Relationship Manager, Credit

Job description

Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to **fueling decisions with expert insights**. We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics. For nearly 20 years, we’ve helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies. ## **Why Join Us?** Third Bridge provides investors and business leaders with the insights they need to make better-informed decisions. Through expert consultations, investment research, transcripts and AI-enabled tools, we help some of the world’s leading investment firms access relevant information quickly. We are looking for a commercially driven Relationship Manager to join our Credit business in Dallas. This is a client-facing, commercially accountable role for someone who is ready to take ownership of a portfolio, build strong relationships with investment professionals and directly contribute to client retention and growth. You will work with sophisticated Credit investors across areas such as private credit, public credit, leveraged finance, distressed investing and structured credit. You will develop a strong understanding of their investment priorities, research workflows and evolving needs, then connect them with the most relevant Third Bridge products and services. This is not a passive support position. You will be expected to identify opportunities, act with urgency and turn client insight and engagement data into clear action. You will also travel to the west coast one week per month to do dinners, etc. with clients. We are a high performing culture with a great, long tenured team. ## **What You’ll Do** ### **Own Client Relationships and Account Strategy** - Manage a portfolio of Credit clients and develop a clear strategy for improving engagement, satisfaction, retention and growth. - Build trusted relationships with investment professionals, research teams, operational stakeholders and commercial decision-makers across your accounts. - Develop an understanding of each client’s investment strategies, team structure, research priorities and usage patterns. - Translate longer-term account objectives into focused, measurable execution plans. - Travel to west coast clients one week per month to host dinners, etc. ### **Increase Product Adoption and User Engagement** - Engage active users while identifying and activating new, inactive and under-engaged users across client organizations. - Recommend relevant Third Bridge transcripts, research, expert consultations and AI-enabled tools based on current investment themes and individual client needs. - Map client teams, offices and strategies to identify opportunities to broaden product adoption and strengthen account coverage. - Deliver targeted outreach that demonstrates an understanding of the client’s work rather than relying on generic product promotion. ### **Drive Retention and Commercial Growth** - Take ownership of the health and commercial performance of your portfolio. - Identify renewal risks early, understand their root causes and implement clear plans to address them. - Partner with internal sales and account leadership teams to support renewals, cross-selling and account expansion opportunities. - Track performance against engagement, retention and revenue objectives and adjust your approach when results are off track. ### **Use Data to Prioritize Action** - Regularly analyze usage, client activity, account risk and commercial performance. - Turn data into clear priorities, including which accounts, teams and users require immediate attention. - Maintain accurate account plans, client notes and follow-up actions. - Use evidence and client feedback to assess what is working, what is not and where a different approach is needed. ### **Represent the Client Internally** - Act as the internal voice of the client by sharing relevant feedback, emerging needs and market observations. - Partner with Third Bridge’s product, content, research and service teams to resolve issues and improve the client experience. - Provide structured feedback that can help inform future product development and service improvements. ## **What We’re Looking For** ### **Required** - At least two years of experience in Account Management, Sales, Customer Success or another commercially accountable client-facing role - A track record of working toward and achieving measurable performance targets - Strong communication and relationship-building skills - Excellent organization, prioritization and follow-through - The ability to analyze client activity and turn findings into practical action - Confidence managing multiple accounts, priorities and deadlines - A proactive, client-centric approach combined with a strong sense of commercial accountability - Intellectual curiosity and an interest in financial markets, investing and client research workflows ### **Preferred** - Experience supporting or managing client renewals, upselling or cross-selling - Experience managing a portfolio or book of client accounts - Exposure to institutional investors, financial services, financial research, data, information services or SaaS - Familiarity with Credit markets or multiple investment asset classes - Experience working with complex organizations involving multiple users, teams, offices or decision-makers Direct Credit experience is valuable but not required. We are interested in candidates who can demonstrate strong commercial judgment, curiosity and the ability to learn a complex client environment quickly. Come join if this sounds like you! ## **You’ll Thrive in This Role If You** - Enjoy taking ownership and being accountable for measurable outcomes - Can balance longer-term relationship development with consistent short-term execution - Are comfortable using data to challenge assumptions and prioritize your time - Build credibility by understanding your clients rather than relying on generic sales messaging - Communicate clearly and confidently with both clients and internal stakeholders - Are motivated by retention, growth and expanding the value clients receive from a product - Operate with urgency while maintaining strong attention to detail - Welcome feedback and continuously look for ways to improve your performance ## **What Success Looks Like** During your first year, you will be expected to: - Develop a strong understanding of Third Bridge’s products, services and Credit client base - Build trusted working relationships across your assigned accounts - Establish structured account plans and consistent engagement strategies - Increase adoption among new, inactive and under-engaged users - Identify risks early and contribute to strong client retention - Surface credible growth and cross-sell opportunities - Consistently meet or exceed agreed engagement, retention and commercial targets ## **Salary and Benefits** The base salary range for this role is **$55,000 to $75,000**, depending on experience, skills and qualifications, plus an uncapped performance commission. Third Bridge also offers a comprehensive benefits package, including: - Medical, dental and vision coverage - 401(k) matching - Paid vacation and flexible days - Professional development and career-growth opportunities - The opportunity to work remotely from another location for up to one month per year, subject to company policy - Team events and an engaging, collaborative office culture ## **Build Your Career at Third Bridge** This role offers the opportunity to develop commercial ownership, financial-market knowledge and strategic account-management experience. You will be given meaningful responsibility, clear performance expectations and the opportunity to build toward more senior Relationship Management and strategic account leadership roles as you demonstrate results. Third Bridge values your trust and is committed to the responsible management, use, and protection of personal information. By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the **[Candidate Privacy Notice.](https://www.thirdbridge.com/en-us/about-us/compliance/policies/candidate-privacy-notice)** We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application.