Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relationship Manager

Coastal Pay

Relationship Manager — REMOTE (San Diego) REMOTE | 55K-65K Base + Residuals Coastal Pay is a rapidly scaling financial technology company operating in a fast-moving, high-growth environment. Our platform supports modern payment solutions and digital financial services, and we are building the operational infrastructure to match our momentum. We are seeking a personable, driven, and strategic remote Relationship Manager to help grow and retain our merchant portfolio as we scale. This role is ideal for someone who thrives in a fast-paced environment, builds strong client relationships before problems arise, and understands that in fintech, trust and responsiveness both matter. Why This Role Matters In a fintech company, client relationships aren't just a service function — they're a growth engine. This role ensures merchant satisfaction, portfolio retention, and revenue expansion while we scale aggressively. You won't just "manage accounts." You'll be a strategic partner to our clients and a key driver of long-term business success. Position Overview This role blends proactive client relationship management with revenue growth responsibilities. You will play a critical role in onboarding new clients, deepening existing partnerships, and identifying opportunities to expand Coastal Pay's footprint within your portfolio. You must be comfortable working independently in a remote setting while collaborating cross-functionally with sales, onboarding, customer success and leadership. Schedule REMOTE 8 am – 5 pm PST (preferred) Best suited for someone who is self-directed and comfortable working independently What You'll Do Client Relationship Management Serve as the primary point of contact for an assigned portfolio of clients Onboard new clients and ensure a seamless transition from sales to active relationship Conduct regular check-ins and business reviews to assess client satisfaction and performance Proactively identify and resolve issues before they escalated Maintain accurate and up-to-date records of all client interactions and account activity Revenue Growth & Portfolio Development Identify upsell and cross-sell opportunities within existing accounts Partner with the sales team to support referrals and warm introductions Track portfolio metrics including retention rates, processing volume, and revenue trends Educate clients on new products, features, and platform updates Develop and present tailored solutions aligned with each clients business needs Identify at-risk accounts and execute retention strategies What We're Looking For Exceptionally organized with strong attention to detail Clear, professional, and reliable communicator Proactive relationship-builder who anticipates client needs Tech-savvy and quick to learn new tools Discreet and trustworthy when handling confidential business information Comfortable juggling a large portfolio in a fast-moving environment Core Competencies You have 5+ years of sales, business development, relationship management, account management, or client success experience You have experience in fintech, payments, SaaS, processing, or financial services You have experience managing high-volume client portfolios You are an advanced user of CRM platforms such as IRIS, Salesforce, or HubSpot You are proficient with Excel / Google Sheets You are comfortable working in Slack, remote project management tools, and cloud-based systems You have exceptional attention to detail and documentation discipline You communicate with clarity, empathy, and professionalism You're comfortable with ambiguity and changing demands You're known for being responsive, organized, and flexible You notice when a client relationship needs attention and act before being asked You exhibit a high degree of accountability You're able to move quickly without sacrificing service quality What We Offer Remote-first environment A welcoming, supportive, and collaborative workplace A commitment to individualized coaching and professional development Health Insurance Benefits after 90 days of employment Location San Diego, CA (REMOTE) #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Manager in New York, NY vacancy
  •  ...Managing client relationships in a fully remote capacity, the full-time Client Relationship Manager will serve as the primary point of contact for clients, ensuring high satisfaction through effective communication, project management, and collaboration with internal teams... 
    Suggested
    Full time
    Remote work

    VC3

    New York, NY
    4 days ago
  • $115k - $125k

     ...learn more. Base pay range $115,000.00/yr - $125,000.00/yr Additional compensation types Annual Bonus and Stock options Client Relationship Manager at Ethic New York, NY What you’ll do: As a Client Relationship Manager at Ethic you will develop and cultivate strong relationships... 
    Suggested
    Full time
    Work at office
    Remote work
    3 days per week

