Relationship Manager

Who We Are:

FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA. In this role, you’ll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you’re energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients—we’d love to hear from you.

Why You’ll Love This Role:

• You’ll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations.
• You’ll own your portfolio—working closely with the Chief Revenue Officer, you’ll be empowered to lead client retention, expansion, and development efforts.
• Your insights matter—you’ll help shape how we grow, bringing real-time market feedback and your ideas to the table.
• Hybrid schedule available, giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days.

Your Essential Duties:

• Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth.
• Increase revenue by seeking out new business opportunities with current and prospective clients.
• Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals.
• Develop and present pricing proposals and RFP responses tailored to each client’s needs.
• Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space.
• Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work.
• Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting.
• Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning.
• Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis.  
• Serve as an escalation point for resolving client concerns and championing improvements.