DriveWealth - Relationship Manager
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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 • Working at DriveWealth • We do our best work when we’re in the same room. To maintain the speed our partners expect, our New York and Chicago teams work in-office 4 days a week. We’ve found that being physically side-by-side is the only way to solve complex problems in real-time and stay truly accountable to the products we ship. When you’re here, you’re working directly with the people making the decisions. To support that work, we provide competitive compensation, equity, and a 401(k) match. We also offer full insurance coverage, a wellness reimbursement, a company-provided phone, and a personal development allowance. Finally, we value the time you spend away from the office with generous PTO, observed holidays, and extended leave.
Responsibilities
• 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.
Benefits
• Pay is generally based upon the level, complexity, responsibility, location and job duties / requirements of the specific position. We then source candidates with the requisite skills, expertise, education, training, and experience. If you are selected for an interview, please feel welcome to speak to a recruiter about our compensation philosophy and other available benefits. This role is eligible for base, bonus, equity, 401(k) match, and heavily subsidized benefits and perks. • Equal Employment Opportunity
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