Relationship Manager (Remote)

CheckAlt; Dallas (TX); Remote; USD 70,000 - 90,000; Full time

Job summary

CheckAlt is seeking a Relationship Manager to cultivate client relationships and ensure satisfaction. You will proactively engage clients, resolve issues, and provide consultative support on our services. Ideal candidates have over 5 years of experience in sales and client success, particularly within financial services.

Qualifications

• 5+ years' customer facing experience in sales, relationship management, or client success.
• Experience supporting complex software solutions, ideally in financial services and payments.
• Proven track record of delivering performance against goals consistently.

Responsibilities

• Ensure proactive client engagement to communicate features and optimizations.
• Establish trust with clients to lead to increased retention and satisfaction.
• Serve as a point of escalation to proactively resolve client issues.

Skills

Customer facing experience

Client success

Relationship management

Sales experience

Salesforce or similar CRM

Job description

We Are CheckAlt

While the world grows more digital and connected, physical frictions in payments aren’t going anywhere. Since 2004, our expertise in paper check processing has enabled banks, credit unions, and fintechs to offer the same digital, user-friendly experiences to all their customers - regardless of their method of payment. With software and APIs, CheckAlt optimizes processing for financial institutions and businesses nationwide.

The Role

As a Relationship Manager, your main mission is to cultivate relationships with clients to ensure customer satisfaction and continued revenue and profitability. You will proactively establish strong relationships, address issues that arise, and serve as a trusted advisor to provide consultative support on our services and solutions.

What You’ll Do:

• Ensure proactive client engagement to communicate features, optimizations, and opportunities.
• Establish a level of trust with clients that leads to increased retention and satisfaction.
• Serve as a point of escalation to proactively resolve client issues that arise.
• Advocate for customer needs through internal partnerships with other departments
• Provide client education around capabilities, new features, product usage and process.
• Use data insights to identify opportunities increase client satisfaction.

Talents you’ll bring:

• 5+ years’ customer facing experience in sales, relationship management, or client success.
• Experience supporting complex software solutions, ideally in financial services and payments.
• Proven track record of delivering performance against goals consistently and predictably.
• Experience with Salesforce or similar CRM to ensure accurate reporting and forecasting.

Characteristics you’ll have:

• Results-oriented with the self-motivation and drive to enable client success.
• Strong sense of urgency
• Ability to work under pressure in continuously evolving environments
• Ability to wear multiple hats and pivot strategies and execution in a timely manner.
• Motivation to continuously improve results
• Talent for building relationships and exhibiting empathy
• Dynamic presentation and communication skills.
• A personal and business value of treating others with honesty and respect.

We value the unique expertise and experience attained through military service. Transitioning service members, active members of the Guard and Reserve, and military spouses are encouraged to apply.

CheckAlt is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

For more information, visit http://www.checkalt.com.

CheckAlt will not sell your personal information. If you are a California resident, CheckAlt will not use your information in a manner prohibited by the California Consumer Privacy Act. If you are a California resident, you can request that CheckAlt delete all records of your application. To submit such a request, please email [e-mail].