Manager, Relationship Management
$118.8k - $207.2kBooster Fuels
Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth. Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish. Get started now, we look forward to meeting you. Job Description: Overview Grata is the leading private market dealmaking platform. We make it easy to find, research, and engage with private companies. Our platform has the most comprehensive, accurate, and searchable proprietary data on private companies, their financials, and their owners. We help leading investors (PE/growth), investment bankers, management consultants, and corporate development teams discover and win more deals. Grata has over 1,500 customers and has been widely recognized as the market leader by G2, PE Wire, and more. Grata is looking for our next exceptional Relationship Management (RM) leader with a passion for developing others, building effective teams, and helping us uphold and surpass our commitments to the customers we serve. We take pride in building an amazing product and providing the best possible customer experience. We are looking for someone to drive excellence in themselves and inspire it in their team. At Grata, we will expect you to: Hire, coach and develop the best Relationship Managers in the industry. Your team’s success and achievements of targets is your top priority. Lead a team of 3-5 relationship managers, each with their own book of business, to achieve commercial success of >100% NRR. Own your team’s metrics, and drive the plan to exceed them, specifically renewal success, upsells, product adoption, license utilization, risk mitigation and value delivery. Impact team member performance, growth, collaboration, and development through coaching and mentorship. Partner with other RM leaders to build and refine processes, systems, and resources to make the teams and our customers successful. Adopt a data-driven approach to communicate effectively and transparently with leadership on business issues and potential solutions. Be guided by our customers’ experience as well as the company’s broader goals in day-to-day tasks, interactions, and projects. Work closely with internal teams (Support, Sales, Product, etc.) to align priorities, collaborate on customer needs/opportunities, and deliver increasing value over time. Proactively invest time and effort towards staying up to date with relevant knowledge and know-how geared towards making each of their team members better through feedback and process optimization. What we are looking for: 5+ years of work experience, with 3+ in customer success, account management, or relationship management. SaaS specific experience a bonus but not a requirement. 2+ years of experience managing a relationship management team and/or as a team lead in sales, account management, or executing upsells within an RM function. Passionate about developing people and coaching your team to meet their full potential. Demonstrated ability leading a customer facing team - helping your team prioritize and manage their book of business, develop and drive best practices and drive strategic value for customers. Experience owning and managing customer renewals, upsells and revenue targets. Exceptional organizational skills, including familiarity with technology-based solutions. Ability to work independently and lead initiatives in a fast-paced environment. Excellent critical thinking skills; able to break down business problems and create solutions that align to business goals. Exceptional communication skills, both verbal and written, and ability to work across groups. Excellent team player with strong leadership skills. The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time. $118,800.00 - $207,200.00 Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities. #J-18808-Ljbffr Booster
$80.5k - $135k
...Premier Relationship Manager We are currently seeking for a high professional to join our team as a Premier Relationship Manager. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Working collaboratively with...Suggested- ...CRE Relationship Manager Job Information Date Opened 03/12/2026 Job Opening Status In-progress Job Type Full time Industry Banking Salary up to 165K plus bonus City San Francisco State/Province California Country United States Zip/Postal...SuggestedFull timeWork experience placement
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...Position Title CRE Relationship Manager Sr Location San Francisco, CA 94111 Job Summary The Relationship Manager Sr - CRE Specialty manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships...SuggestedWork at officeLocal area- ...SBA Relationship Manager The SBA Relationship Manager plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all types of Small Business Administration loans...Suggested
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...and compliance focus on maintaining regulatory compliance and managing risks for clients, providing advice, and solutions. They help... .... The Opportunity As part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will...Full timeH1b$121.9k - $262.1k
...Fifth Third Bank Commercial Relationship Manager IV Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Responsible for profitable...Work experience placementWork at officeLocal area$71k - $140k
...Next Generation Business Relationship Manager Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across...$65k - $200k
Commercial Banking Relationship Manager East West Bank is looking for a Commercial Banking Relationship Manager. This role is to champion commercial banking business activities in the commercial banking segment with an aim to deepen and broaden relationships. Qualified...$165.53k - $220.7k
