Relationship Manager

VersiTech / Bold Integrated Payments / Tonic; United States; Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Unlimited vacation

7 holidays

Medical insurance

Dental insurance

Vision insurance

401(k) match

Life & disability insurance

Pet insurance discounts

FSA/HSA

Job summary

VersiTech, LLC is seeking a Relationship Manager to enhance client relationships across our Partnerships portfolio. You will be the primary point of contact, ensuring satisfaction and retention while collaborating with Client Services, Finance, and Direct Sales to maximize revenue.

This remote role offers a base salary with a bonus plan, minimal travel, and a collaborative, human-centric culture focused on listening, responsiveness, and durable partnerships with merchants and partners.

Qualifications

• Communicate effectively internally and externally with tools provided.
• Work with urgency, a pace that produces high-quality outcomes.
• Make well-informed decisions, seeking input from others as needed based on impact & performance.
• Be proactive and responsive; less reactive.

Responsibilities

• Develop and maintain relationships within client organizations.
• Act as a point of contact for assigned and unassigned clients, using creative strategies to address their needs, resolve issues, and ensure satisfaction.
• Managing and maintaining client data across multiple CRM platforms.
• Work closely with other departments, such as Client Services, Finance, and Direct Sales to ensure client success.
• Utilize knowledge of pricing and payment structures to optimize client satisfaction.
• Facilitate ongoing education for clients to enhance their independence and efficiency, including application processes, underwriting guidelines, and profitability analysis.
• Use compounded knowledge to take care of client issues, needs, and goals.
• Work closely with fellow team members to help cultivate a professional, fun, and trusting environment.
• Oversee ongoing client operations, assisting clients with merchant account onboarding, and ensuring a positive customer experience.
• Engage in ongoing training to stay up-to-date on sales, business, and industry updates.
• Assist in the development and implementation of client strategies and objectives.
• Assist with training new Associates and educating on team processes and tools.
• Manage, organize, and occasionally lead projects across the client lifecycle.
• Act as a trusted advisor to Associates when necessary.
• Work in tandem with assigned Partner Manager(s) on assigned portfolio.
• Oversee clients' unique, higher-level concerns that require meticulous strategic planning.

Job description

The Relationship Manager is dedicated to enhancing client relationships and optimizing the client experience across VersiTech’s Partnerships portfolio.

Company Overview

At VersiTech, we go beyond the traditional boundaries of a tech company to provide payment and point-of-sale technologies that help businesses increase their profitability, run efficiently, and grow with confidence. We are innovators at heart, problem-solvers in action, and growth partners in spirit. In every solution we create and every service we offer, our ethos is clear: technology should be advanced, accessible, and easy to use. We have a passion for delivering technology-focused products and services that are built on speed, affordability, and reliability so that every business we serve enjoys a consistent experience with a trusted ally. Our two product lines, BOLD Integrated Payments and Tonic POS Software can be deployed together for a unified end-to-end experience or used independently for maximum flexibility.

Listening first, building lasting relationships, and delivering measurable outcomes for our partners and merchants are central to how we operate as an organization.

Who We Are

We operate under a rapidly growing and widely accepted business philosophy called \"EOS\" (Entrepreneurial Operating System). In learning to utilize EOS, you will have the ability to drive growth and be an empowered decision maker, something that you can’t get in large, slow-moving organizations.
As we grow, we are intentional about protecting our small-company spirit: staying agile, taking ownership, and maintaining strong relationships. We strive to live our values every day and in every way. We believe culture is built through the habits we practice: Value + Habit = Culture, and we are looking for others who feel the same way:

