Relationship Manager- North America

Sokin•Toronto, IA

6h•CA$130,000 - CA$160,000

About The Position

Sokin is seeking a Relationship Manager to manage and grow a portfolio of business clients across the United States and Canada. The role is commercially accountable for retaining revenue, increasing client activity, reactivating dormant accounts, and identifying opportunities to expand client relationships. The Relationship Manager uses client and transaction data to identify changes in activity, engage clients before issues lead to losses, and work with internal teams to resolve barriers to growth. The role also identifies qualified opportunities for Sales and remains involved through the handoff. The Relationship Manager owns relationships with existing North American business clients, understands their businesses and international payment needs, and develops plans to retain at-risk clients and grow account value. They help newly onboarded clients reach meaningful transaction activity, re-engage dormant clients, and partner with Onboarding, Operations, Compliance, and Product to resolve issues. They monitor portfolio health, maintain accurate account records, prioritize outreach, and provide updates on retention, activation, risks, and growth opportunities. Sokin is a B2B financial services provider offering global payments and receivables, foreign exchange, treasury management, and finance reconciliations. It operates across EMEA, APAC, and North America and serves clients in industries including sports and entertainment, logistics, and travel.

Requirements

Experience in relationship management, account management, customer success, or a similar commercial, client-facing role.
Experience managing a portfolio of B2B clients and accountability for retention or growth.
Ability to use revenue, transaction, and engagement data to prioritize action.
Confidence engaging senior client stakeholders and addressing difficult account issues.
Strong organization, follow-through, and CRM discipline.
A proactive approach to client outreach, problem-solving, and cross-functional work.
Comfort working with North American clients whose business and payment needs may span multiple countries and time zones.

Nice To Haves

Experience in payments, fintech, banking, foreign exchange, or financial services.
Knowledge of cross-border payments and the needs of internationally active businesses.
Experience with activation, revenue retention, or account health targets.

Responsibilities

Own a portfolio of existing North American business clients and build relationships with key stakeholders.
Understand each client’s business, international payment needs, and expected transaction activity.
Identify declining usage, revenue risk, and other signs that a relationship needs attention.
Develop and execute retention plans for at-risk clients, with clear actions and follow-up.
Maintain accurate account records covering client priorities, risks, opportunities, and next steps.
Help newly onboarded clients reach meaningful transaction activity.
Re-engage dormant and underutilized clients to understand changes in their needs and how Sokin can add value.
Identify opportunities to increase use of relevant products and services within existing accounts.
Partner with Onboarding, Operations, Compliance, and Product to resolve barriers to client transactions or growth.
Track revenue, transaction activity, engagement, and risk across the portfolio.
Prioritize time based on client value, growth potential, and likelihood of churn.
Create targeted plans for high-value, at-risk, and underperforming accounts.
Provide regular updates on retention, activation, account risks, and growth opportunities.
Identify expansion opportunities within existing relationships and through relevant client referrals.
Qualify opportunities by understanding client needs, decision-makers, timing, and potential value.
Record opportunities accurately in the CRM and hand them to the appropriate Sales colleague.
Work with Sales through the handoff to maintain a consistent client experience.
Work with Sales, Onboarding, Compliance, Operations, and Product to address client needs.
Surface recurring issues and recommend improvements to the client experience.