Relationship Manager, Credit

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.

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.

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.

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.

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.