Director / Senior Director Relationship Management
You will serve as the primary contact and advocate for B2B clients. You will build strategic relationships, lead cross-functional client initiatives, oversee onboarding and renewals, identify expansion opportunities, negotiate agreements, and improve reporting and client-service processes.
Responsibilities
- Build and maintain relationships with key client stakeholders
- Develop customer advocates
- Lead cross-functional collaboration for client onboarding and strategy
- Organize monthly client calls and quarterly business reviews
- Create account-based enablement, expansion, upsell, and co-marketing strategies
- Channel client feedback into product roadmaps
- Identify upsell, cross-sell, and product-adoption opportunities
- Negotiate client agreements and contracts
- Ensure service delivery measured by NPS
- Design reporting to track client satisfaction
- Own retention and contract renewals
- Improve client-related processes and systems
Requirements
- Bachelor's degree or equivalent practical experience
- 7–10 years of B2B relationship management or business development experience
- Client relationship growth and cross-sell experience
- Written and verbal communication
- Relationship management
- Project management
- SaaS or payments product experience
- Fintech, brokerage, payments, or crypto industry experience
- Ability to travel up to 20%
Benefits
- Healthcare insurance
- Vision insurance
- Dental insurance
- Equity opportunity
- Maternity and paternity leave after 6 months
- WeWork All Access Membership
- Work-from-home yearly stipend
- Learning and development yearly stipend after 6 months