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Innovative Investing Experiences
Relationship Manager
Location
New York
Posted
48 days ago
Salary
0
Seniority
Senior
Job Description
Relationship Manager
DriveWealth
• Execute on revenue expansion and retention strategies to contribute directly to Net Revenue Retention (NRR) and gross margin expansion across the assigned partner book. • Act as a critical conduit for capturing the partner voice and structured requirements. • Deliver data-driven partner feedback to the Head of Partner Management to influence the product roadmap and ensure platform evolution aligns with high-value commercial opportunities. • Customer Focus: Shape, define, and elevate our approach to delivering success to our global partner base, ensuring exceptional post-sales experiences and high-touch engagement throughout their lifecycle with DriveWealth. • Strategic Partnership Development: Cultivate robust relationships with assigned partners, serving as their primary point of contact. Utilize data-driven insights to innovate and tailor solutions that cater to partners' needs at scale. • Cross-functional Collaboration: Collaborate closely with internal teams, including sales, finance, product, technology, and operations, to develop cohesive strategies that prioritize partner success and drive revenue growth. • Executive Relationship Management: Build and nurture executive-level relationships within partner organizations and prospective clients to deepen partnerships and drive strategic growth initiatives. • Accountability and Advocacy: Establish a culture of mutual accountability between the Relationship Management team and partners, advocating for their needs and marshaling resources to support them while aligning with DriveWealth's overarching vision. • Team Collaboration: Foster a collaborative team environment by sharing knowledge and coordinating effectively with various departments to optimize partner engagements and drive collective success.
Job Requirements
- 5+ years of experience in customer success management, account management, or similar customer-facing roles within the financial technology industry.
- Proficiency in program management, with a demonstrated ability to quickly adapt to and leverage new technologies.
- Exceptional written and verbal communication skills.
- Strong time management abilities with the capacity to prioritize and manage multiple partner engagements concurrently.
- Client-centric mindset with a passion for understanding clients' organizations, priorities, and sources of value.
- Proven problem-solving skills and meticulous attention to detail.
- Ability to collaborate effectively with cross-functional teams and external partners.
- Proactive, self-motivated, and capable of working independently while taking ownership of client relationships.
- Ability to speak Spanish and Portuguese is a plus
Benefits
- Competitive compensation
- Equity
- 401(k) match
- Full insurance coverage
- Wellness reimbursement
- Company-provided phone
- Personal development allowance
- Generous PTO
- Observed holidays
- Extended leave
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