Relationship Manager - Remote

Overview

The Relationship Manager will act as the primary liaison between clients and various internal teams, ensuring smooth execution of projects and advocating for client needs.

In Short

• Be the primary liaison between clients and our teams (Operations, Legal, Compliance, Finance, Project Management, Client Success).
• Lead client strategic programs and ensure smooth project execution.
• Advocate for client needs and resolve issues internally.
• Participate in client meetings and travel to client locations as needed.
• Build relationships through dialogue with external and company partners.
• Deliver compelling presentations using market trends and best practices.
• Maintain understanding of contract terms and manage revenue tracking.
• Oversee onboarding of new clients and manage credentialing requests.
• Coordinate across teams for prompt execution of client deliverables.
• Identify opportunities and strengthen relationships within client organizations.

Requirements

• BS/BA or equivalent experience is necessary.
• 5+ years sales experience managing complex client relationships.
• Fluency in data, software, and financial services solutions.
• Demonstrated knowledge of the data and analytics ecosystem.
• Ability to present customer insights through industry-specific reviews.
• Strong relationship-building skills with senior executives.
• Ability to travel as required.

Benefits

• Great compensation package and incentive plan.
• Core benefits including full medical, dental, vision, and matching 401K.
• Fully remote environment.
• Flexible time off including volunteer time off and paid holidays.