Relationship Manager (Client Success Advocate)
New
Based in the United StatesFull-TimeManager
SalaryUSD $112,500 – $137,500 (based on experience and location)
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Job Details
- Experience
- 10+ years of experience in client relationship management, account management, or similar client-facing roles; 2+ years of leadership or people management experience.
- Required Skills
- LeadershipNegotiationAccount ManagementClient relationship managementStakeholder management
Requirements
- Bachelor’s degree or equivalent combination of education and professional experience; Master’s degree preferred.
- 10+ years of experience in client relationship management, account management, or similar client-facing roles.
- 2+ years of leadership or people management experience.
- Strong background in managing complex enterprise or technology-driven client relationships.
- Excellent communication, negotiation, presentation, and stakeholder management skills.
- Demonstrated ability to solve complex problems with strong analytical and business judgment.
- Proven leadership capabilities with the ability to influence, motivate, and guide teams.
- Mortgage or financial services industry experience is a plus, along with exposure to technology solutions.
Responsibilities
- Own and manage strategic client relationships, serving as the primary executive-level point of contact across the full client lifecycle.
- Ensure high levels of client satisfaction by maintaining regular communication and proactively addressing needs and risks.
- Coordinate with delivery and operations teams to ensure successful implementation and ongoing service performance.
- Identify and drive expansion opportunities, including renewals, upsells, and new solution adoption.
- Oversee relationship health and continuously seek opportunities for process and service improvement.
- Lead or support team members contributing to client management activities.
- Represent client interests internally while aligning solutions with organizational capabilities and goals.
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