Relationship Manager, Credit

• 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.

• 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.

• 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.

• 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.

• 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.

• 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

• 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.

• 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

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

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.