Relationship Manager

Drawbridge-Partners

Boston (MA)

Hybrid

USD 110,000 - 170,000

Full time

14 days+
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

Benefits offered by this job

Hybrid in Boston or New York
Regular client travel

Job summary

Drawbridge, a cybersecurity platform for alternative investment firms, is seeking a Relationship Manager to own a book of hedge funds, PE firms, and family offices. You will drive net revenue retention and act as a trusted adviser at regulatory crossroads.

You will build executive relationships, lead with outcomes, and partner with ClientSuccess and engineering. Expect travel and a hybrid model in Boston or New York.

Qualifications

  • 3–6 years in a client-facing role such as relationship/account/customer success at SaaS/fintech/financial services.

Responsibilities

  • Build and own executive relationships with client stakeholders.
  • Lead with outcomes: drive business impact, regulatory readiness, and risk reduction.
  • Show up in person for critical moments; client visits are core to this role.
  • Proactively manage book health: surface risk, prioritize outreach, and forecast renewals.
  • Collaborate with ClientSuccess and delivery teams; support renewal negotiations.
  • Leverage internal AI tools to surface insights and accelerate workflows.
  • Grow the book through expansions and referrals; own renewals process.
  • Contribute to team playbooks and market intel for strategic advantage.

Skills

Relationship mgmt
NRR ownership
Alternate investment background
AI tools proficiency
Excellent communication
Executive-facing

Job description

About Drawbridge

Drawbridge is the leading cybersecurity platform built specifically for alternative investment firms. We provide hedge funds, private equity firms, and family offices enterprise-grade security without the enterprise complexity — protecting capital, satisfying LP due diligence, and keeping regulatory examiners at bay. Our clients don't have a CISO. They have Drawbridge.

We're growing, and the relationships we build with clients are at the center of how we retain and grow revenue. We're looking for a Relationship Manager who understands that deeply.

The Role

At Drawbridge, the relationship isas important asthe product. Our clients — COOs, CFOs, CCOs, and Managing Partners at some of the most sophisticated investment firms in the world — don't have time for vendor check-ins. They have time fortrustedadvisors who show up with a point of view, help them make sense of a complex regulatory and threat environment, and make them look smart in front of their stakeholders.

That's the job. As a Relationship Manager, you'll own a book of alternative investment firm clients across hedge funds, private equity firms, and family offices. You'll engage proactively, lead with outcomes, and become the trusted advisor those clients turn to when cybersecurity intersects with capital raising, regulatory scrutiny, or operational risk.

Your success is measured by Net Revenue Retention. The way you drive it is by ensuring every client in your book can clearly articulate the value they're getting from Drawbridge — and confidently justify that investment to their partners, boards, and LPs.

What You'll Do

Build and own executive relationships

  • Develop and maintain trusted relationships across multiple stakeholders at each client — operational contacts who use the program day-to-day and executive sponsors who make renewal decisions

  • Earn the right to be in the room when it matters: regulatory exams, LP due diligence cycles, board-level risk conversations

  • Show up in person when the moment calls for it — client visits are a core part of this role, not an exception

Lead with outcomes, not activity

  • Frame every client interaction around business impact: capital protected, regulatory exposure addressed, operational continuity improved

  • Help clients translate security program progress into language their LPs, boards, and regulators can understand

  • Ensure clients can articulate the value and outcomes they're receiving from Drawbridge — and have the narrative to justify that investment internally

  • Maintain a clear, current view of what has been delivered for every account — and what's coming next

Proactively manage the health of your book

  • Surface risk early. Clients who feel heard and see value don't churn — clients who go quiet do. Monitor engagement signals and act on them before they become problems

  • Prioritize your outreach around account health, not just renewal dates

  • Partner with internalClientSuccess and technical colleagues who support delivery — you lead the relationship, they support the depth

  • Leverage internal AI tools to stay ahead of your book: surface engagement gaps, synthesize client context, and move faster without sacrificing quality

Grow the book

  • Identify and advance expansion opportunities across the Drawbridge platform as clients' needs evolve

  • Collaborate with the sales team on referrals and portfolio company introductions — particularly within PE firm relationships

  • Own the commercial side of renewals: timeline management, stakeholder alignment, and negotiation

Contribute to the team

  • Submit accurate renewal forecasts on a weekly basis with clear notes on risk — forecasting is how the team gets ahead of churn, not reacts to it

