Strategic Relationship Manager — FinTech & Payments

CheckAlt, LLC; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

CheckAlt, LLC in Dallas, TX, seeks a Relationship Manager to cultivate strategic client relationships, ensure exceptional satisfaction, drive retention, and support revenue growth. You will act as a trusted advisor and voice of the customer inside our organization.

You will engage clients proactively, showcase product capabilities, collaborate with Product, Engineering, Support, and other departments, and use CRM data to identify upsell opportunities and value realization.

Qualifications

• 5+ years of customer-facing experience in sales, relationship management, customer success, or account management.
• Demonstrated experience supporting complex software solutions, ideally in financial services, payments, or fintech.
• Proven track record of consistently meeting or exceeding performance goals and retention targets.
• Proficiency with Salesforce or similar CRM platforms; ability to maintain accurate records and generate forecasts.
• Strong communication skills with ability to articulate complex concepts clearly to diverse audiences.
• Bachelor's degree or equivalent professional experience.

Responsibilities

• Drive proactive client engagement: Maintain regular, strategic communication with assigned clients to showcase product features, optimization opportunities, and new capabilities that align with their business objectives.
• Build trust & strengthen relationships: Establish credibility and rapport with key stakeholders at client organizations, positioning yourself as a trusted advisor and go-to resource.
• Resolve issues & expand strategically: Serve as the primary point of escalation for client concerns, working to resolve issues quickly while maintaining positive relationships and identifying systemic improvements.
• Advocate for customer needs: Partner cross-functionally with Product, Engineering, Support, and other departments to ensure client feedback informs our roadmap and service delivery.
• Educate & enable clients: Provide comprehensive training and education on product capabilities, new features, best practices, and process optimization to maximize client value realization.
• Leverage data for insights: Use CRM data, usage analytics, and business metrics to identify at-risk accounts, upsell opportunities, and areas where clients can achieve greater success.
• Achieve retention & growth goals: Meet or exceed assigned targets for client retention, net revenue retention, and customer satisfaction metrics.

Skills

Client relationship management

Salesforce CRM

Strategic account growth

Communication

Cross-functional collaboration

Financial services/fintech knowledge

Education

Bachelor's degree or equivalent

Job description

CheckAlt, LLC in Dallas, TX, seeks a Relationship Manager to cultivate strategic client relationships, ensure exceptional satisfaction, drive retention, and support revenue growth. You will act as a trusted advisor and voice of the customer inside our organization.

You will engage clients proactively, showcase product capabilities, collaborate with Product, Engineering, Support, and other departments, and use CRM data to identify upsell opportunities and value realization.