Relationship Manager

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

📋 Description

• Establish and nurture strong, trusted relationships with key clients through a consultative and business-oriented approach.

• Retain and increase revenue by collaborating with clients to meet their objectives.

• Oversee account revenue goals, renewals, planning, and forecasts.

• Work in partnership with Customer Success, delivery, and product teams to achieve project targets.

• Develop and execute strategic account plans that align with client objectives.

• Conduct needs assessments to identify opportunities for upselling and cross-selling.

• Provide clients with education on best practices and industry trends.

• Monitor and analyze KPIs to assess client satisfaction and promote continuous optimization.

• Lead discussions on contract renewals, negotiating terms, legal questions, and pricing.

• Identify opportunities for business expansion with existing clients and engage in new business development.

• Keep an eye on market trends, competitor actions, and industry developments.

• Build client relationships with internal partners throughout the organization.

⛳️ Requirements

• Bachelor's degree in Business Administration, Marketing, or a related discipline.

• Over 10 years of experience in account and sales management.

• More than 10 years of experience in financial services, including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks.

• Demonstrated sales skills in developing complex deals.

• Proven ability to engage with C-suite executives.

• Solid experience in client-facing roles, ideally within a B2B SaaS context.

• Exceptionally strong communication, influencing, negotiation, and interpersonal skills.

• Outstanding project management and organizational skills.

• Strategic thinker with the ability to understand client business challenges and craft tailored solutions.

• Track record of achieving results in client satisfaction and revenue growth.

• Familiarity with industry best practices and emerging trends in client relationship management.

• Willingness to travel occasionally for client visits or industry events.

• Flexibility in accommodating client needs and time zone differences when necessary.

🏝️ Benefits

• Medical/Rx, dental, vision, disability, and life/AD&D insurance plans.

• Flexible Savings Account (FSA).

• Health Savings Account (HSA).

• Employee Assistance Plan (EAP).

• Health advocacy services.

• Voluntary ancillary plans including accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance.

• 401(k) retirement savings plan with company matching.

• Paid time off.