Relationship Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and cultivate relationships with a diverse customer base

• Provide support for a specific line of business and gain a deep understanding of a primary application

• Create and sustain effective, professional relationships with key stakeholders in designated customer accounts

• Act as a point of escalation for any unresolved customer concerns

• Assist in business retention, generate pipeline, and achieve favorable “Would Recommend CSI” survey outcomes

• Participate in and/or lead processes for cross-selling and pipeline development

• Engage in sales and relationship-building activities to fulfill retention, pipeline, sales volume, and strategic goals

• Employ consultative selling techniques through continuous client interaction

• Assess client utilization of CSI products and recommend additional offerings and value-added solutions

• Keep clients updated on product offerings via marketing initiatives, product alerts, and webinars

• Complete other responsibilities as assigned

• Travel up to 40–50% as necessary for customer relations, meetings, conferences, and on-site engagements

⛳️ Requirements

• Bachelor’s degree or an equivalent combination of education and experience

• Over 3 years of experience in relationship management, account management, customer success, sales, or a similar customer-facing position

• Background in banking, fintech, SaaS, or a related technology-driven sector

• Capability to build trust and influence key decision-makers

• Excellent communication, presentation, and interpersonal skills

• Strong problem-solving and negotiation skills

• Outstanding organizational capabilities and attention to detail

• Ability to juggle multiple priorities and stakeholders simultaneously

• Familiarity with banking technology platforms, software solutions, or financial services products

• Experience in identifying growth opportunities and supporting revenue retention efforts

• Must be legally authorized to work in the United States without any visa sponsorship now or in the future

🏝️ Benefits

• Competitive salary

• Eligibility for incentive awards based on individual and business performance

• Comprehensive range of benefits