Broadview
Finance / FinServ
RelationshipManager-BusinessExperience
Neural analysis suggests this role is
optimal for Mid candidates.
“Relationship Manager - Business Experience at Broadview. Skills: relationship management, business development, sales strategies, stakeholder management, member-experience initiatives, organizational strategies. represent Broadview as the key relationship lead to strategic business partners and Affinity programs as assigned.. acquiring new members through deepening existing business partnerships, acquiring new strategic partners and strategic execution of sales strategies.”
What You'll Achieve.
acquiring new members; deepening existing business partnerships; acquiring new strategic partners; strategic execution of sales strategies; ensure assigned relationship groups and their employees are receiving exceptional experience; supporting Broadview’s strategic growth initiatives; expand market presence; support budgeting and forecasting; ensuring high satisfaction and retention across assigned partnerships; fulfill client needs
Industry & Context.
triage escalations
Ability to handle confidential information with bondable, holds a valid driver’s license
What They're Looking For.
Must Have
Bachelor's degree with 5+ years of relevant relationship management or business development experience., understanding of Broadview products, services, and operational areas., Proven success implementing member‑experience initiatives and executing organizational strategies., Exceptional interpersonal, communication, and active listening skills, with the ability to influence and build credibility across all levels., Demonstrated ability to work independently, manage multiple priorities, and deliver consistent, high‑quality results with limited oversight., Collaborative, consultative style with a track record of building effective internal and external partnerships., High degree of business acumen and comfort navigating complex client needs across product lines., technical aptitude, including advanced proficiency with Microsoft Office and general systems understanding to support operational efficiency., Ability to handle confidential information with bondable and holds a valid driver’s license.
Nice to Have
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
What You'll Do.
represent Broadview as the key relationship lead to strategic business partners and Affinity programs as assigned.
acquiring new members through deepening existing business partnerships
acquiring new strategic partners and strategic execution of sales strategies.
managing internal and external stakeholders to ensure assigned relationship groups and their employees are receiving exceptional experience
while supporting Broadview’s strategic growth initiatives.
Design and execute proactive business development strategies
including delivery of Broadview’s affinity programs to business partners.
Oversee the strategic execution of Broadview’s Business Development partnership programs
Conduct market analysis to identify trends
competitive positioning
and expansion opportunities.
Represent Broadview at community events
business development functions
and strategic networking opportunities to expand market presence.
Participate in the development and execution of the Affinity Program model.
Utilize Customer Relationship Manager tools to support program execution through communication rhythms
presentations and relationship building plans for senior leaders that align with Broadview’s strategic growth initiatives.
Forecast and report on revenue performance of Business Development partnerships to support budgeting and forecasting.
Serve as the primary relationship manager
triaging escalations and ensuring high satisfaction and retention across assigned partnerships.
Collaborate with internal partners to deliver relationship-specific benefits and fulfill client needs across Broadview service channels.
How You'll Work.
Team & Collaboration
managing internal and external stakeholders; Collaborate with internal partners
Communication Scope
Exceptional interpersonal, communication, and active listening skills; ability to influence and build credibility across all levels
Process & Methodology
manage multiple priorities
Full Job Description
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ## **Summary of Role:** The role of a Relationship Manager Business Experience will represent Broadview as the key relationship lead to strategic business partners and Affinity programs as assigned. This role focuses on acquiring new members through deepening existing business partnerships, acquiring new strategic partners and strategic execution of sales strategies. Additionally, Business Experience Relationship Managers are responsible for managing internal and external stakeholders to ensure assigned relationship groups and their employees are receiving exceptional experience, while supporting Broadview’s strategic growth initiatives. ## **Essential Job Functions/Responsibilities** * Design and execute proactive business development strategies, including delivery of Broadview’s affinity programs to business partners. * Oversee the strategic execution of Broadview’s Business Development partnership programs, as assigned. * Conduct market analysis to identify trends, competitive positioning, and expansion opportunities. * Represent Broadview at community events, business development functions, and strategic networking opportunities to expand market presence. * Participate in the development and execution of the Affinity Program model. * Utilize Customer Relationship Manager tools to support program execution through communication rhythms, sales tracking, and reporting. * Prepare proposals, presentations and relationship building plans for senior leaders that align with Broadview’s strategic growth initiatives. * Forecast and report on revenue performance of Business Development partnerships to support budgeting and forecasting. * Serve as the primary relationship manager, triaging escalations and ensuring high satisfaction and retention across assigned partnerships. * Collaborate with internal partners to deliver relationshi
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