Relationship Manager
Core
Manage a portfolio of 200 startup clients (Seed through Series B+) as the primary point of contact for founders and finance leaders to drive retention and expansion.
Role type
Senior Account Relationship Manager (Startups)
Builds
Brex banking and treasury solutions for early-stage companies
Domain
Fintech / Startup Ecosystem
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Relationship management, account management, sales, startup ecosystem knowledge, financial health analysis, data analysis, project management
Preferred skills
Experience in SaaS or banking industry, track record of exceeding sales quotas
Technologies
Salesforce, Vitally, Gong, Scratchpad, HEX, Looker, LogRocket
Responsibilities
Manage client portfolio and serve as primary contact, 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