Relationship Manager
Jobtailor
Manage and cultivate relationships with an assigned portfolio of partners and clients based on complexity, lifecycle stage, and business needs Serve as the primary point of contact for assigned partners and clients, owning account support, partner engagement, and coordination of internal resources Maintain proactive communication to drive engagement, alignment, retention, product adoption, and satisfaction Identify revenue growth, cross-sell, expanded product adoption, deeper solution utilization, and ACH & Online Banking optimization opportunities Develop and maintain understanding of partners’ business models, operational needs, goals, and priorities Conduct recurring partner and client meetings, touchpoints, and business reviews Monitor partner activity, feedback, trends, risks, service needs, and recurring issues Partner with Sales on new or expanding opportunities Coordinate with Risk, Underwriting, Operations, Product, Sales, and Boarding teams Support escalations and operational issues through resolution Maintain accurate CRM records, account notes, partner activity updates, opportunities, and portfolio visibility Maintain strong knowledge of Nuvei products, services, systems, competitors, and the broader payments landscape Requirements 3+ years of experience in payments, fintech, financial services, client success, account management, relationship management, partner management, or a related client-facing role Experience managing partner, client, or merchant relationships in a service-oriented or revenue-supporting capacity Demonstrated ability to build external relationships, maintain consistent communication, and support client or partner satisfaction Ability to identify client needs, product adoption opportunities, cross-sell potential, and account growth opportunities Experience coordinating cross-functionally with Risk, Underwriting, Product, Operations, Boarding, Sales, or Support Strong written and verbal communication skills Strong organizational skills for managing multiple relationships, priorities, follow-ups, and time-sensitive requests Sound problem-solving skills for managing inquiries, supporting escalations, and driving resolution Strong attention to detail and accurate account notes, CRM updates, and partner activity visibility Proficiency with CRM systems; Salesforce preferred Proficiency with Excel, Word, PowerPoint, and Outlook English (written and spoken) is the primary working language Core Competencies Demonstrates expertise in managing partner and client relationships within the payments and fintech sectors, focusing on account growth, product adoption, and client satisfaction. Proficient in coordinating cross-functional teams and maintaining accurate CRM records to support operational efficiency. Highest-signal resume keywords Client Relationship Management Cross-Functional Coordination CRM Proficiency Payments Industry KnowledgeProblem-Solving Skills ATS Optimization Keywords Hard Skills Account Management Client Success Product Adoption Revenue Growth Identification Operational Needs Assessment Partner Engagement Risk Coordination Service Needs Monitoring Business Review Conducting Detail Orientation Soft Skills Strong Communication Skills Organizational Skills Relationship Building Attention to Detail Problem-Solving Industry Keywords Payments Fintech Financial Services Partner Management Client Engagement Service-Oriented Role Cross-Sell Opportunities Operational Issues Business Models Client Satisfaction Tools & Technologies Salesforce CRM Systems Excel Word PowerPoint Outlook #J-18808-Ljbffr Jobtailor
- ...Relationship Manager The Quantum Group, an Integrity company, provides marketing, distribution, training, and support services for annuity and insurance products offered through licensed insurance carriers to financial professionals. Relationship Managers are responsible...SuggestedWork at officeLocal area
- ...options, and benefit from card issuing, banking, risk, and fraud management services. Connecting businesses to their customers in more... ...to join us on the journey! Your Mission As a Relationship Manager for ACH & Online Banking at Nuvei, you will manage an...SuggestedLocal areaFlexible hours
$150k - $190k
...supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of...SuggestedBank staffWork at officeLocal areaShift work- A leading wealth management technology firm based in Scottsdale, AZ is looking for a Financial Relationship Manager to support clients post-sale. This role focuses on client advocacy, ensuring successful platform use and satisfaction. The ideal candidate has 3-5 years...SuggestedWork at office
- The Opportunity As a Financial Relationship Manager , you’ll support clients once they’ve started using our services, helping them maximize the value of our platform. Your main goal is to ensure they get the most out of it, leading to continued usage and renewals. This...SuggestedFull timeWork at officeRelocationVisa sponsorshipFlexible hours
- ...interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: SVP, Relationship Manager Job Description: Summary: Senior level relationship manager that develops and manages new commercial deposit and loan...Local area
$85k - $100k
...saved across all 50 United States. Who Are We Looking For? Vestwell is expanding and we’re excited to onboard an Enterprise Relationship Manager to our team, supporting our strategic and enterprise partnerships. At a high level, we’re looking for someone who is client-...Contract workWork at office- ...Job Title Core Responsibilities 1. Broadens complex relationships with existing clients. Identifies opportunities and strategies related... ...strategies to meet client needs. Uses strong relationship management skills and knowledge of client needs to create relationship...Work experience placement
- ...initial and ongoing prospect sales meetings and proposals. In collaboration with client experience team, manages existing book of business. Maintain relationship with clients and their business needs, addressing changes as needed and delivering documents as...Full timeWork experience placement