...working will regularly take place inside and outside of our San Francisco office. Responsibilities The Corporate Banking Relationship Management team is responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships, deepening relationships...Work at officeRemote work$150k - $225k
.... East West Bank gives people the confidence to reach further. Overview East West Bank is currently seeking a Cross Border Relationship Manager. This new position will have a primary focus on Cross Border banking with the opportunity to also pursue other traditional C...Bank staff$292.5k - $349.38k
Manager, Relationship Managers (MidMarket) Intercom is the AI Customer Service company on a mission to help businesses provide incredible customer experiences. Our AI agent Fin, the most advanced customer service AI agent on the market, lets businesses deliver always‑on...Work at officeLocal areaFlexible hours$110k - $125k
Citizens is seeking a Commercial Real Estate (CRE) Associate Relationship Manager in San Francisco. This role focuses on supporting senior Relationship Managers, developing client pitches, and building industry relationships. The ideal candidate has at least 2 years of...- Position C&I Relationship Manager or CRE Relationship Manager Location San Jose, CA, US and San Francisco, CA, US Job Summary The C&I Relationship Manager is responsible for originating, managing, and growing a portfolio of Commercial & Industrial (C&I) clients by providing...Local area
$88.8k - $165.6k
...commitments to progress—for a thriving economy, a sustainable future, and an inclusive society. We are seeking a top performing Relationship Manager to join BMO’s Pacific Rim Division. In this role, you will build and grow a portfolio of commercial clients with strong...Part timeWork experience placementLocal area$155.67k - $255.72k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Senior Relationship Manager Full Time IC Sales San Francisco, CA, US 4 days ago Requisition ID: 1864 Bank of Marin, voted by our employees as one of...Full timeWork experience placementBank staffWork at office$80.5k - $135k
Overview We are currently seeking a high professional to join our team as a Premier Relationship Manager. As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier clients. Working collaboratively with our internal teams, you will...- If you are customer focused, enjoy building relationships, and providing financial advice to Government clients, then a role as a Business Relationship Manager Senior, Government is for you. As a Business Relationship Manager (BRM) Senior Government in Business Banking...Work experience placement
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A leading financial institution is looking for a Premier Relationship Manager in San Francisco, California. This role involves providing comprehensive financial advice and establishing strong relationships with high-net-worth clients. Candidates must have a Bachelor's...- The SBA Relationship Manager plans and implements financial institution sales and marketing programs targeted toward the business community and examines, evaluates, and recommends approval of all types of Small Business Administration loans. Essential Job Functions Assists...
$275k - $320k
What will I be doing? Lead and develop an AI-fluent RM team Hire, onboard, and coach Relationship Managers across the Small Business / Scale segment Develop reps into strong consultative sellers who can confidently position AI-powered capabilities Build a culture of...Work at officeLocal areaWork from homeFlexible hours3 days per week$88.8k - $165.6k
BMO U.S. is searching for a Relationship Manager to join the Pacific Rim Division in San Francisco, CA. The ideal candidate will manage a portfolio of commercial clients, harnessing excellent networking abilities and a deep understanding of cross-border business needs....$106.5k - $146.5k
...solutions for independent fee-based investment advisors (RIAs) is seeking an innovative, results-driven individual to serve as Relationship Manager in the Greater San Francisco Bay region. Our heritage of serving advisors (our clients) by bringing them the “best of...Remote work$104.06k - $150.89k
Relationship Manager San Francisco, CA. Salary range: $104,061.00 To $150,888.00 annually. Eligible for an annual bonus. SUMMARY The Relationship Manager is responsible for managing a portfolio of Commercial clients and developing strong commercial relationships that...$181k - $226k
...combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and... ..., acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big...Work at officeRemote workWork from home- A leading investment consultant is looking for a relationship manager who will support both institutional and private clients. This position is located in San Francisco. Responsibilities Drive growth by expanding existing private client relationships and originating...
- Relationship Manager II/III Overview: Independently develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive...Home office
- A leading financial institution in San Francisco seeks a CRE Relationship Manager Sr to oversee commercial real estate loan relationships. This role includes generating business, managing a complex loan portfolio, and ensuring compliance with laws and regulations. The...
- BMO is seeking a top-performing Relationship Manager in San Francisco to build and grow a portfolio of commercial clients connected to Pacific Rim markets. The successful candidate will have a proven sales history, expertise in structuring complex deals, and solid commercial...
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