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 (credit cards, deposits, bill pay, invoicing, travel) for startup clients
Domain
Fintech / Banking / Startup ecosystem
Required skills
Relationship management, account management, sales, startup ecosystem knowledge, financial health analysis, competitive defense, event curation, cross-functional collaboration
Preferred skills
Experience in SaaS or banking industry, data analysis, project management
Technologies
Salesforce, Vitally, Gong, Scratchpad, HEX, Looker, LogRocket
Responsibilities
Manage client portfolio and serve as primary contact; Monitor client financial health and growth trajectory; Drive Net Revenue Retention via 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