-
Relationship Manager
3 weeks ago
NodeFlair San Francisco, United StatesJob Description · Job DescriptionOverview · The Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client bas ...
-
Relationship Manager
5 days ago
Nasdaq San Francisco, United StatesWhy Nasdaq · When you work at Nasdaq, you're working for more open and transparent markets so that more people can access opportunities. Connections can be made, jobs can be created, and communities can thrive. We want all our employees to have access to opportunity, too. That m ...
-
Relationship Manager
3 weeks ago
BANK OF MARIN San Francisco, United StatesJob Description · Job DescriptionBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Relationship Manager to join our Commercial Banking Office in San Francisco. · The Relationship Manager is responsible for th ...
-
Director, Relationship Manager
2 weeks ago
HSBC San Francisco, United States Permanent - Full time#LI-DL2 #HSBCUSA · HSBC Innovation Banking · We support the builders, forward-thinkers, future-makers and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors and those ...
-
Business Relationship Manager
2 weeks ago
East West Bank San Francisco, United States Full timeOverview · Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. · As a Business Rel ...
-
Client Relationship Manager
1 week ago
Zenith American San Francisco, United StatesJob Description · Job DescriptionTitle: Client Relationship Manager Department: Client Services · Bargaining Unit: NBU Grade: N/A · FLSA: Exempt Hours per week: 40 · Position Summary · The Client Relationship Manager supports the Director, Client Relationship across their book ...
-
Client Relationship Manager
2 days ago
Tripoint Search San Francisco, United StatesLocation: San Francisco, California · Type: Direct Hire · Job #592 · Salary: $140,000 · Position: · Client Relationship Manager · Location: · San Francisco, CA | Washington, D.C. | New York, NY | Seattle, WA | Santa Monica, CA · Compensation: · Base salary up to $160,000 plu ...
-
Client Relationship Manager
4 days ago
Zenith American San Francisco, United StatesTitle: · Client Relationship Manager · Department: · Client Services · Bargaining Unit: · NBU · Grade: · N/A · FLSA: · Exempt · Hours per week: · 40 · Position · Summary · The Client Relationship Manager supports the Director, Client Relationship across their book of ...
-
Client Relationship Manager
2 days ago
Genesis Global Group San Francisco, United StatesJob Summary : · Genesis Drug Discovery and Development (GD3), a member of the Genesis Biotechnology Group, is a fully integrated CRO providing services to support drug discovery/development programs of our clients from target discovery through IND filing and managing Phase I-IV ...
-
Senior Relationship Manager
4 days ago
Deutsche Bank San Francisco, United StatesSenior Relationship Manager - Managing Director · Senior Relationship Manager - Managing Director Deutsche Bank · San Francisco, United States · Posted 1 day ago · Hybrid Job · Permanent · salary range for this position in California is $160,000 to $300,000 · Job Descriptio ...
-
Senior Premier Relationship Manager
1 week ago
BMO San Francisco, United States Full timeApplication Deadline: · 09/26/2024 Address: · 801 Clement St. Job Family Group: · Retail Banking Sales & Service The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. · A BMO Senior Pre ...
-
Business Banking Relationship Manager
1 week ago
BMO San Francisco, United States Full timeApplication Deadline: · 06/27/2024 Address: · 180 Montgomery St. Job Family Group: · Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and ...
-
Vice President, Relationship Manager
2 weeks ago
HSBC San Francisco, United States Permanent - temps pleinWe support the builders, forward-thinkers, future-makers and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors and those working towards IPO. · Whether it's providing ...
-
Relationship Manager
2 weeks ago
Heartland, a Global Payments company San Francisco, United StatesEvery day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you ...
-
Relationship Manager
3 days ago
Bank of America San Francisco, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · One of the keys t ...
-
Senior Client Relationship Manager
2 weeks ago
Fenwick & West LLP Silicon Valley, United StatesJob Description Summary: · Fenwick is seeking a Senior Client Relationship Manager who will be responsible for establishing, building, and strengthening the firm's relationship and connection with the firm's institutional clients. The Senior Manager will work with partners, matte ...
-
Relationship Manager
3 weeks ago
Arc Technologies San Francisco, United States Full timeArc is the future of startup finance. · Are you passionate about revolutionizing startup banking and empowering founders to manage, run, and grow their businesses with confidence? · Join Arc as we redefine the financial landscape for startups. · We're on a mission to provide foun ...
