Client Relationship Manager
2 weeks ago
We are seeking a proactive and relationship-driven professional to lead client onboarding, engagement, and long-term success.
The successful candidate will work closely with funded businesses to ensure a smooth experience from their first capital deployment through ongoing support.
Key Responsibilities:- Own and manage the post-funding customer experience across onboarding, adoption, and support.
- Act as the main point of contact for a portfolio of clients, building trusted relationships.
- Monitor usage, performance, and repayment progress; proactively address risks or issues.
- Deliver insights and education to help clients deploy capital effectively.
- Collaborate with sales, underwriting, and marketing to provide a seamless client journey.
- Gather feedback to inform product and process improvements.
- Track satisfaction metrics, retention, and client health scores.
- 2–5 years experience in customer success, account management, or client services.
- Strong communication, listening, and relationship-building skills.
- Ability to manage multiple accounts and priorities in a fast-paced environment.
- Familiarity with CRM tools (e.g., HubSpot, Close) and customer success platforms.
- A consultative, empathetic approach to helping clients succeed.
- Comfort with basic analytics and business metrics.
- Experience in fintech, B2B SaaS, or working with small-to-mid sized businesses.
- Exposure to funding, lending, or capital management services.
- Background in operations, sales support, or onboarding programs.
- Competitive base salary with performance incentives.
- Remote flexibility and modern tools to help you thrive.
- Opportunities for advancement and skill development.
- A mission-driven culture focused on impact and speed.
- Work with ambitious founders and investors who trust us to help them grow.
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