Sr. Relationship Manager
About The Position
You'll support SmartDollar's top enterprise clients—those investing $50K+ annually—by ensuring their long-term success from onboarding through renewal. In this role, you'll build deep, strategic relationships with business leaders, guide organizations toward meaningful employee financial wellness outcomes, and collaborate across departments to drive retention and multi-year growth. You'll maintain monthly client communication, meet each partner onsite annually, manage a substantial book of business, and represent SmartDollar with professionalism and mission-driven conviction, including up to 50% travel.
Requirements
- 5+ years of relationship management or customer success experience, ideally in B2B SaaS, financial wellness, or employee benefits
- Confident and polished in conversations with C-suite leaders and senior stakeholders
- Build trust through intentional long-term relationships—not transactional interactions
- Mission-driven and able to hold firm to values while engaging in corporate environments
- Collaborate naturally across teams and enjoy solving complex client problems with unity and clarity
Nice To Haves
- Bilingual (Spanish speaking) capability
Responsibilities
- Maintain monthly client communication
- Meet each partner onsite annually
- Manage a substantial book of business
- Represent SmartDollar with professionalism and mission-driven conviction, including up to 50% travel
Benefits
- Health insurance (includes plans eligible for an HSA—with a company match up to $500!)
- 401(k) retirement plan with 4% match/company contribution
- Annual wellness, counseling and grocery membership reimbursement
- On-campus cafe with subsidized pricing for breakfast, lunch and coffee bar
- Dependent care FSA
- Tons of cultural activities, like weekly devotional, leadership development courses, Battle of the Bands, and one epic Christmas party!
- Flexible work schedules
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
