Relationship Manager

At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution. Wealthbox is seeking a Relationship Manager (RM) to join our growing team. As a Wealthbox RM, you will own strategic, multi-office and enterprise customer relationships (large RIAs, broker-dealers, and wealth platforms). You’ll be the primary point of contact post-sale—driving adoption, renewals, and expansion—while orchestrating cross-functional resources to deliver measurable business outcomes for our customers. Key Responsibilities: Serve as the executive-facing relationship owner for a book of accounts; lead regular check-ins, QBRs, and success plans to ensure outcomes and ROI Coordinate with Support, Product, and Marketing to deliver successful rollouts Proactively monitor account health, usage, and adoption; build playbooks to increase engagement and reduce time-to-value Lead renewal strategy and execution; forecast retention, mitigate risk, and consistently achieve net retention targets Identify and close expansion opportunities (expansion, upgrades and add-on products) in partnership with Sales Advocate for customers internally; synthesize feedback and influence product roadmap, integrations, and support processes Navigate enterprise processes (security reviews, legal/procurement, data migrations, and integrations) with professionalism and urgency Represent Wealthbox at webinars, events, and partner initiatives; showcase best practices and measurable outcomes Maintain accurate documentation of activities, forecasts, and account plans in CRM; report on KPIs to leadership Desired Skills & Experience: Experience in managing strategic accounts in SaaS; FinTech/WealthTech or financial-services clients strongly preferred Proven track record hitting renewal, NDR, and expansion targets at SMB-to-Mid-Market or Enterprise scale Experience running multi-threaded relationships across executives, operations, compliance, and IT/security Skilled at leading complex deployments and change management across many offices and users Excellent communication and presentation skills across email, phone, and video; confident facilitating executive QBRs Proficiency with CRM technology and analytics to manage relationships, adoption, and forecasting Helpful, consultative mindset with the ability to translate the features and value of Wealthbox into business outcomes Responsible, ethical, and customer-obsessed; collaborative teammate who raises the bar Full-time, weekdays during business hours (fully remote) Occasional travel for industry conferences and company offsite events Competitive compensation 401k plan Paid time off Interested? Email us a note at View email address on click.appcast.io with your resume and include a link to your LinkedIn profile. #J-18808-Ljbffr