    Ethic

    New York, NY
    14 hours ago
  •  ...all markets, ensuring fast, accurate, and premium support aligned with our “Respect the Gambler” ethos. Working closely with the VIP Manager, the Host manages daily VIP interactions, resolves issues with care, and helps maintain the commercial health of the VIP segment... 
    Suggested
    Live in

    G2 Gaming

    New York, NY
    3 days ago
  • $120k - $129k

     ...dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of...  ...plan Job Description The role: As a Client Relationship Manager (CRM) for the Retirement, Insurance... 
    Suggested
    Full time
    Contract work
    Part time
    Work at office
    Home office
    Flexible hours

    1240 Invesco Distributors Inc.

    New York, NY
    4 days ago
  •  ...As a Management Trainee, you'll have the opportunity to: Learn and Grow: Engage in our immersive 3-6 month training program to gain...  ...customized permanent benefits for their families. Foster Strong Relationships: Build positive and impactful relationships with various... 
    Suggested
    Permanent employment
    Traineeship
    Remote work
    Flexible hours

    Globe Life: Moore Organizations

    New York, NY
    3 days ago
  •  ...Our ideal candidate will be a strategic, execution-oriented Client Relationship Manager with experience in a Technical Account Managerial role with a focus in Information Technology. In addition to staying abreast of industry trends, RFA’s competition and best practices... 
    Work at office

    Rfa Inc

    New York, NY
    14 hours ago
  • $71.3k - $106.8k

     ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone...  ...You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel... 
    Flexible hours

    Stifel

    New York, NY
    3 hours ago
  •  ...Responsibilities Client Support & Execution Support daily client requests and...  ...deliverables, and updates in CRM systems Relationship Building Build foundational...  ...conversations and solution alignment Risk Management Track client relationship health and... 
    Flexible hours

    Eze Castle Integration

    New York, NY
    1 day ago
  •  ...insurance and financial protection solutions to families and individuals &##128313;Educate clients on policies that prevent financial disaster during times of loss &##128313;Manage your own book of business through virtual appointments - Use our proven internal... 
    Full time

    Globe Life: Moore Organizations

    New York, NY
    1 day ago
  •  ...Alliant Insurance Services is seeking a dedicated client services professional for Private Client Services to provide exceptional...  ...rounding opportunities. The role involves building strong client relationships, handling renewals, reviewing coverages, preparing proposals,... 

    Alliant Insurance Services

    New York, NY
    1 day ago
  • $135k - $180k

     ...Private Client Relationship Manager Role Summary: The Private Client Relationship Manager is responsible for the day‑to‑day management of the advisor’s practice to ensure execution of sales and service goals and to keep the advisor and practice in motion. This associate... 
    Local area

    353 CGPCS CG Private Client Svc

    New York, NY
    3 days ago
  • $90k - $100k

     ...Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific... 
    For contractors
    Work at office

    Emigrant Bank

    New York, NY
    14 hours ago
  • $190k - $220k

     ...professional who would be keen to move into client development role. The role will be...  ...interest from those at BDM and Senior management level. Within the role you will be supporting...  ...Associate Director, implement a client relationship plan with the firms global client base,... 
    Full time

    Ambition

    New York, NY
    14 hours ago
  •  ...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private... 
    Temporary work
    Work at office
    Immediate start

    Chase

    New York, NY
    2 days ago
  •  ...At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring...  ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop... 
    Temporary work
    Work at office
    Immediate start

    J.P. Morgan

    New York, NY
    4 days ago
  •  ...Future Opportunities: Retirement Client Relationship Manager At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff — payroll, health insurance, 401(k)s, and HR — so owners can focus on their craft and their customers. With teams in... 
    Full time
    Shift work

    Gusto

    New York, NY
    3 days ago
  •  ...Description Job Description Job brief We are looking for a Relationship Manager to build and preserve trusting relationships with our...  ...Ultimately, you’ll maintain strong relationships with our company’s clients to boost our brand and profits in the long-run.... 

