Global Payments Relationship Manager

Sokin; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Sokin is seeking a Relationship Manager to manage and grow a portfolio of North American business clients across the United States and Canada. You will focus on retaining revenue, increasing client activity and identifying opportunities to expand each relationship.

In this commercially accountable role, you will use client data to spot changes in activity, engage clients before issues become losses and collaborate with internal teams to remove barriers to growth.

Responsibilities

• Own a portfolio of existing North American business clients and build relationships with key stakeholders.
• Understand each client’s business, international payment needs and expected transaction activity.
• Identify declining usage, revenue risk and other signs that a relationship needs attention.
• Develop and execute plans to retain at-risk clients, with clear actions and follow-up.
• Maintain accurate account records, including client priorities, risks, opportunities and next steps.
• Help newly onboarded clients reach meaningful transaction activity.
• Re-engage dormant and underutilized clients to understand what has changed and where Sokin can add value.
• Identify opportunities to increase usage of relevant products and services within existing accounts.
• Partner with Onboarding, Operations, Compliance and Product to resolve issues that prevent clients from transacting or expanding their use of Sokin.
• Track revenue, transaction activity, engagement and risk across your portfolio.
• Prioritize your time based on client value, growth potential and likelihood of churn.
• Create targeted plans for high-value, at-risk and underperforming accounts.
• Provide regular updates on retention, activation, account risks and growth opportunities.
• Identify expansion opportunities within existing relationships and through relevant client referrals.
• Qualify opportunities by understanding the client need, decision-makers, timing and potential value.
• Record opportunities accurately in the CRM and hand them to the appropriate Sales colleague.
• Work with Sales through the handoff to maintain a consistent client experience.
• Work closely with Sales, Onboarding, Compliance, Operations and Product to address client needs.
• Surface recurring issues and recommend improvements to the client experience.
• Revenue retention: Retaining and growing revenue from the existing client portfolio.
• Activation: Helping newly onboarded and dormant clients begin or resume meaningful transaction activity.
• Account health: Identifying risks early and executing effective plans for accounts that need attention.
• Qualified pipeline: Creating well-documented expansion opportunities that Sales can progress.

Job description

Sokin is seeking a Relationship Manager to manage and grow a portfolio of North American business clients across the United States and Canada. You will focus on retaining revenue, increasing client activity and identifying opportunities to expand each relationship.

In this commercially accountable role, you will use client data to spot changes in activity, engage clients before issues become losses and collaborate with internal teams to remove barriers to growth.