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Relationship Manager

This role will be based in our San Francisco or New York City office. We are a h💼 Full-time💰 $181,000–$181,000🗓 2026-09-29

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

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