Remote Strategic Client Growth Manager

Coastal Pay; United States; Remote; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance benefits after 90 days

Supportive and collaborative workplace

Commitment to professional development

Job summary

A financial technology company is seeking a Remote Relationship Manager in San Diego. This position involves managing a portfolio of clients, onboarding new customers, and growing revenue through strong client relationships. The ideal candidate has over 5 years of experience in relationship management in fintech or financial services, is highly organized, and possesses excellent communication skills. The company offers a supportive environment with health insurance benefits after 90 days.

Qualifications

• 5+ years of experience in sales, business development, or account management.
• Experience in fintech, payments, or financial services.
• Ability to manage high-volume client portfolios.

Responsibilities

• Serve as primary contact for a portfolio of clients.
• Onboard new clients and assist with transition.
• Identify upsell and cross-sell opportunities.

Skills

Strong attention to detail

Proactive relationship-building

Excellent communication skills

Tech-savvy

Organizational skills

Tools

Salesforce

Google Sheets

Slack

Job description

A financial technology company is seeking a Remote Relationship Manager in San Diego. This position involves managing a portfolio of clients, onboarding new customers, and growing revenue through strong client relationships. The ideal candidate has over 5 years of experience in relationship management in fintech or financial services, is highly organized, and possesses excellent communication skills. The company offers a supportive environment with health insurance benefits after 90 days.