Client Relationship Manager

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