Remote Relationship Manager - $120k-$140k (WealthTech)

Permanently Remote, Must Work ESTJob Title: Remote Relationship Manager - $120k-$140k (WealthTech)Salary: $100-$120k Base + $10-$20k Bonus = $110-$140k Total Comp, Benefits, 401k, PTORequirements: B2B SaaS, Client FacingWe offer an intuitive web-based CRM for financial advisors and wealth managers.We're thrilled to announce we just closed $200MM in funding, and are doing some big things!Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales.Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice.We have been in business since 2012, and have around 150 employees.We are REMOTE first and our team is distributed throughout the country.Due to growth, we are hiring a Remote Relationship Manager experienced with:B2B SaaSMid market accountsRenewalsCross sell, up sellExperience in financial services or working with financial advisors is a big plus, but not required!What You Will Be DoingManage around 75 mid market accounts, $3MM ARRServe as the primary point of contactConduct regular check ins, QBRs, and success plansLead renewal strategiesIdentify expansion opportunitiesWhat's In It for You$100-$120k Base + $10-$20k Bonus = $110-$140k Vacation/PTOMedicalDentalVisionBonus401kColorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard