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VP Customer Relationship Manager

Position: VP Customer Relationship Manager
Reports To: SVP Customer Relationship Management and Sales
Location: Dallas TX, New York, NY, Winston-Salem, NC, or Remote

Position Summary:

This position is the primary Relationship Manager for banks and selected strategic partners currently using TCH core products (EPN, SVPCO Image, RTP & CHIPS), as well as selling new products and services as they become available. High level responsibilities will include, but are not limited to, providing support to major TCH customers, cross-selling additional TCH products and value-added services, representing the company at industry events as well as being the customer advocate within TCH departments. Additional responsibilities include interacting regularly with senior executives at TCH owner banks and key customers. Position requires regular reporting and follow-up resulting from meetings and assuring responsiveness to customer inquiries. Key responsibility is to preserve and grow customer revenues through selling new product offerings and expanding the use of existing products.

Qualifications Required:

  • Bachelor’s degree in Finance or related field
  • 10 years in sales or customer relationship management position
  • Ability to work effectively in a complex ecosystem
  • Strong presentation skills for both internal and external audiences
  • Experience using Salesforce or related CRM tool

Qualifications Desired:

  • MBA 
  • Experience in sales management dealing with large commercial banks
  • Banking experience, selling correspondent banking services or Relationship Management for large commercial bank
  • Experience directly related to TCH (or TCH like) products and services or sales of bank specific application software to large financial institutions

Essential Functions and Responsibilities:

  • CRM is responsible for maintaining and/or developing individual relationships with key executives in major accounts 
  • Identify, understand and document client product strategies
  • Provide quality assistance to clients in accordance with TCH standards
  • Preserve and grow current business relationship with assigned clients
  • Build and improve relationships with customers and partners
  • Completion & execution of account plans for all key accounts
  • Conduct regular Relationship Reviews with each assigned account for each TCH product used
  • Meet or exceed TCH revenue and volume projections for all products
  • Actively identify and pursue additional opportunities not identified in current account plans
  • Work with internal departments to ensure company meets clients’ expectations
  • Provide quality service and ensure follow-up by TCH on all operational issues and requests escalated to CRM from TCH or customer
  • Ensure client database is updated on a regular basis with contact information & meeting notes
  • Support & attend industry trade shows and activities such as The Annual Conference

Physical Demands and Work Environment:

Work is generally sedentary in nature, but may require standing and walking. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.

Position requires up to 60% travel.

TCH places paramount importance on the health and safety of its employees, and, as such, we are taking all necessary steps to protect our workforce. Because this position requires business travel and/or working in close contact with colleagues and other third parties, TCH is requiring that the employee hired into this role present proof that they are fully vaccinated against COVID-19 during their first week of employment.

Apply Below*:

  • A letter of interest describing your experience and interest in the position
  • Your resume
  • Names and contact information of three references, or three letters of reference

* Please submit a single application per position.

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