Treliant, LLC

Client Relationship Executive

Job Locations US-Remote
Business Development
Full-Time Employee
Service Areas


Treliant is a global consulting firm serving banks, mortgage originators and servicers, FinTechs, and other companies providing financial services. We are led by practitioners from the industry and the regulatory community who bring deep domain knowledge to help our clients drive business change and address the most pressing compliance, regulatory, and operational challenges.


We provide data-driven, technology-enabled advisory, implementation, and staffing solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of our clients.


Founded in 2005, Treliant is headquartered in Washington, DC, with offices in New York, London, Belfast, Northern Ireland and Łódź, Poland. For more information visit


We are looking for a Client Relationship Executive to help drive our rapid growth.  Treliant Client Relationship Executives are responsible for building and maintaining solid relationships with an assigned set of the company's key clients to drive opportunity identification, pipeline development and signings for all of our business units and across all of our solutions, as appropriate.


To be successful as a Client Relationship Executive, you should be able to develop a relationship heatmap for each assigned account, utilize the heatmap to rapidly develop meaningful relationships where they do not exist or are not strong enough, listen carefully to determine the client needs in areas where Treliant offers services and solutions, involve the business unit SMEs in pursuing the identified opportunities in an efficient and timely manner, collaborate effectively with the business units on RFPs, proposals and client sales meetings, and help to drive sales to a close.


  • Developing and maintaining a relationship heatmap for all assigned accounts
  • Developing and sustaining solid relationships with all assigned accounts
  • Developing a thorough understanding of each account’s needs and requirements and use that information to identify opportunities for the business units
  • Acting as the main point of coordination between assigned accounts and internal teams
  • Compiling reports on progress against building relationships, how that is translating into pipeline growth and how that pipeline is migrating into signings


  • Bachelor's degree in business administration, finance, sales, or related field. MBA a plus
  • 5-7 years of proven experience working in the risk, compliance and financial crimes advisory industry with proven, recent experience in an account management role focused on the accounts to be assigned
  • The ability to build rapport with senior buyers at accounts, especially in a remote work environment
  • The ability to handle multiple accounts simultaneously
  • Strong negotiation and leadership skills
  • Exceptional listening and communication skills
  • Superior collaboration skills
  • Proficient in all Microsoft Office applications as well as CRM software


Treliant offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefit package that reflects our commitment to creating a diverse and supportive workplace.  In addition to a competitive base salary, candidate is eligible for incentive pay as well as a full range of health benefits, vacation plan, and 401k plan.

If you want to be part of a dynamic team of professionals, we invite you to join the team at Treliant.  We invest in people, and challenge you to advance your career while achieving your aspirations and goals.  Here at Treliant, we pride ourselves on our collaborative team culture, where we embrace diversity of thought and innovation.  If you strive for excellence and seek an inclusive environment apply on line and follow us on LinkedIn. 


Treliant LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, sexual orientation, genetic information, religion, age, disability, or military status in employment or provision of services. When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office so that proper arrangements can be made.


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