Senior Client Relationship Manager - Remote

Overview

The Senior Client Relationship Manager is responsible for managing and strengthening high-value ESOP client relationships, with a focus on strategic engagement, retention, and service excellence.

In Short

• Manage and strengthen high-value ESOP client relationships.
• Focus on strategic engagement, retention, and service excellence.
• Serve as the primary relationship lead for premier clients.
• Act as the escalation point for complex client issues.
• Deliver strategic value messages to strengthen client retention.
• Collaborate with internal teams for seamless service delivery.
• Conduct profitability analysis and recommend service adjustments.
• Mentor and support the development of other team members.
• Participate in annual strategic planning meetings.
• Support special projects and cross-functional work.

Requirements

• Exceptional written and verbal communication skills.
• Ability to manage complex client relationships.
• Strong strategic thinking and business acumen.
• Proven mentoring abilities.
• Advanced problem-solving skills.
• Experience with CRM systems and Microsoft Office Suite.
• Bachelor’s degree in Business or related field.
• 8–10+ years of experience in client relationship management.
• Experience leading complex client meetings.
• ESOP administration experience preferred.

Benefits

• Remote-first work culture with in-office options.
• Competitive salary & comprehensive benefits.
• 401(k) with company match + HSA with contribution.
• Generous PTO for parental leave, vacation, and holidays.
• Support for certifications and professional growth.
• Company culture built on community and social events.