72 Relationship Manager Jobs in San Francisco, CA
Brex is Hiring a Relationship Manager Near San Francisco, CA
Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.
Sales at BrexThe Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new clients, and building even stronger relationships with our current clients. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team.
What You’ll DoAs a Relationship Manager for our Startups and Growth team, you play a pivotal role in the success and satisfaction of our Startup and Growth clients by providing the necessary resources, guidance and support. This role requires excellent communication and interpersonal skills, a deep knowledge of Brex products, an understanding of the startup ecosystem and a passion for helping entrepreneurs and finance leaders achieve their goals.
Responsibilities
- Client engagement and support: guide Startup and Growth clients through onboarding, build and maintain strong relationships, celebrate magical moments, and provide proactive support and problem resolution to ensure client satisfaction and success.
- Customized success planning: collaborate with startup founders and finance leaders to develop tailored success plans addressing their specific business needs and goals.
- Feedback collection and analysis: gather feedback from clients to continuously enhance services, monitor client progress, and measure success through key performance indicators and metrics.
- Resource connection and community building: connect startups and finance leaders with relevant resources, such as funding opportunities and strategic partners, while fostering a supportive and collaborative Startup and Finance community, through events and peer-to-peer learning initiatives.
- Measure and track KPIs: NPS, client use of Brex products, client retention, response times, referrals from existing clients, etc
- 3 years of experience in customer success, account management, or a similar role, preferably within the startup or finance ecosystem or saas or banking industry.
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
- Proactive and results-oriented mindset, with the ability to work independently and as part of a team.
- Strong organizational and project management skills, with the ability to multitask and prioritize effectively.
- Ability to analyze data and metrics to drive informed decisions and strategies.
- Experience using software tools such as: Salesforce, Looker, Retool, etc.
- Strong understanding of the startup lifecycle and common challenges faced by Startups.
- Have a strong passion for startups
- Location: This is a hybrid role, as you will physically be in-market and need to be based in SF or New York and be in office twice a week
Please be aware, job-seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or email with a brex.com domain. Any outreach claiming to be from Brex via other sources should be ignored.
Job Summary
Full Time
Filmed Entertainment
$103k-138k (estimate)
06/12/2024
07/10/2024
brex.com
LOS ANGELES, CA
200 - 500
2017
Private
$200M - $500M
Filmed Entertainment
Related Companies
About Brex
Brex is a California-based fintech platform that provides expense tracking, bill payments, credit card processing, and related solutions for businesses.
The job skills required for Relationship Manager include Planning, Analysis, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.
03/13/2022: Brownsville, TX
These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.
02/06/2022: Long Beach, CA
Maintaining strong relationships with clients to build trust.
02/17/2022: Chico, CA
Too often a relationship manager fails to really understand the customers' business.
02/24/2022: New London, CT
Relationship Managers are responsible to build client relationships with various business clients and customers.
02/19/2022: Orange, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
12/19/2021: Cheyenne, WY
Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
02/15/2022: Alamogordo, NM
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/12/2022: La Crosse, WI
Get comfortable speaking to people.
02/11/2022: Grand Rapids, MI
Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
02/14/2022: Columbus, GA
Step 3: View the best colleges and universities for Relationship Manager.
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