- ...Customer Relations Manager Scottsdale, AZ The Customer Relations Manager works closely with our home buyers on all customer service... ...and maintain positive internal and external customer relationships. Determine trade accountability for back charges and PO's....Work from home
- ...Vanguard, Wealth Management, Family Legacy Specialist The Family Legacy team at Vanguard collaborates with various business units... ...Enterprise Certification are preferred. Facilitation and Client Relationship Experience Skilled in consulting, coaching, and/or...Work at officeRemote workMonday to Friday
$15 - $18.69 per hour
...selling retail products and scheduling future appointments. • Manage the finances by maintaining accurate balances and utilizing... ...QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • Integrity & Trust • Action Oriented • Listening...Hourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift$15 - $18.69 per hour
...Flexible Spending Accounts (FSA): Save on healthcare and dependent care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs. Health Savings Account (HSA): Make the most of your healthcare dollars with a tax-...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hours- ...TENEX CUSTOMER SUCCESS OPERATIONS MANAGER TENEX is an AI-native, automation-first, built-for-scale Managed Detection and Response... ...anecdote. Where a Customer Success Manager owns the customer relationship and an Engagement Manager owns a scoped engagement, the CS...Work at officeRelocationRelocation package
- ...Client Manager Position Overview The Client Manager position is responsible for proactively managing the overall workflow for the... ...attention to detail ~ Ability to build and maintain effective relationships with clients, carriers and peers ~ Ability to work...Work at office
- Guest Relations Specialist Guest Relations Team serve as ambassadors to all Aquarium visitors. Guest Relations Specialists are responsible for implementing daily requirements relating to guest entrance and exit of the Aquarium, including ticket sales, scanning, general...Shift workAfternoon shift
- ...Level II Client Success Manager CBORD and Transact have come together as industry leaders in integrated technology solutions, powering... ...across departments. The role focuses on building trusted relationships with key stakeholders, providing consultative guidance on best...Temporary workImmediate startRemote work
$15 - $18.69 per hour
...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing... ...Qualifications / Competencies Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional Preventative...Hourly payMinimum wageFull timeLocal areaShift workAfternoon shift- ...ensuring the effective execution of Customer Relations operations. This role provides hands-on supervision, coaching, and performance management for Customer Relations Associates, with a strong focus on accountability, service quality, and continuous improvement. Acting...Live inWork at office
- ...ios.markate.com / android.markate.com Markate.com is a cloud based CRM business owners app which also includes Field Service Management, Sales & Marketing Automation We are located in Scottsdale Kierland area and rated us one of fast-growing companies in the Phoenix...Local area
- ...Customer Success Manager TENEX is an AI-native, automation-first, built-for-scale Managed Detection and Response (MDR) provider. We... ...platform to meet their cybersecurity needs. Own the customer relationship post-sale, driving engagement, retention, and expansion opportunities...Contract workRemote workRelocation package
- ...Client Success Manager Alpharetta, Georgia, United States, Scottsdale, Arizona, United States, United States Illumia is an industry... ...-centric mindset with strong consultative communication and relationship-building skills. Strong organizational skills and attention...Temporary workWork experience placementLocal areaWorldwideFlexible hours
- ...applicable lending regulations. This role requires strong attention to detail, excellent communication skills, and the ability to manage multiple loan files while delivering a professional borrower/broker experience. Key Responsibilities Review loan applications, closing...Work at officeFlexible hours
- TEKsystems in Scottsdale, AZ, is seeking a contract-to-hire customer service specialist to support plan sponsors and advisors in a hybrid call center environment. You will handle emails and calls, applying company policies to resolve client issues and escalating when necessary...Contract work
$26 - $31 per hour
...organizational skills, proactive communication, and the ability to manage multiple priorities. The Coordinator plays a key role in... ..., as necessary Displays a positive, professional, cooperative relationship with both clients and colleagues Makes optimal use of his/her...Full timeMonday to Friday- WaFd Bank in Scottsdale, AZ seeks a Senior Relationship Manager to develop and maintain client relationships. This role involves business development, portfolio management, and teamwork with banking colleagues to ensure high-quality service. Candidates should have at least...
- Cyber Technology Group, Inc is seeking a Client Services Coordinator to orchestrate service calls, parts, and technician schedules while delivering outstanding client experiences. You will be the primary contact before, during, and after visits and ensure CRM accuracy. ...Full time
- Nuvei is seeking an experienced and proactive Account Manager to help reach our APAC ambitions. You will be managing key account relationships across multiple industries and channels for our cross-border merchants. The ideal candidate is a born networker who thrives in...Flexible hours
- ...members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day...Work at officeFlexible hours
$122.7k - $187.8k
...talent development expertise; deep experience in cloud change management; and cloud-ready operating models with a commitment to... ...experiences, and industry-specific breakthroughs. Establish relationships with clients, from C-suite executives to technical leaders, and...Contract workWork experience placementLive inWork at officeLocal areaRemote workFlexible hours
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