Wealthbox · 2 months ago
Relationship Manager
United States
Full-time
Remote
Mid, Senior LevelWealthbox is a company that provides modern CRM software for financial advisors. They are seeking a Relationship Manager to own strategic customer relationships, drive adoption and renewals, and ensure measurable business outcomes for their clients.
Financial Services
Responsibilities
Serve as the executive-facing relationship owner for a book of accounts; lead regular check-ins, QBRs, and success plans to ensure outcomes and ROI
Coordinate with Support, Product, and Marketing to deliver successful rollouts
Proactively monitor account health, usage, and adoption; build playbooks to increase engagement and reduce time-to-value
Lead renewal strategy and execution; forecast retention, mitigate risk, and consistently achieve net retention targets
Identify and close expansion opportunities (expansion, upgrades and add-on products) in partnership with Sales
Advocate for customers internally; synthesize feedback and influence product roadmap, integrations, and support processes
Navigate enterprise processes (security reviews, legal/procurement, data migrations, and integrations) with professionalism and urgency
Represent Wealthbox at webinars, events, and partner initiatives; showcase best practices and measurable outcomes
Maintain accurate documentation of activities, forecasts, and account plans in CRM; report on KPIs to leadership
Qualification
Required
Experience in managing strategic accounts in SaaS; FinTech/WealthTech or financial-services clients strongly preferred
Proven track record hitting renewal, NDR, and expansion targets at SMB-to-Mid-Market or Enterprise scale
Experience running multi-threaded relationships across executives, operations, compliance, and IT/security
Skilled at leading complex deployments and change management across many offices and users
Excellent communication and presentation skills across email, phone, and video; confident facilitating executive QBRs
Proficiency with CRM technology and analytics to manage relationships, adoption, and forecasting
Helpful, consultative mindset with the ability to translate the features and value of Wealthbox into business outcomes
Responsible, ethical, and customer-obsessed; collaborative teammate who raises the bar
Benefits
Competitive compensation
Comprehensive health plan coverage
401k plan
Paid time off
Company
Wealthbox
Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Rourke
CEO & Cofounder
Dan Ferranti
CTO & Cofounder
Recent News
2024-04-17
2024-02-10
2024-02-10
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