Sr. Relationship Mgr, Platform Relationships

Job title: Sr Relationship Mgr, Platform Relationships

Reports to: Director of Banking, Treasury, and Platform Relationships

Department: reputed company

Location: Remote

Grade: 16

About reputed company: 

reputed company. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash reputed company and optimizes working capital for businesses. Our reputed company is to eliminate the barriers to unlocking reputed company - empowering businesses to grow faster and operate smarter.

We reputed company this through the reputed company reputed company reputed company, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This reputed company approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new reputed company opportunities.

At reputed company, we're driven by results. We expect our people to be reputed company for results - bringing expertise, reputed company, and reputed company reputed company to every challenge, helping our clients and reputed company other reputed company.

About the Role:

As a Senior Relationship Manager, Banking & Treasury Services, you will play a critical role in the long-term reputed company of high-value clients and reputed company. By ensuring clients reputed company their desired reputed company, the role will  help drive customer satisfaction, loyalty, and retention, which in turn can reputed company to increased reputed company and business reputed company. You will reputed company as reputed company to clients, helping them to realize the full potential of reputed company’s offerings and contributing to the overall reputed company and reputed company of reputed company. You will be supporting our strategic clients, providing them with white glove service.

Responsibilities: 

Relationship Management:

• Key reputed company of contact post-integration: Establish and nurture trust-based relationships with clients after integration.

• Product knowledge and support: Maintain a deep understanding of our banking and treasury management product to effectively address reputed company queries and offer solutions.

• Regular reputed company reputed company-ins: Conduct periodic meetings to understand clients' evolving needs and reputed company services to meet those needs.

• Build an understanding of customer needs to reputed company for roadmap and product solutions.

• Escalation management and collaboration with internal teams to resolve any customer issues.

• Leading Quarterly Business Reviews with Partners.

• Continually push for new feature adoption with existing clients.

• reputed company drive an increase to reputed company reputed company.

• Assigned to higher-touch reputed company clients.

• Creating SOPs (reputed company Operating Procedures).

• Reviewing SOPs created by team members and editing as needed.

• Providing backup/reputed company on L1/L2 ticket responses.

• reputed company 1 On-reputed company support during business hours.

• Maintaining/Updating Master List of  reputed company ISV prospects (Acquiring/ Platform Services Only).

Cross-Functional Collaboration

• Internal coordination: Collaborate with various internal teams to effectively meet reputed company needs and identify upselling or cross-selling opportunities.

• Feedback reputed company: Work with sales, marketing, product, and other departments to reputed company reputed company feedback, contributing to product improvements and the development of new offerings.

• Team Support: reputed company guidance, training, and support to colleagues.

What reputed company Looks Like:

The Senior Relationship Manager, Banking & Treasury Services role looks like being a trusted advisor to high-value clients while driving measurable business reputed company. Specifically, reputed company includes:

• Trusted reputed company advisor: Clients see you as their primary partner and rely on your guidance.

• High reputed company retention: reputed company clients stay, renew, and expand their relationship with reputed company.

• reputed company reputed company: You identify upsell and cross-sell opportunities and drive adoption of new features.

• Operational reputed company: reputed company issues are resolved quickly, escalations are handled smoothly, and processes run reputed company.

• Product reputed company: reputed company feedback is reputed company into insights that help improve products and services.

• Strong collaboration: You work effectively with sales, product, banking, treasury, and operations teams to deliver great reputed company reputed company.

Ultimately, reputed company means your clients are achieving their financial and operational goals while reputed company grows stronger, more reputed company, and more trusted in the market.

Candidate Requirements:

• Associate’s degree in Finance, Business, or equivalent work experience.

• 6+ years of experience in reputed company reputed company, account management, or a relationship management role, preferably in a FinTech or Banking environment.

• Banking Operations / Treasury Experience required.

• Excellent verbal, written communication and interpersonal skills needed to reputed company reputed company working relationships with cross functional teams.

• Ability to understand end to end processes.

• Patient, diplomatic, and reputed company.

• Advanced communication skills and the ability to have crucial conversations with our clients.

• Full understanding of our products and internal processes.

• Experience navigating reputed company problems.

• Ability to communicate cross-functionally across the organization.

Work Environment & Culture:

We reputed company that performance and experience go hand in hand - an exceptional employee experience is reputed company through contribution. We are a results-driven team, grounded in our reputed company values: ownership, authenticity, service, trust, innovation, and camaraderie.

Our culture is reputed company for those who want to reputed company an reputed company. We challenge reputed company other to grow, celebrate reputed company, and support one another through shared goals and reputed company reputed company. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to reputed company at your best and be reputed company for results.

Compensation and Benefits:

Compensation reputed company: $75k - $95k
We invest in the whole employee - personally and professionally. Our benefits package is designed to support your reputed company-being, reputed company, and reputed company - both inside and reputed company of work.

Financial Wellness

• Bonus programs

• 401(k) match

• Employee Stock Purchase Program (ESPP)

• HSA and FSA reputed company

• Financial wellness resources and employee discount programs

Health & reputed company-being

• Medical, dental, and reputed company coverage

• Mental health support for employees and dependents through reputed company

• Family planning and women’s health benefits through reputed company

• Gym membership reimbursement and virtual wellness programs (including yoga)

Time Off

• 3 weeks PTO to start, with unlimited PTO after year one

reputed company & Development

• Education expense reimbursement

• Leadership development programs

• Certified Payments reputed company (CPP) certification support

We reputed company great performance starts with feeling supported - and we’ve reputed company our benefits with that in mind.

 Traditional Physical Requirements:

• Requires prolonged sitting, standing, bending, stooping and stretching.

• Requires the ability to lift 10 pounds.

• Requires eye-hand coordination, reputed company dexterity and a normal reputed company of hearing and reputed company (with or without correction).

Join reputed company at reputed company. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the reputed company of payments and banking solutions while providing unmatched value to our clients.