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
- ...options, and benefit from card issuing, banking, risk, and fraud management services. Connecting businesses to their customers in more... ...talent to join us on the journey! Your MissionAs a Relationship Manager for ACH & Online Banking at Nuvei, you will manage an...SuggestedLocal areaFlexible hours
- ...Relationship Manager Relationship Managers are responsible for building relationships with advisors through all steps of the onboarding/client engagement process. They assist with building and growing relationships, increasing client engagement. Responsibilities...SuggestedWork at office
$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$130k - $200k
MinUSD $130,000.00/Yr.MaxUSD $200,000.00/Yr.Job SummaryCome join a winning team at WaFd Bank as a Senior Relationship Manager! The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow existing relationships and is responsible for...Suggested- ...options, and benefit from card issuing, banking, risk, and fraud management services. Connecting businesses to their customers in more... ...reach our APAC ambitions. You will be managing key account relationships across multiple industries and channels for our cross-border...SuggestedLocal areaFlexible hours
- ...support services for annuity and insurance products offered through licensed insurance carriers to financial professionals. Relationship Manager Relationship Managers are responsible for building relationships with advisors through all steps of the onboarding/client engagement...Work at officeLocal area
- Overview The Client Experience Manager, reports to the Manager, Client Experience and is responsible for client support throughout... ...AmTrust capabilities. Build and maintain strong professional relationships and collaboration with all internal departments to better serve...Full time
$80.28k - $98.12k
...career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer service in alignment with U.S. Bank Core Values while providing comprehensive...Full timeWork experience placementLocal area- Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers!In this role, you’ll manage a book of business...Full timeWork at officeRemote workRelocation packageMonday to Friday
$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$86.25k - $138k
...Constantly grow as you work hard for a mission that matters at a company where you matter.Your Impact The Justice Senior Customer Success Manager will work with Axon Justice’s largest Prosecutor and Public Defender customers to build long-term, strategic partnerships. You will...Work experience placementRemote work$110k - $160k
...skills, advance in your career and make an impact at Henkel. What youll doThe Key Account Manager, a remote position, is responsible for building and growing business relationships with high opportunity emerging defense and aerospace accounts.Implement new customer...Minimum wageLong term contractLocal areaRemote workFlexible hours$170k - $200k
...DescriptionSectigo is the most innovative provider of certificate lifecycle management (CLM), delivering solutions that help the world’s largest... ...of Channel Partners sales resources. Establish strong relationships both individual and organizational with channel partners....Full timeLive outRemote work$80.4k - $266.3k
...transformation programs. ~ Engage Client Account Leads (CALs), Managing Directors, and public sector practice leads in account... ...leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud...Full timeContract workWork experience placementLive inWork at officeLocal area$10 per hour
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing...Work at office$100k - $130k
...with customer business objectives and strategiesResponsible for managing RFP and RFQ process Expertise in the selling and value... ...negotiation, project management. customer focus, results, and relationship building skills. Ability to work well in a team environment and...Minimum wageLocal areaFlexible 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
- ...We are seeking a proactive, execution-oriented Client Service Manager to manage a portfolio of assigned group plan clients and deliver... .... This role is responsible for overseeing post-sale client relationships, resolving complex escalated inquiries regarding eligibility,...Minimum wageFull timeWork at officeLocal area
$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- ...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$24 - $25 per hour
...consisting of advisors and sponsors to ensure their servicing needs are being met and assist with administration issues. - Help manage client expectations to avoid any disconnects with process and timing standards. - Collaborate across all internal teams in order...Contract workTemporary workWork at officeImmediate start- ...A full-service financial institution is seeking a self-motivated Commercial Relationship Manager to create possibilities for customers in Scottsdale, AZ. You will expand and manage a portfolio of commercial clients while collaborating with a lending team. The ideal candidate...
- ...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...
- ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing... ...Competencies Leadership: Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening...Local areaShift workAfternoon shift
$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...Full timeContract workWork experience placementLive inWork at officeLocal areaRemote workFlexible hours- ...transaction. Key Responsibilities Engage directly with Mid-Market Direct Customers from the C-Suite to other Leaders Managed and nurture relationships with Clients and Technology Partners (Kinaxis, o9, BlueYonder) Drive net new customer acquisition and scale existing client...Full timeContract workWork experience placementLive inWork at officeLocal area
$70k - $77k
...Customer Experience (CX) Support Manager Base Compensation: $70,000 - $77,000 annually Location: Scottsdale, AZ Workplace Setting... ...owns the processes, metrics, content and day-to-day operating relationship that keep both teams performing at a 10X standard. You are the...Full timeLocal areaShift work- ...businesses across a range of industries - helping them optimize their fleet operations to increase field productivity, grow revenue, and manage costs. We're not looking for a specific résumé. We're looking for someone with drive, curiosity, and a real excitement to connect...
- ...The Corporate Affairs Manager develops and executes strategies that strengthen Plexus’ reputation, advance key stakeholder relationships, and support the company’s license to operate and grow globally. This role aligns business priorities with public perception through...Local areaImmediate startWorldwide
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