Relationship Manager

Summary

Join CheckAlt as a Relationship Manager and cultivate strong client relationships to ensure customer satisfaction, continued revenue, and profitability. You will proactively engage with clients, address issues, and serve as a trusted advisor. This role requires experience in sales, relationship management, or client success, supporting complex software solutions, ideally in financial services and payments. You will need a proven track record of meeting goals and experience with Salesforce or a similar CRM. The ideal candidate is results-oriented, possesses strong communication skills, and values honesty and respect. CheckAlt values military experience and is an equal opportunity employer.

Requirements

• 5+ years’ customer facing experience in sales, relationship management, or client success
• Experience supporting complex software solutions, ideally in financial services and payments
• Proven track record of delivering performance against goals consistently and predictably
• Experience with Salesforce or similar CRM to ensure accurate reporting and forecasting

Responsibilities

• Ensure proactive client engagement to communicate features, optimizations, and opportunities
• Establish a level of trust with clients that leads to increased retention and satisfaction
• Serve as a point of escalation to proactively resolve client issues that arise
• Advocate for customer needs through internal partnerships with other departments
• Provide client education around capabilities, new features, product usage and process
• Use data insights to identify opportunities increase client satisfaction

Preferred Qualifications

• Results-oriented with the self-motivation and drive to enable client success
• Strong sense of urgency
• Ability to work under pressure in continuously evolving environments
• Ability to wear multiple hats and pivot strategies and execution in a timely manner
• Motivation to continuously improve results
• Talent for building relationships and exhibiting empathy
• Dynamic presentation and communication skills
• A personal and business value of treating others with honesty and respect