Relationship Manager

Key Responsibilities

• Prepare and draft customer proposals, pricing presentations, and sales documentation.
• Create and manage quotes, opportunities, and related records within Salesforce.
• Conduct rate and pricing comparisons to support competitive sales strategies.
• Assist with contract preparation, application processing, and onboarding documentation.
• Maintain accurate customer and prospect records in CRM systems.
• Coordinate with internal departments to ensure timely completion of sales-related requests.
• Support sales representatives with reporting, pipeline management, and follow-up activities.
• Monitor deadlines and ensure all required documentation is completed accurately and on time.
• Provide general administrative and operational support to the sales organization.

Qualifications

• Strong organizational skills with exceptional attention to detail.
• Experience working with Salesforce or similar CRM platforms.
• Proficiency in Microsoft Office and Google Workspace applications.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced sales environment.
• Previous experience in sales support, account management, customer success, or administrative roles preferred.

Compensation & Benefits

• Base pay range: $71,000 - $89,000/year.
• Company stock plan (RSUs).
• Medical, Dental, and Vision Options (nationwide plans).
• HSA with Employer Match.
• Company-Paid Life Insurance & Disability.
• 401(k) Retirement Savings & Annual Employer Match.
• Pre-Tax Commuter Benefits.
• Paid Parental Leave.
• Paid vacation, 10 company holidays (including 1 floating holiday), sick time, and volunteer time off.
• Monthly cell phone and internet stipend.
• Education reimbursement up to $2,000 per calendar year.
• Employee Resource Groups.