Business Relationship Manager

Business Relationship Manager (BRM)

The Business Relationship Manager at Optimal Blue plays a key role in driving a significant share of revenue by achieving/exceeding sales targets within a segment of current clients focusing efforts on cross sell, up sell and renewals.    The Business Relationship Manager is expected to partner with their internal partners in Client Success and Sales Solutions to provide the customer with the

solutions they need to make them profitable and work efficiently.

Responsibilities:

• Own the expansion of relationships with our current clients through expanding the use of their current solutions and cross-selling additional Optimal Blue products.
• Developing relationships with the executive decision makers within each assigned client.
• Demonstrate a clear cadence of building and always maintaining high quality pipeline.
• Work effectively to facilitate sales opportunities by orchestrating internal and partner resources.
• Recognize customer business problems and drive/influence resources to address these needs; create business proposals around these needs.
• Work with Pre-Sales technical resources to gain complete understanding of customer needs and customize the appropriate solution.
• Negotiate favorable pricing and business terms by selling value and ROI.
• Working closely with your Client Success partner to drive client utilization of our products ensuring the highest ROI for them.
• Partner with the Client Success Manager to ensure that client goals and challenges are being addressed to preserve or create growth opportunities within the client.
• Attend client QBRs and participate by presenting key financial and peer benchmarking metrics.
• Partner with your Client Success partner to forecast and prioritize client renewals within your accounts; successfully negotiating renewal terms as necessary to get the win.
• Adopt and daily use of the company’s sales productivity tools such as Salesforce.com and others.
• Provide timely and insightful feedback to product management and marketing.
• Create reference-able customers (case studies, reference calls, speaking engagements).

Required Experience:

• 7+ years of relevant B2B sales experience in a SaaS based consultative enterprise selling environment in fintech with a high preference for mortgage technology
• 3+ Years experience working in an account management, consulting, or client services role
• Ability to forge, develop and maintain productive customer relationships
• Proficient in selling at all levels in the buyer organization by building trust, acting with integrity and leading by example
• Ability to develop an effective sales plan using a combination of face to face and phone/web presentations to drive sales with a minimum of 50% travel to client sites and industry/corporate events.
• Quick learner with strong communication and presentation skills.
• Well-organized, disciplined planner and implementer with sound strategic thinking and conceptual abilities/vision. 
• Excellent sales and negotiating skills.
• Ability to execute commercial transactions (pitching, negotiating, closing) with a sense of urgency.
• Proficient in building trust at executive levels within client organizations.
• Experience facilitating meetings, delivering executive presentations and resolving conflict with resources at all levels.

Preferred Experience:

• Skilled in articulating the value and differentiation of Optimal Blue solutions
• Deep, expert knowledge of the mortgage business including products, industry trends, regulatory issues, competitors and industry partners.
• Knowledgeable in product capabilities and able to translate product value into business value

Educational Requirement:

• Bachelor's degree preferred or equivalent work experience

OB - PPE Core (PPE CORE)

Exempt

The estimated base salary range for this role in the United States is $76,800.00 - $115,200.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors.

Sales positions may be eligible to participate in the business commission plan. Plan details will be provided to you upon hire.

Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).

The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.

We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.

Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_HR@constellationhbs.com.

NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.

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#OB - PPE Core (PPE CORE)