend workAfternoon shift- Summary Seeking a results-driven and experienced Sales Manager to lead company's sales activities for quartz glass products targeting... ...execution of sales strategies, fostering long-term customer relationships, and collaborating with internal teams to support the development...
- Sales Development & Account Management - Remote Opportunity within Orange County Ready to grow your career, make an impact, and join... ...emails, and networking. Build Partnerships: Develop lasting relationships with healthcare and construction partners. Lead the Process:...Remote workWork from home
- M&T Bank Corporation in Costa Mesa, California is seeking a Relationship Manager within Global Capital Markets to manage client relationships and the daily administration of assigned accounts with moderate complexity and risk. You will work closely with legal, risk and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Manager. Be the first to apply!
Related searches
- service relationship manager Santa Ana, CA
- provider relations manager Santa Ana, CA
- labor relations director Santa Ana, CA
- government relations manager Santa Ana, CA
- relationship director Santa Ana, CA
- industry relations manager Santa Ana, CA
- relationship manager Santa Ana, CA
- university relations manager Santa Ana, CA
- labor relations manager Santa Ana, CA
- partner relations manager