• We are ALL IN: We are committing wholeheartedly to a clear vision. Mission first and team always by: following through, owning outcomes, and finishing what we start for the success of ALL involved: our employees, our partners, our vendors, our communities, and our customers.
• We DARE TO BE DIFFERENT: We embrace our entrepreneurial DNA and small-company spirit as we scale, taking responsibility as first movers, simplifying the complex, and maintaining a culture of fun and approachability while prioritizing our partners and team members first.
• We are HUMAN: We are grounded in accountability and genuineness, we build strong relationships by listening to understand, communicating clearly, speaking truth with care, and respecting different perspectives with grace as we grow.
  How You Will Make an Impact:
  The Relationship Manager position is a pivotal role dedicated to enhancing client relationships and optimizing the overall client experience. You will be responsible for ensuring client satisfaction and maintaining positive relationships by managing the day-to-day needs of the clients and collaborating with other levels of the Partnerships department, resulting in overall client retention and growth. This means you will work closely within your department to manage clients and with the Client Services department to get the most ideal outcome for the clients. You will report to the Manager of Relationship Management who is responsible for proactive engagement and growth with both Bold and Tonic clients, ensuring their needs are met, and supporting them in maximizing their revenue potential. This role requires excellent communication and relationship-building skills.

Performance Metrics (not limited to):

• Achieve high client retention rates.
• SLA performance according to company standards.
• Internal cross-departmental feedback and cooperation.
• What You'll Be Driving Day-To-Day:
• Develop and maintain relationships within client organizations.
• Act as a point of contact for assigned and unassigned clients, using creative strategies to address their needs, resolve issues, and ensure satisfaction, in addition to assisting associates with their assigned portfolio.
• Managing and maintaining client data across multiple CRM platforms.
• Work closely with other departments, such as Client Services, Finance, and Direct Sales to ensure client success.
• Utilize knowledge of pricing and payment structures to optimize client satisfaction.
• Facilitate ongoing education for clients to enhance their independence and efficiency, including application processes, underwriting guidelines, and profitability analysis.
• Use compounded knowledge to take care of client issues, needs, and goals.
• Work closely with fellow team members to help cultivate a professional, fun, and trusting environment.
• Oversee ongoing client operations, assisting clients with merchant account onboarding, and ensuring a positive customer experience.
• Engage in ongoing training to stay up-to-date on sales, business, and industry updates.
• Assist in the development and implementation of client strategies and objectives.
• Assist with training new Associates and educating on team processes and tools.
• Manage, organize, and occasionally lead projects across the client lifecycle.
• Act as a trusted advisor to Associates when necessary.
• Work in tandem with assigned Partner Manager(s) on assigned portfolio.
• Oversee clients' unique, higher-level concerns that require meticulous strategic planning.
• You'll Know You're Successful When:
• Clients treat you as an extension of their own team, trusting you with real problems and honest feedback, not just routing tickets to you.
• Newer Associates come to you before they get stuck, and you're shaping how the team works together, not just managing your own portfolio.
• Clients are increasingly self-sufficient with the tools and processes you've taught them. You're solving root causes, not re-explaining the same issue every quarter.
• Other departments treat you as an easy, reliable partner; cross-team requests move without escalation or friction.
• You're the person handed the harder, higher-stakes client situations without needing to be walked through the playbook.
• Your grasp of each client's history means problems get solved faster, with less repeated explanation required from the client.
• Qualifications:
• Communicate effectively internally and externally with tools provided.
• Work with urgency, a pace that produces high-quality outcomes.
• Make well-informed decisions, seeking input from others as needed based on impact & performance.
• Be proactive and responsive; less reactive.
• The hours of operation for this role will fall within 8am - 5pm, depending on your time zone. This is a remote role with minimal travel expectations. You will have a base salary and bonus plan.

We stand behind our colleagues and loved ones with benefits and programs that support one another’s holistic well-being. That means we prioritize physical, financial, and mental health through each stage of life. VersiTech benefits include:

• Competitive base salaries
• Unlimited, flexible vacation policy (with manager approval), plus 7 major holidays
• Fully covered Employee-only coverage for medical, dental, and vision insurance; partial contribution for Employee+others coverage
• 401(k) program with available company match
• Robust supplemental insurance offerings - life insurance, disability benefit, & even discounts on pet insurance!
• Flexible Spending Account (FSA) and Health Savings Account (HSA) availability
• Marketplace Care Teams to provide emotional and spiritual support for our employees
• Employee Assistance Program, Caregiver Support Program, & an Adoption Assistance Program
• Career development and training opportunities

VersiTech, LLCis an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

Employment eligibility in the U.S. is required, as VersiTech, LLC will not pursue visa sponsorship for this position.

10 Glenlake Pkwy NE
Suite 250
Atlanta, GA 30328