    RecruitBPM Demo

    New York, NY
    23 days ago
  •  ...overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Responsibilities Leads the service delivery model and wealth management banking... 
    Work experience placement
    Work at office
    Work from home
    Home office
    Shift work
    Day shift

    Chris Baily

    New York, NY
    4 days ago
  • $62.5k - $87.5k

     ...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver... 
    Work experience placement

    Teachers Insurance and Annuity Association of America

    New York, NY
    21 hours ago
  •  ...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver... 
    Work experience placement
    Work at office

    TIAA

    New York, NY
    1 day ago
  • $71.3k - $80.5k

    Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow their practice through referrals, delivering financial solutions that ignite the dreams of the... 
    Work experience placement

    TIAA

    New York, NY
    14 hours ago
  •  ...diploma and good communication skills. This position requires flexibility with shifts, including weekends and holidays. Previous experience in hospitality is preferred, along with the ability to perform basic arithmetic and use property management systems. #J-18808-Ljbffr... 
    Shift work

    210_Mohegan_Pocono Downs Racing, LP

    New York, NY
    4 days ago
  • Remote Guest Experience Specialist We are seeking a motivated and detail-oriented Remote Guest Experience Specialist to join our remote team. In this role, you will assist customers with inquiries, scheduling, account updates, and service coordination while delivering...
    Remote work
    Flexible hours

    Essence Journey

    New York, NY
    9 days ago
  •  ...A leading property management company in Lenhartsville, Pennsylvania, is seeking a Front Desk Clerk to provide exceptional customer service to guests and residents. Responsibilities include acting as a property liaison, processing payments, and ensuring office efficiency... 
    Work at office

    Equity LifeStyle Properties

    New York, NY
    4 days ago
  • $19.2 per hour

     ...A leading fitness studio in New York is looking for Client Specialists who will provide superior hospitality and maintain a welcoming...  ...environment. The role involves assisting clients with class selections, managing Fuel Bar orders, and ensuring cleanliness throughout the studio... 
    Hourly pay
    Flexible hours

    Barry's

    New York, NY
    14 hours ago
  • $171.2k - $273k

     ...outcomes at scale.**Your Impact****Strategic Client Leadership*** Serve as a trusted...  ...measurable outcomes.* Build long-term executive relationships that foster customer trust, adoption,...  ..., presentation, and stakeholder management skills.* Strong analytical thinking, problem... 
    Remote work

    Salesforce

    New York, NY
    14 hours ago
  • $64.54k - $96.81k

     ...Client Manager Essential job responsibilities include but are not limited to: Supports and demonstrates IMA's core values Values and understands...  ...of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's... 
    Temporary work
    Internship
    Local area
    Flexible hours

    IMA Financial Group

    New York, NY
    3 days ago
  • $110k - $138k

     ...technical skillset that will accelerate their careers. Work, Play and Grow at BlackLine! Make Your Mark Engagement Managers build great client relationships during the pre-sales and delivery process, and guide customers to project success. They assess the customers'... 
    Temporary work
    Work experience placement
    Work at office
    Shift work
    3 days per week

    BlackLine

    New York, NY
    1 day ago
  •  ...About the Role As an Engagement Management Lead, Handshake AI, you will own our most critical Frontier AI lab customer relationships from first scope through production deployments...  ...consulting at top‑tier firms, with significant client leadership and project ownership.... 
    Live in
    Work at office
    Remote work
    Flexible hours

    Handshake

    New York, NY
    1 day ago
  •  ...Client Experience Director - Landmark, NYC JOB TITLE: Director of Client Experience – The Landmark REPORTS TO: VP & General Manager, The Landmark JOB PURPOSE: The Director of Client Experience is responsible for leading and elevating the client experience ecosystem across... 
    Hourly pay
    Flexible hours
    Afternoon shift

    LVMH Group

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Manager. Be the first to apply!