Director / Senior Director, Relationship Management
Posted Updated
Description
You will lead relationship managers and serve as a senior contact and advocate for B2B clients. You will build strategic client relationships, coordinate cross-functional delivery, develop account strategies, identify expansion opportunities, negotiate agreements, oversee renewals and retention, and improve client reporting and operational processes.
Responsibilities
- Build and maintain relationships with client stakeholders.
- Develop customers into advocates.
- Lead and coach relationship managers.
- Coordinate with sales, marketing, product, legal, finance, and engineering teams.
- Lead monthly client calls and quarterly business reviews.
- Create account strategies for enablement, expansion, upselling, and co-marketing.
- Channel client feedback into product roadmaps and solutions.
- Identify upsell, cross-sell, and product-adoption opportunities.
- Negotiate client agreements, contracts, and legal documents.
- Ensure high-quality service delivery measured by NPS.
- Design reporting to track client satisfaction.
- Own retention and contract renewals.
- Improve client-related CRM and internal processes.
Requirements
- Bachelor's degree or equivalent practical experience.
- 7–10 years of B2B relationship management or business development experience.
- At least 2 years of people-management and leadership experience.
- Experience growing client relationships through cross-selling and expansion.
- Exceptional written and verbal communication skills.
- Ability to build relationships with diverse internal and external stakeholders.
- Ability to work independently in a fast-paced environment.
- Experience with SaaS or payments products.
- Ability to translate complex business concepts into clear conversations.
- Ability to structure unstructured problems.
- Ability to travel up to 20% to offices and client locations.
- Experience in fintech, brokerage, payments, or crypto.
Benefits
- Healthcare insurance with roughly 100% of employee premiums and a portion of spouse and child premiums covered in the U.S.
- Vision and dental insurance in the U.S.
- Equity opportunity.
- Maternity and paternity leave after 6 months.
- WeWork All Access membership.
- Yearly work-from-home stipend.
- Yearly learning and development stipend after 6 months.
