Senior Relationship Manager - Enterprise Territory

About this Opportunity:
As a Sr. Relationship Manager - External, you will collaborate with the enterprise sales and service teams to elevate the client experience and contribute to revenue growth post-sale for a select portfolio of Orion’s largest clients. You will become proficient in all Orion product lines, including portfolio accounting, CRM, risk management, compliance, and wealth/asset management services. This role will strategically identify where Orion solutions can help clients capitalize on growth opportunities and solve business challenges. Additionally, the Sr. RM will actively participate in ongoing business planning to ensure the enterprise business line meets its revenue targets. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
In this role, you'll get to:

• Collaborate closely with the enterprise sales team and internal stakeholders to identify and support growth opportunities within key client accounts

• Review and analyze client agreements to uncover additional opportunities for product expansion or enhanced service offerings

• Build and maintain strong relationships with clients throughout the sales process, fostering long-term partnerships post-contract

• Provide ongoing consulting and guidance to clients on how to optimize Orion’s technology solutions, aligning with their business processes and goals

• Support clients in setting and tracking key business growth objectives and facilitate regular meetings with Orion’s internal teams to ensure alignment and accountability

• Deliver technology demonstrations for enterprise clients and their teams to increase awareness and adoption of Orion’s products

• Work proactively to enhance product usage and increase client satisfaction with the Orion system

• Identify and explore opportunities for new product sales to maximize business potential with existing clients

• Serve as the primary point of contact for assigned clients, ensuring timely responses to inquiries and resolution of issues

• Partner with service and implementation teams to communicate client needs, suggest improvements, and ensure successful onboarding and product integration

We're looking for talent who:

• Builds, grows, and maintains strong relationships with key client stakeholders, including executives

• Has strong public speaking and presentation skills

• Has sales, business development and negotiation skills

• Possess deep experience in relationship management within an enterprise environment

• Has a minimum of Bachelor's Degree in business or related field

• Has a minimum of 5 years' experience

• Obtains Orion Industry Certification

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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About Us

At our company, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.