Relationship Manager

Job Description

Job 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