Client Relationship Manager

Coastal Pay; United States; Remote; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance benefits after 90 days

Supportive and collaborative workplace

Commitment to professional development

Job summary

A financial technology company is seeking a Remote Relationship Manager in San Diego. This position involves managing a portfolio of clients, onboarding new customers, and growing revenue through strong client relationships. The ideal candidate has over 5 years of experience in relationship management in fintech or financial services, is highly organized, and possesses excellent communication skills. The company offers a supportive environment with health insurance benefits after 90 days.

Qualifications

• 5+ years of experience in sales, business development, or account management.
• Experience in fintech, payments, or financial services.
• Ability to manage high-volume client portfolios.

Responsibilities

• Serve as primary contact for a portfolio of clients.
• Onboard new clients and assist with transition.
• Identify upsell and cross-sell opportunities.

Skills

Strong attention to detail

Proactive relationship-building

Excellent communication skills

Tech-savvy

Organizational skills

Tools

Salesforce

Google Sheets

Slack

Job description

Relationship Manager — REMOTE (San Diego)

REMOTE | 55K-65K Base + Residuals

Coastal Pay is a rapidly scaling financial technology company operating in a fast-moving, high-growth environment. Our platform supports modern payment solutions and digital financial services, and we are building the operational infrastructure to match our momentum.

We are seeking a personable, driven, and strategic remote Relationship Manager to help grow and retain our merchant portfolio as we scale.

This role is ideal for someone who thrives in a fast-paced environment, builds strong client relationships before problems arise, and understands that in fintech, trust and responsiveness both matter.

Why This Role Matters

In a fintech company, client relationships aren't just a service function — they're a growth engine. This role ensures merchant satisfaction, portfolio retention, and revenue expansion while we scale aggressively.

You won't just "manage accounts." You'll be a strategic partner to our clients and a key driver of long-term business success.

Position Overview

This role blends proactive client relationship management with revenue growth responsibilities. You will play a critical role in onboarding new clients, deepening existing partnerships, and identifying opportunities to expand Coastal Pay's footprint within your portfolio.

You must be comfortable working independently in a remote setting while collaborating cross-functionally with sales, onboarding, customer success and leadership.

Schedule

• REMOTE
• 8 am – 5 pm PST (preferred)
• Best suited for someone who is self-directed and comfortable working independently

What You'll Do

Client Relationship Management

• Serve as the primary point of contact for an assigned portfolio of clients
• Onboard new clients and ensure a seamless transition from sales to active relationship
• Conduct regular check-ins and business reviews to assess client satisfaction and performance
• Proactively identify and resolve issues before they escalated
• Maintain accurate and up-to-date records of all client interactions and account activity

Revenue Growth & Portfolio Development

• Identify upsell and cross-sell opportunities within existing accounts
• Partner with the sales team to support referrals and warm introductions
• Track portfolio metrics including retention rates, processing volume, and revenue trends
• Educate clients on new products, features, and platform updates
• Develop and present tailored solutions aligned with each clients business needs
• Identify at-risk accounts and execute retention strategies

What We're Looking For

• Exceptionally organized with strong attention to detail
• Clear, professional, and reliable communicator
• Proactive relationship-builder who anticipates client needs
• Tech-savvy and quick to learn new tools
• Discreet and trustworthy when handling confidential business information
• Comfortable juggling a large portfolio in a fast-moving environment

Core Competencies

• You have 5+ years of sales, business development, relationship management, account management, or client success experience
• You have experience in fintech, payments, SaaS, processing, or financial services
• You have experience managing high-volume client portfolios
• You are an advanced user of CRM platforms such as IRIS, Salesforce, or HubSpot
• You are proficient with Excel / Google Sheets
• You are comfortable working in Slack, remote project management tools, and cloud-based systems
• You have exceptional attention to detail and documentation discipline
• You communicate with clarity, empathy, and professionalism
• You're comfortable with ambiguity and changing demands
• You're known for being responsive, organized, and flexible
• You notice when a client relationship needs attention and act before being asked
• You exhibit a high degree of accountability
• You're able to move quickly without sacrificing service quality

What We Offer

• Remote-first environment
• A welcoming, supportive, and collaborative workplace
• A commitment to individualized coaching and professional development
• Health Insurance Benefits after 90 days of employment

Location

• San Diego, CA (REMOTE)