cybercodersJacksonville, FL
Remote Relationship Manager - $120k-$140k (WealthTech)
$120k-$140k
Apply (opens in a new tab)Remote Relationship Manager - $120k-$140k (WealthTech)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCustom Computer Programming Services
Apply for this role (opens in a new tab)Permanently Remote, Must Work EST
Job Title: Remote Relationship Manager - $120k-$140k (WealthTech)
Salary: $100-$120k Base + $10-$20k Bonus = $110-$140k Total Comp, Benefits, 401k, PTO
Requirements:
- B2B SaaS, Client FacingWe offer an intuitive web-based CRM for financial advisors and wealth managers.
- We're thrilled to announce we just closed $200MM in funding, and are doing some big things!
- Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales.
- Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice.
- We have been in business since 2012, and have around 150 employees.
- We are REMOTE first and our team is distributed throughout the country.
- Due to growth, we are hiring a Remote Relationship Manager experienced with: B2B SaaSMid market accounts
- RenewalsCross sell, up sell
- Experience in financial services or working with financial advisors is a big plus, but not required!
What You Will Be Doing:
- Manage around 75 mid market accounts, $3MM ARRServe as the primary point of contact
- Conduct regular check ins, QBRs, and success plans
- Lead renewal strategies
- Identify expansion opportunities
What's In It for You:
$100-$120k Base + $10-$20k Bonus = $110-$140k Vacation/PTOMedicalDentalVisionBonus 401kColorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard
Also on the board Same function, level within a rung
Level
Senior
Salary
$120k-$140k
Location
Jacksonville, FL
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Portfolio Management and Investment Advice
Posted
8 days ago