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 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
$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- ...Enterprise Bank & Trust in Arizona seeks a Senior SVP Relationship Manager to develop and manage commercial deposit and loan accounts, expand client relationships, and provide financial solutions to clients. You will mentor other relationship managers, cross-sell across...Suggested
$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...Local areaFlexible hours
- 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...Work at office
$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- 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...Full 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
- Job Description: Vanguard, Wealth Management, Family Legacy SpecialistThe Family Legacy team at Vanguard collaborates with various business... ...Certification are preferred.Facilitation and client relationship experienceSkilled in consulting, coaching, and/or advising families...Full timeWork at officeRemote workMonday to Friday
$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
- ...campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at... ...and improve their customer-centric metricsLead change-management initiatives that drive adoption, ease implementation, and position...Full timeContract workLive inWork at officeLocal area
- ...confident decisions.What You Will Be Part OfAs a Customer Success Manager, you will serve as a strategic partner to Radix customers,... ...clients realize measurable value while building long-term, trusted relationships.This role sits at the intersection of Product, Sales, Support,...
$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$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$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$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- ...What You'll Do: The Customer Relations Manager works closely with our home buyers on all customer service and warranty issues,... ...Establish and maintain positive internal and external customer relationships. Determine trade accountability for back charges and PO's....Work from home
- ...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
- ...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
$121.2k - $193.9k
...improving worker safety. Opportunity Overview: We are seeking an experienced and results-driven Global Key Account Manager to lead and grow the relationship with one of our most strategic e-commerce marketplace partners. This individual will serve as the primary point of...Remote workWorldwideFlexible hours$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- ...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
$65k - $80k
...65,000.00/yr - $80,000.00/yr Direct message the job poster from Wealth Society We’re hiring a full-time, in-house Customer Success Manager to support and engage the high-level members of The Wealth Society — a top-ranked, invite-only wealth-building community hosted on...Full timeRelocation- LodgeLink, a Black Diamond Group company, seeks a Customer Success Representative in Scottsdale, AZ to own the customer experience from onboarding through ongoing engagement. You will be the trusted point of contact for a portfolio of clients, educating, supporting, and...
- ...DAS Technology in Scottsdale, AZ is seeking an Account Manager to nurture client relationships and drive transformative success within our automotive SaaS platform. You will advise clients, coordinate with product management, and deliver measurable ROI while guiding cross...
- ...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
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