Relationship Manager

Drawbridge Partners • Boston, MA

13d • Hybrid

About The Position

Drawbridge is seeking a Relationship Manager to own a large, high-volume book of alternative investment firm clients, including hedge funds, private equity firms, and family offices. The role focuses on building executive-level relationships and serving as a trusted advisor to clients as cybersecurity intersects with capital raising, regulatory scrutiny, and operational risk. Success is measured by Net Revenue Retention (NRR), supported by ensuring clients understand the value and outcomes they receive and can justify their investment to internal stakeholders.

The Relationship Manager proactively manages account health, leads client interactions with business outcomes, identifies expansion opportunities, and owns the commercial side of renewals. The role partners with Client Success, technical colleagues, and sales while contributing account insights and market intelligence to the wider team. It also involves regular in-person client visits and use of internal AI tools to manage a large client book effectively.

The position is hybrid in New York or Boston, with regular client travel. Drawbridge offers competitive base and performance compensation tied to NRR and describes the client base as underserved, with a proven relationship-management playbook and a strong, senior team.

Requirements

• 3–6 years of experience in a client-facing role such as relationship management, account management, or customer success.
• Experience ideally gained at a SaaS, fintech, or financial services firm.
• Demonstrated ownership of a book of business with NRR or retention accountability.
• Willingness and ability to manage a higher-volume book than a typical enterprise account role.
• Background in financial services, ideally alternative investment management, such as hedge fund, private equity, or family office operations.
• Exceptional communication skills, including the ability to lead meetings with senior executives and make complex risk topics understandable.
• Ability to present data-driven findings and translate them into business terms for non-technical audiences.
• Commercial judgment and ability to manage toward both client satisfaction and retention.
• Comfort using AI tools in daily work to improve efficiency and preparation while maintaining relationship quality.
• Proactive approach to identifying client concerns and acting before clients raise them.
• Curiosity about clients' businesses, capital raising, regulatory exposure, and operational concerns.
• Ability to build trust through consistent engagement and follow-through.

Nice To Haves

• Familiarity with SEC examination preparedness, Reg S-P, or LP due diligence processes.
• Experience working alongside technical delivery teams, such as solutions engineers or vCISOs.
• Background in alternative investment operations, including fund administration, compliance, or technology.
• Prior experience at a cybersecurity, GRC, or compliance SaaS company.
• Hands-on experience using AI tools such as Copilot or Claude to manage client communications, synthesize account context, or accelerate workflows at scale.
• Cybersecurity experience.

Responsibilities

• Develop and maintain trusted relationships with operational contacts and executive sponsors at client firms.
• Attend important client discussions, including regulatory exams, LP due diligence cycles, and board-level risk conversations.
• Visit clients in person when appropriate.
• Frame client interactions around business impact, including capital protection, regulatory exposure, and operational continuity.
• Help clients explain security program progress and outcomes to LPs, boards, and regulators.
• Ensure clients understand the value they receive and can justify their investment internally.
• Maintain a clear, current view of delivered work and upcoming work for every account.
• Monitor account engagement and health signals, surface risks early, and prioritize outreach according to account health.
• Partner with Client Success and technical colleagues who support delivery, while leading the client relationship.
• Use internal AI tools to identify engagement gaps, synthesize client context, and work efficiently.
• Identify and advance expansion opportunities across the Drawbridge platform.
• Collaborate with sales on referrals and portfolio company introductions, particularly within private equity relationships.
• Manage renewals, including timelines, stakeholder alignment, and negotiation.
• Submit accurate weekly renewal forecasts with clear risk notes.
• Bring market intelligence from client conversations to the team, including LP due diligence trends, regulatory exam themes, and competitive signals.
• Follow the established Relationship Manager playbook and share client learnings to improve it.

Benefits

• Competitive base compensation plus performance compensation tied to NRR.
• Opportunity to work with an underserved client base facing significant cybersecurity stakes.
• Opportunity to learn from a proven Relationship Manager playbook and a strong, senior team.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed