Client Relationship Manager/Director
Listed on 2026-01-24
-
Business
Client Relationship Manager -
Management
Client Relationship Manager
Join to apply for the Client Relationship Manager/Director role at Fitch Learning
.
Fitch Learning is a leader in financial services training, offering expert faculty, e‑learning, coaching, and blended assessments to apprentices, graduates, and professionals with 10+ years in the industry.
Our U.S. team is looking for a strategic learning partner who will spearhead client acquisition, sales, and product strategy while driving growth in the financial services sector.
About the TeamDrive business growth at Fitch Learning as a dynamic sales and product strategy professional who will develop strategic client relationships, implement innovative product strategies, and lead complex sales cycles for our premier financial training solutions. Requires travel 20‑40% of the time.
How You’ll Make an Impact Sales and Business Development- Serve as the key contact for developing and nurturing new client relationships.
- Proactively engage clients and prospects using a consultative approach to understand their business priorities and learning needs.
- Build new accounts through strategic market analysis, targeted outreach, and effective networking.
- Expand existing accounts by leveraging industry knowledge, relationship building, and internal referrals.
- Accurately manage client data and information using Salesforce.
- Produce and justify regular revenue forecasts based on your pipeline.
- Oversee legal contracts for clients and contractors.
- Transition secured projects to the program management team while retaining oversight of commercial issues.
- Work collaboratively with colleagues to design innovative learning solutions tailored to financial services clients.
- Identify and pursue opportunities to expand into new markets and broaden our product offerings.
- Apply in‑depth knowledge of U.S. and global financial markets, products, and client environments.
- Ensure learning solutions remain relevant and responsive to evolving client needs.
- Develop and determine product pricing strategies.
- Manage the creation of new content, credentials, and certificates, and oversee language translations and updates.
- Inform the budget and allocation for product and content development.
- Partner with Marketing to develop collateral and promote new product launches.
- Utilize Fitch Learning resources to expand your industry knowledge.
- Manager: 6+ years of direct B2B sales experience serving financial services clients; 3–5+ years in a relevant functional area.
- Director: 10+ years of direct B2B sales experience serving financial services clients; 5+ years in a relevant functional area.
- Strong background in business development within U.S. financial services or financial education sector.
- Experience in developing client strategies and delivering learning solutions.
- Excellent communication, relationship management, and consultative skills.
- Strategic mindset and ability to identify and act on growth opportunities.
- Deep knowledge of the U.S. financial markets industry.
- Experience in financial education and learning solution design.
- Strong consultative, analytical, and strategic thinking skills.
- Proven ability to work effectively in a small, agile team environment.
- Hybrid Work Environment: 3 days a week in office required.
- A Culture of Learning & Mobility:
Dedicated trainings, leadership development, and mentorship programs. - Investing in Your Future:
Retirement planning and tuition reimbursement programs. - Promoting Health & Wellbeing:
Comprehensive healthcare offerings. - Supportive Parenting Policies:
Family‑friendly policies with generous global parental leave. - Inclusive Work Environment:
Collaborative workplace with Employee Resource Groups. - Dedication to Giving Back:
Paid volunteer days and matched funding for community donations.
If you’re interested in this role, please submit your application here: (Use the "Apply for this Job" box below)./
Fitch is proud to be an Equal Opportunity and affirmative action employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).