Relationship Manager
Core
Manage a portfolio of ~200 startup clients (Seed through Series B+) as the primary point of contact for founders and finance leaders to drive retention and expansion.
Role type
Senior Account/Relationship Manager (SaaS/Banking)
Builds
Credit card utilization, banking deposits, bill pay, invoicing, and travel products for startups
Domain
Fintech / Startup Ecosystem
Required skills
Relationship management, account management, sales, startup ecosystem knowledge, financial health analysis, data analysis, event curation, cross-functional collaboration
Preferred skills
Experience in SaaS or banking industry, track record of exceeding quota, in-person field engagement
Technologies
Salesforce, Vitally, Gong, Scratchpad, HEX, Looker, LogRocket
Responsibilities
Manage client portfolio and serve as primary contact; Drive Net Revenue Retention through product expansion; Lead deposit acquisition during financing rounds; Execute competitive defense strategies; Partner with cross-functional teams; Prioritize in-person client engagement; Host monthly client events
Seniority
Senior, hands-on IC