Relationship Manager
Manages portfolio of 200+ startup clients as primary contact, drives revenue retention through product expansion, deposit growth, and relationship building. Requires 4+ years in account management or sales, strong communication, and startup ecosystem knowledge.
About the job
Responsibilities
- Manage a portfolio of approximately 200 companies (Seed through Series B+), serving as the primary point of contact for founders, CFOs, and Chiefs of Staff.
- Maintain deep awareness of each client's financial health, funding status, and growth trajectory to identify and address opportunities proactively.
- Uphold operational excellence through rigorous Salesforce hygiene and proficiency in tools such as Vitally, Gong, Scratchpad, HEX, Looker and LogRocket.
- Drive Net Revenue Retention (NRR) through the proactive expansion of products, including credit card utilization, growing banking deposits, adoption of bill pay, invoicing and travel products.
- Lead deposit acquisition by capturing fresh capital during financing rounds through the strategic positioning of Brex's banking and treasury solutions.
- Execute competitive defense strategies to protect your book of business, cultivating relationships built on trust rather than simple cash incentives.
- Partner through strategic collaboration with cross-functional teams to deliver optimal solutions, products, and services to our clients.
- Prioritize field engagement by targeting in-person interactions with customers by having in-person meetings and touch points.
- Manage event curation by hosting at least one monthly client event, such as intimate dinners, workout sessions, or other curated experiences.
Requirements
- 4+ years of experience in relationship management, account management, sales, partnerships, or a similar role, preferably within the startup or finance ecosystem or saas or banking industry.
- Consistent record of exceeding quota and delivering top performance in competitive sales environments.
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
- Proactive and results-oriented mindset, with the ability to work independently and as a part of a team.
- Strong organizational and project management skills, with the ability to multitask and prioritize effectively.
- Ability to analyze data and metrics to drive informed decisions and strategies.
- Strong understanding of the startup ecosystem.
Compensation
The expected OTE range for this role is $181,000 - $226,000. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.
Skills
Salesforce, Vitally, Gong, Scratchpad, Looker, Logrocket, Hex, Data Analysis
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