Relationship Manager

DriveWealth•Miami, FL

2d•Onsite

About The Position

The Relationship Manager is pivotal in DriveWealth's strategic growth and expansion.This role is responsible for the direct management and optimization of a portfolio of partner relationships, ensuring their commercial health, operational stability, and long-term retention throughout the post-sales lifecycle. This role involves translating the Partner Management strategy into high-performance execution, balancing an uncompromising commitment to partner delight with disciplined, proactive account governance.

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.

Nice To Haves

Ability to speak Spanish and Portuguese is a plus

Responsibilities

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.