DriveWealth

Relationship Manager

DriveWealth

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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About the role

  • Execute on revenue expansion and retention strategies to contribute directly to Net Revenue Retention (NRR) and gross margin expansion across the assigned partner book.
  • Act as a critical conduit for capturing the partner voice and structured requirements.
  • Deliver data-driven partner feedback to the Head of Partner Management to influence the product roadmap and ensure platform evolution aligns with high-value commercial opportunities.
  • Customer Focus: Shape, define, and elevate our approach to delivering success to our global partner base, ensuring exceptional post-sales experiences and high-touch engagement throughout their lifecycle with DriveWealth.
  • Strategic Partnership Development: Cultivate robust relationships with assigned partners, serving as their primary point of contact. Utilize data-driven insights to innovate and tailor solutions that cater to partners' needs at scale.
  • Cross-functional Collaboration: Collaborate closely with internal teams, including sales, finance, product, technology, and operations, to develop cohesive strategies that prioritize partner success and drive revenue growth.
  • Executive Relationship Management: Build and nurture executive-level relationships within partner organizations and prospective clients to deepen partnerships and drive strategic growth initiatives.
  • Accountability and Advocacy: Establish a culture of mutual accountability between the Relationship Management team and partners, advocating for their needs and marshaling resources to support them while aligning with DriveWealth's overarching vision.
  • Team Collaboration: Foster a collaborative team environment by sharing knowledge and coordinating effectively with various departments to optimize partner engagements and drive collective success.

Requirements

  • 5+ years of experience in customer success management, account management, or similar customer-facing roles within the financial technology industry.
  • Proficiency in program management, with a demonstrated ability to quickly adapt to and leverage new technologies.
  • Exceptional written and verbal communication skills.
  • Strong time management abilities with the capacity to prioritize and manage multiple partner engagements concurrently.
  • Client-centric mindset with a passion for understanding clients' organizations, priorities, and sources of value.
  • Proven problem-solving skills and meticulous attention to detail.
  • Ability to collaborate effectively with cross-functional teams and external partners.
  • Proactive, self-motivated, and capable of working independently while taking ownership of client relationships.
  • Ability to speak Spanish and Portuguese is a plus
Benefits
  • Competitive compensation
  • Equity
  • 401(k) match
  • Full insurance coverage
  • Wellness reimbursement
  • Company-provided phone
  • Personal development allowance
  • Generous PTO
  • Observed holidays
  • Extended leave
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
program managementcustomer success managementaccount managementdata-driven insightsfinancial technology
Soft Skills
exceptional written communicationexceptional verbal communicationtime managementclient-centric mindsetproblem-solvingattention to detailcollaborationproactiveself-motivatedownership