Relationship Management Specialist

The Relationship Management Specialist is responsible for building nurturing and maintaining strong client and stakeholder relationships to drive retention satisfaction and long-term partnership growth. This role serves as a primary point of contact for assigned accounts ensuring client needs are understood addressed promptly and aligned with organizational objectives. The specialist works cross-functionally with internal teams to deliver value-driven solutions while operating effectively in a fully remote environment.

This position is strictly limited to candidates who currently reside in the United States and are legally authorized to work in the U.S. Applications from individuals residing outside the United States will be rejected.

Key Responsibilities

• Serve as the primary relationship manager for assigned clients or accounts

• Build and maintain strong long-term client relationships

• Conduct regular check-ins performance reviews and business updates

• Identify client needs and coordinate with internal teams to deliver solutions

• Monitor client satisfaction and proactively address concerns

• Support account growth through cross-selling and upselling opportunities

• Maintain accurate account documentation and activity records in CRM systems

• Track and report key relationship metrics and client health indicators

• Assist in contract renewals and negotiation processes

• Collaborate with sales operations and product teams to improve client experience

Required Qualifications

• Bachelors degree in Business Administration Communications Marketing or related field

• 35 years of experience in relationship management account management customer success or client services

• Strong interpersonal and communication skills

• Excellent organizational and time-management abilities

• Experience using CRM systems (Salesforce or similar platforms)

• Analytical mindset with the ability to interpret performance data

• Ability to work independently and manage multiple accounts in a remote environment

Preferred Qualifications

• Experience in SaaS financial services healthcare or professional services industries

• Strong negotiation and problem-resolution skills

• Experience managing enterprise or high-value accounts

• Knowledge of customer retention and lifecycle management strategies

• Experience with performance reporting tools or dashboards

Compensation

• Annual Salary Range: $70000 $95000 USD based on experience industry background and account portfolio size

• Performance-Based Bonus or Commission: Eligible based on retention and growth targets

Benefits

• Comprehensive medical dental and vision insurance

• 401(k) retirement plan with employer matching

• Paid time off paid holidays and sick leave

• Life short-term and long-term disability insurance

• Flexible remote work arrangement

• Professional development and training reimbursement

• Employee wellness and assistance programs

Work Authorization & Residency Requirement

• Must be legally authorized to work in the United States

• Must currently reside within the United States

• Applications from candidates outside the U.S. will not be considered