Relationship Manager

Finb Tech; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

A fast-growing fintech company is seeking a proactive Client Onboarding & Relationship Executive. The role involves managing the client onboarding process, ensuring client satisfaction, and driving engagement. Ideal candidates will possess strong communication skills and a client-first approach, with opportunities for growth and a supportive work environment.

Benefits

Collaborative work environment

Opportunities for growth

Competitive salary and benefits

Qualifications

• Minimum 1 year of experience in client onboarding or account management.
• Excellent verbal and written communication skills.
• Proficient in tools like CRM systems.

Responsibilities

• Manage end-to-end client onboarding process.
• Serve as the primary point of contact for clients post-onboarding.
• Coordinate with internal teams to ensure timely delivery.

Skills

Communication

Client Engagement

Organizational Skills

Tools

CRM systems

Excel

Job description

Role & responsibilities

About FinB Tech

FinB Tech is a fast-growing fintech company focused on building powerful APIs and digital infrastructure that simplify access to verified identity, financial, and compliance data. We partner with government-regulated platforms like UIDAI, NSDL, CIBIL, Equifax, Vahan, Sarathi, GSTN, and more to offer secure and scalable verification, KYC, KYB, credit check, and digital onboarding services.

Our mission is to streamline onboarding, creditworthiness evaluation, and compliance workflows for banks, NBFCs, insurance providers, HR firms, and other B2B platforms.With speed, precision, and reliability at our core, we are helping businesses digitize trust.

Job Summary:

We are seeking a proactive and client-focused Client Onboarding & Relationship Executive with a flair for sales. The ideal candidate will be responsible for onboarding new clients, managing client data, handling contracts, maintaining relationships, resolving queries, and identifying upselling/cross-selling opportunities. This role requires strong communication skills, a sense of ownership, and the ability to understand client needs while also contributing to revenue growth.

Key Responsibilities:

• Manage end-to-end client onboarding process including documentation and system entry
• Regularly follow up with clients to ensure smooth onboarding and resolve issues
• Understand client needs and recommend relevant services or upgrades
• Handle and maintain client data, records, and contract documentation with accuracy
• Serve as the primary point of contact for clients post-onboarding
• Effectively address client queries, concerns, and provide clear guidance
• Coordinate with internal teams to ensure timely delivery of services
• Maintain high standards of client satisfaction and communication
• Proactively take ownership of client issues and ensure timely resolution
• Identify opportunities to improve the onboarding process

What We Offer:

• A collaborative and client-focused work environment
• Opportunities for growth and career development
• Competitive salary and benefits

Preferred candidate profile

Requirements:

• Minimum 1 year of experience in client onboarding, client service, or account management
• Excellent verbal and written communication skills
• Proven ability to build rapport and drive client engagement
• Strong sense of ownership, responsibility, and client-first mindset
• Ability to understand client needs, handle queries, and build trust
• Organized, detail-oriented, and able to manage multiple tasks efficiently
• Proficiency in tools like Excel, CRM systems, or client management platforms is a plus

Preferred Skills:

• Experience in managing B2B or B2C client accounts
• Experience in a sales-driven or client-facing role (B2B or B2C)
• Basic understanding of contracts and documentation workflows
• Ability to work independently and as part of a team.

Location: Remote/WFH

Experience: 2-3 years

Employment Type: Full-time

Shift Time: 10:00AM to 7:00PM