Remote Relationship Manager – Client Success & Partnerships

boldintegratedpayments; United States; Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive base salaries

Remote-friendly environment

401(k) plan with company match

Health, dental, and vision insurance

Paid time off and holidays

Career development and training

Job summary

VersiTech, LLC is seeking a Relationship Manager to strengthen client relationships across the Partnerships portfolio and enhance the overall client experience. This remote role supports multiple departments to maximize client retention and revenue potential, reporting to the Relationship Management leadership.

The position requires excellent communication, strategic thinking, and proactive account management to deliver measurable outcomes for partners and merchants and to maintain a high

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.

Job description

VersiTech, LLC is seeking a Relationship Manager to strengthen client relationships across the Partnerships portfolio and enhance the overall client experience. This remote role supports multiple departments to maximize client retention and revenue potential, reporting to the Relationship Management leadership.

The position requires excellent communication, strategic thinking, and proactive account management to deliver measurable outcomes for partners and merchants and to maintain a high