Relationship Manager
Core
Managing a portfolio of 200 startup clients (Seed through Series B+) to drive retention, expansion, and deposit acquisition.
Role type
Senior Account Relationship Manager (Startups)
Builds
Brex's corporate cards, banking, spend management, bill pay, invoicing, and travel products for early-stage companies.
Domain
Fintech / Startup Ecosystem
Deliverable
client delivery
Required skills
relationship management, account management, sales, startup ecosystem knowledge, financial health analysis, data analysis, event curation
Preferred skills
experience in SaaS or banking industry, track record of exceeding sales quotas
Technologies
Salesforce, Vitally, Gong, Scratchpad, HEX, Looker, LogRocket
Responsibilities
Serve as primary point of contact for founders and finance leaders; proactively identify opportunities based on client funding and growth; drive Net Revenue Retention through product expansion; lead deposit acquisition during financing rounds; execute competitive defense strategies; partner with cross-functional teams; prioritize in-person field engagement; host monthly client events.
Seniority
Senior, hands-on IC