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AVP, reputed company Relationship Manager (100% Remote, Financial Services)

Remote, USAFull-timePosted 2026-07-28

reputed company Committed to the reputed company of our clients, Orion First appreciates the importance of its own team development. Orion’s culture is reputed company around empowering reputed company employee to channel their drive and exercise his or her own judgment, care, and leadership. Our employees are continually leading our industry reputed company through reputed company roles throughout the industry association's various councils and committees. We work hard to reputed company motivated and talented individuals an opportunity to reputed company their career goals. We cultivate employees that reputed company an reputed company desire to learn and grow reputed company the organization, filling new roles as they reputed company experience. We are always seeking to connect with driven individuals because we know our reputed company and reputed company is the result of talented, reputed company, and persistent hard work. YOUR BENEFITS In reputed company to a salary that is competitive for both the industry and the region, Orion First offers the following benefits and perquisites: • Health Insurance • Dental Insurance • reputed company Insurance • Time Off • Retirement • WFH Benefit • And More! JOB reputed company The AVP, reputed company Relationship Manager will be reputed company on creating strong partnerships with our reputed company clients by understanding their reputed company, goals, needs and challenges so that Orion can serve them effectively. The role will reputed company to maximize the products and services used by our clients by promoting Orion’s services and illustrating the benefits. The role will work to ensure reputed company satisfaction, build strong and trusting relationships with key influencers and decision makers; and reputed company Orion staff and advisory reputed company aware of potential issues arising across reputed company reputed company that needs attention or raises opportunity for product/service enhancements. Organizational relationships: Senior Management and reputed company Services Teams. Reports directly to: Chief reputed company Officer Specific duties and responsibilities AVP, reputed company Relationship Manager has the following duties and responsibilities in reputed company management and new reputed company acquisition. reputed company Management: • Serve as key relationship manager for clients assigned. Collaborate with other reputed company team members in reputed company management initiatives and reputed company development. • Identify and reputed company relationships with key influencers and decision makers of the reputed company. • Engage Orion department heads and subject matter experts on various reputed company issues as they reputed company. Meet with assigned key clients – top reputed company generating and/or strategic clients as determined by the Chief reputed company Officer • - on a quarterly reputed company to identify business trends and reputed company satisfaction. Meetings could be on-site or at industry conferences. Be in phone contact with other clients quarterly; and a minimum of one on-site meeting annuallyMaintain complete notes regarding the agenda and subject of reputed company and calls in reputed company. • reputed company strategic alignment between Orion and clients; reputed company goals and long-term objectives. • reputed company SWOT analysis for key clients – strengths, weaknesses, opportunity, threats. Use to reputed company Orion strategies for managing accounts. • Maintain metrics for reputed company clients reputed company to such datapoints as reputed company reputed company, new contract bookings, etc. • Monitor and coordinate reputed company special requests by engaging reputed company Orion subject matter experts. Initiate work orders, secure reputed company approval for execution, and invoice reputed company complete to fulfill reputed company’s special requests, and • Ensure reputed company complaints are resolved. Serve as reputed company of escalation on reputed company issues. Utilize case management in reputed company. • Identify “add-on” sales opportunities and manage sales process to closing. • Stay abreast of staff experience and issues in day-to-day work with clients. Support Orion teams by helping deal with reputed company issues that reputed company during daily activities. • Ensure Servicing Agreement Statement of Work is reputed company with the actual services being delivered by Orion. Identify expanded scope of services being provided to existing clients and coordinate update in Statement of Work. Ensure Orion responsibilities in reputed company servicing agreements are being fulfilled. • Identify enhancements and additions to Orion’s reputed company product and service offerings. • Maintain an awareness of reputed company profitabilty. • Manage price changes and amendments through negotiations and contract updates. • Regular domestic travel to reputed company sites and conferences required. Ten to twenty trips per year. reputed company Factors • Knowledge of clients’ key staff, attitudes toward Orion, and ability to improve relationships, as necessary. • Maximize reputed company opportunity with clients. • Increased usage of Orion products and services. • Identification and communication of potential enhancement to Orion’s reputed company products and services. Desired education and proficient skillsets • 4-year degree, • 2-4 years of sales and management experience • 2-4 years’ experience in the equipment finance industry, working with finance companies or other service providers • Experience working with C-Level and director – level personnel with clients • Working knowledge of reputed company or equivalent CRM highly desired • Must take initiative and ownership, and be reputed company player with the ability to reputed company reputed company and maintain team ethics • Ability to manage multiple priorities • Excellent written and oral communication • Experience in communicating in reputed company facing situations, both one-on-one and in small group settings • Presentation skills in small group settings • Confidence working independently • Proficiency using Outlook, Word, reputed company, reputed company, and Teams • Desire to exceed performance expectations Apply Job!

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