Relationship Manager (Remote)

Posted 13 days agoViewed

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💎 Seniority level: Manager, 5+ years

📍 Location: United States, Canada

🔍 Industry: Financial Services, Payments

🏢 Company: CheckAlt👥 101-250 Payments Finance

🗣️ Languages: English

⏳ Experience: 5+ years

🪄 Skills: Data AnalysisSalesforceClient relationship managementCRMCustomer Success

Requirements:

5+ years customer-facing experience
Experience with complex software solutions, ideally in financial services
Proven performance against goals
Experience with Salesforce or similar CRM

Responsibilities:

Ensure proactive client engagement
Establish trust with clients to increase retention
Serve as a point of escalation for client issues
Advocate for customer needs through internal partnerships
Provide client education on services and features
Use data insights to enhance client satisfaction

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