  • Bring market intelligence back from client conversations: LP due diligence trends, regulatory exam themes, competitive positioning signals

  • Help build the playbook — this is a team that is scaling, and your experience shapes how the function evolves

What We're Looking For

Experience

  • 3–6 years in a client-facing role — relationship management, account management, or customer success — ideally at a SaaS, fintech, or financial services firm

  • Demonstrated ownership of a book of business with NRR or retention accountability

  • Background in alternative investment management (hedge fund, PE, or family office operations) or cybersecurity/enterprise SaaS — we'll train the other side

Skills

  • An exceptionally strong communicator — you can run a meeting with a Managing Partner, write a follow-up that gets forwarded to the CFO, and make a complex risk landscape feel manageable

  • Comfortable presenting data-driven findings and translating them into business terms for non-technical audiences

  • Commercially sharp — you understand the difference between a happy client and a retained client, and you manage toward both

  • Comfortable leveraging AI tools as part of your daily workflow — using them to work more efficiently, prepare more thoroughly, and stay ahead of a large book without sacrificing the quality of the relationship

Disposition

  • You're proactive by default. You don't wait for a client to raise a concern — you surface it first

  • You're genuinely curious about your clients' businesses: how they raise capital, how they manage regulatory exposure, what keeps their COO up at night

  • You build trust by showing up consistently and delivering on what you say you will

Nice to Have

  • Familiarity with SEC examination preparedness, Reg S-P, or LP due diligence processes

  • Experience working alongside technical delivery teams (solutions engineers, vCISOs, or similar)

  • Background in alternative investment operations — fund administration, compliance, technology

  • Prior experience at a cybersecurity, GRC, or compliance SaaS company

  • Hands-on experience using AI tools (Copilot, Claude, or similar) to manage client communications, synthesize account context, or accelerate workflow at scale

What Success Looks Like

90 days:You know your book. You've connected with every client, you have a clear view of each account's health, and you've identified where attention is most needed.

6 months:Clients are hearing from you proactively. At-risk accounts have a plan. You're advancing expansion conversations without being prompted.

12 months:Clients think of you as their advisor — not their vendor's rep. Your NRR reflects that. You're contributing to how the RM team operates, not just executing within it.

Why Drawbridge
  • Work with a client base that is genuinely underserved and where the stakes are real — alternative investment firms are high-value targets, and most don't have the infrastructure to respond without a partner like Drawbridge

  • Join a team that is building the RM playbook, not inheriting one — your contributions shape how this function grows

  • Competitive base + performance compensation tied to NRR

  • Hybrid in New Yorkor Bostonwith regular client travel

Drawbridge is an equal opportunity employer committed to building a diverse and inclusive team.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Relationship Manager
Relationship Manager

Drawbridge Partners • Boston (MA)

On-site
USD 120,000 - 190,000
Relationship Manager
Relationship Manager

Drawbridge • Boston (MA)

On-site
USD 110,000 - 140,000
Relationship Management
Relationship Management

Opniscience Inc. • United States

On-site
USD 90,000 - 120,000
Competitive Compensation
Flexible Work Options
Comprehensive Benefits
Enterprise Account Executive
Enterprise Account Executive

Greenboard • New York (NY)

On-site
USD 100,000 - 200,000
401(k) with 5% company match
Medical, dental, and vision coverage
15 days PTO + 11 holidays + sick time
+1
Client Solutions Engineer
Client Solutions Engineer

Tech Sales Jobs • United States

On-site
USD 150,000 - 190,000
Director of Account Management
Director of Account Management

Living Security • Austin (TX)

On-site
USD 150,000 - 230,000
Director, Business Systems and Internal IT
Director, Business Systems and Internal IT

Drawbridge • New York (NY)

On-site
USD 180,000 - 240,000
Director, Finance Planning and Analysis
Director, Finance Planning and Analysis

Drawbridge-Partners • United States

Remote
USD 180,000 - 240,000
Financial Risk Lead
Financial Risk Lead

DriveWealth • Chicago (IL)

On-site
USD 200,000 - 215,000
Medical insurance
Dental insurance
Vision insurance
+6
OPEN ROLE · 01 Account Executive Business Development/Sales Mid View role details →
OPEN ROLE · 01 Account Executive Business Development/Sales Mid View role details →

CredShields • Northern (KY)

On-site
USD 120,000 - 180,000