Relationship Management Specialist
About The Position
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.
Requirements
- Bachelors degree in Business Administration, Communications, Marketing, or related field
- 3–5 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
Nice To Haves
- 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
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
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
