Client Relationship Manager

📋 Description

• Generate new business opportunities and increase sales revenue across targeted accounts in the
• Build, maintain, and manage a robust sales pipeline through proactive outreach, networking
• Lead consultative sales conversations with prospective and existing clients to understand their
• Manage the full sales cycle, including prospecting, discovery, solution development, proposal
• Build trusted relationships with senior stakeholders and decision-makers across client
• Identify opportunities to expand existing accounts, introduce additional learning solutions, and

🎯 Requirements

• Have 5–8 or more years of experience in sales, business development, account management, or client
• Demonstrate proven success in a consultative business-to-business sales environment.
• Possess excellent communication, presentation, negotiation, and relationship-building skills.
• Have experience engaging senior stakeholders and managing multiple sales opportunities
• Demonstrate the ability to manage the complete sales cycle, from initial outreach to contract
• Bring strong commercial awareness, analytical thinking, and strategic problem-solving skills.

🎁 Benefits

• Commission eligibility: Eligible for sales commissions from day one.
• Remote work: Work remotely from Dallas, Texas, with travel for client meetings and business needs.
• Professional development: Access to training, leadership development, and mentorship programs.
• Career mobility: Opportunities to develop professionally within a global financial education and
• Retirement planning: Access to retirement planning programs.
• Tuition reimbursement: Financial support for eligible educational development.