Relationship Manager

Job Description

Responsibilities

What You’ll Do

• Serve as the first relationship contact for startups, ensuring they’re getting the most business value out of .
• Build relationships across a startup’s team, helping them grow and scale their business while adopting core suite.
• Execute playbooks that ensure consistent engagement across a large portfolio of startups,  focused on the optimization, retention, and growth of early-stage startup customers
• Proactively retain, expand, and surface opportunities and high-growth startups across the book of business.
• Advocate the customer experience by collaborating with cross-functional teams (Sales, Partnerships, Product) to provide feedback and improve the customer’s experience.
• Identify new business opportunities within existing accounts and drive account growth.

What You’ll Bring

• 2–4 years in FinTech, Customer Success, early-stage banking,* or startup-facing Account Management.
• Experience working with founders or early-stage teams; comfort with ambiguity and speed.
• Surgical precision on effectively managing a large book of accounts with automation and playbooks without losing personal touches.
• Strong communication skills and responsiveness across Slack, email, and ability to in-person events (<20%).
• A customer-first, process-driven mindset, with an eagerness to grow into deeper RM responsibilities.
• Operational rigor of strong documentation, proactive communication, and project management.
• Bonus points if you have your Series 65 license, CFP, or CFA charterholder.

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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