The Strategic Relationship Manager is responsible for managing ARM's most strategic and high-value customer relationships. This role focuses on customer retention, portfolio performance, annual renewals, and delivering an exceptional customer experience while serving as the primary relationship manager for the Company's largest accounts. The Strategic Relationship Manager partners closely with internal teams to develop long-term customer strategies and strengthen key business relationships.
JOB DUTIES AND RESPONSIBILITIES
• Manage a portfolio of approximately 20–30 strategic customer relationships.
• Serve as the primary relationship manager for existing customers with aggregate balances exceeding $3 million and/or long-standing relationships with the Company.
• Develop a comprehensive understanding of each customer's business operations, financial performance, and long-term goals.
• Build and maintain trusted relationships through regular communication and proactive customer engagement.
• Drive customer retention by delivering exceptional service and identifying opportunities to strengthen existing relationships.
• Lead annual renewal activities, including pricing discussions, term negotiations, documentation coordination, and customer communications.
• Partner closely with Credit, Operations, Legal, and other internal departments to ensure a seamless customer experience.
• Coordinate timely collection of financial statements, reporting requirements, and other customer documentation.
• Monitor portfolio performance, customer utilization, and potential risk indicators, escalating concerns when appropriate.
• Proactively identify and resolve customer issues while serving as the day-to-day point of contact for assigned accounts.
• Support customer adoption and utilization of the ARM customer portal and related technology solutions.
• Maintain accurate customer records, activity updates, forecasts, and opportunity tracking within HubSpot CRM.
• Provide portfolio insights, customer retention metrics, and strategic account updates to leadership.
• Participate in Regional Meetings and provide accurate portfolio forecasts and account updates.
• Collaborate with internal teams to identify opportunities to improve processes and enhance the customer experience.
• Perform additional duties and special projects as assigned.
EXPERIENCE, QUALIFICATIONS AND REQUIREMENTS
• Bachelor's degree in Business, Finance, Agriculture, or a related field preferred.
• 5+ years of experience in relationship management, commercial lending, agricultural finance, account management, banking, or a related customer-facing role.
• Experience managing high-value customer relationships preferred.
• Strong understanding of financial statements, commercial lending, and customer relationship management.
• Excellent communication, negotiation, and interpersonal skills.
• Proven ability to build long-term relationships with executive-level customers and business owners.
• Strong organizational skills with the ability to manage multiple accounts and priorities simultaneously.
• Experience using CRM systems, preferably HubSpot.
• Proficiency in Microsoft Office Suite.
• Ability to analyze customer information and identify business opportunities and potential risks.
• Strong problem-solving skills and sound business judgment.
• Ability to work independently while collaborating effectively across multiple departments.
• Willingness to travel as needed to support customer relationships.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Generally required to stand, walk, sit, use hands, handle documents, bend and stoop as needed, and reach with hands and arms
• Required to use a keyboard and computer regularly
• Specific vision abilities required, including that required to perform extensive computer-related work
• Must be able to verbally communicate with others and exchange accurate information
• Ability to receive detailed information through oral communication, and to distinguish sound and perceive the nature of sounds at normal speaking levels with or without correction
WORK ENVIRONMENT
The work environment conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Moderate noise (i.e., home office with computer, phone, and printers)
• Ability to sit at a computer for an extended period
* Must be able to perform all the essential duties of the job with or without reasonable accommodation.
ABOUT AG RESOURCE MANAGEMENT
Ag Resource Management, LLC (ARM) is a technology-based financial solutions provider, offering innovative lending products and services to the agricultural industry. ARM’s commitment to agriculture and its unique underwriting approach are unsurpassed in the industry. Our production lending and crop insurance services have helped thousands of farmers with millions of acres over the past several years.
The opportunity to work at ARM includes:
• 401(k) (Roth and Traditional options) with employer match and vesting
• Paid Time Off (PTO)
• Competitive compensation and benefits package
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