-
Relationship Manager Senior CB
4 days ago
City National Bank San Francisco, United StatesRELATIONSHIP MANAGER SENIOR, Commercial Banking: Hybrid Schedule, San Francisco or San Jose, CA. · WHAT IS THE OPPORTUNITY? · Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutio ...
-
SVP, Commercial Relationship Manager
1 week ago
River City Bank San Francisco, United StatesJob Type · Full-time · Description · The Relationship Manager will maintain and grow a deposit/cash management and commercial loan portfolio of secured and unsecured loans and lines of credit in the Commercial Banking group; provides a superior level of customer service to all ...
-
Sr. Commerical Relationship Manager
1 day ago
KeyCorp San Francisco, United StatesLocation:1 California Street - San Francisco, California 94111 Senior Relationship Manager, Middle Market Commercial. Location: San Francisco. Job Summary. Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introd Relationship Manager, Relatio ...
Relationship Manager - San Francisco, California, United States - NodeFlair
Description
Overview
The Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client base, with the goal to up-sell the firm's products, translating into a high net retention rate.
Customer Obsession:
Passionate about customer experiences and energized by engaging with clients in meaningful in-person and virtual interactions to drive revenue opportunities.
Relationship Builder:
Empathetic listener who encourages trust in others and builds deep relationships with customers.
Value Orientation:
Consistently oriented toward value creation for their clients and effectively communicates the value they have created to these customers.
Curiosity:
Has an instinct to learn everything about their customers in the industry.
Project Management:
Lead the implementation processes for Mid-market Fund clients (incl. pre-sales assistance as needed / from handover by Sales onwards), be a key point of contact for the customer during the Sales to Onboarding & Customer Experience handoff process.
Attention to Detail, Solution Focus:
Ability to drill into detail and collaborate with internal key stakeholders with a sense of urgency to create solutions for issues presented through client escalations.
Deep Content Understanding and Sharing of knowledge: Assist in growing the business in this area via deep product, market and client knowledge.
You will be a key internal stakeholder in content creation to keep clients engaged online and offline and to inform about product updates and company developments, in driving client feedback and engagement across the business.
Empathy and Respect:
Both internal and external, their foundations in the team begin with empathy and respect, which will lead them to success with their clients, and their colleagues.
Collaboration:
Demonstrates the ability to work across a broad range of functions internally and externally to deliver value to their customers.
Self-Starter:
thrives in a dynamic, fast-paced environment.
Stellar Communicator:
Excellent written, verbal, and visual communication and presentation skills.
Responsibilities
Assist the Senior Relationship Manager in client facing activities intended to increase the net retention rate over time.
Collaborate with members of the Client Coverage team to maintain up to date information on all client accounts, as well as to set up and lead through data capture of renewal and expansion opportunities in Salesforce (SFDC), to ensure timely deal closings leading to keeping high retention rates.
Own issue resolution with clients being actively managed.
In collaboration with Marketing, assist in the development of customer facing materials aligned with Flow's strategic growth initiatives.
Assist the Senior Relationship Manager in creating strategic account plans in collaboration with Flow's top tier clients.
Working with the Senior Relationship Manager own specific key account relationships, executing against key account plans designed.
Assist in preparation for and participate in regular communications with all Flow clients (for example, updates on company and product releases) with the aim to develop trust and take on ownership of a portfolio of clients.
Log information from client calls to SFDC to document client interactions and coordinate Client Coverage team efforts in a timely manner to ensure all information is up to date and accurate.
Add client feedback to the Customer feedback channel to ensure Product and Engineering Partners are aware and are able to collate feedback in an effective and seamless manner.
Use Product expertise to develop deal and client related processes including collaboration across all Flow teams to manage client interactions.
Create templates as part of process needs.
Abilities & skills
Bachelor's Degree in Business, Finance or related field.
Minimum 3 years of experience in a high pressure customer service environment.
Strong knowledge of the private markets - fund operations and financial products related to private market funds.
A team player with excellent communication and listening skills along with the ability to thrive in a remote work environment.
Accountability and a high sense of urgency towards issue resolution for clients.
Good mathematical skills, proficient with workplace software (Google, Slack, SFDC, Zendesk).
A positive attitude, strong work ethic and eagerness to learn.
Plenty of drive, initiative and motivation.
The ability to navigate through ambiguity in a high growth environment with high integrity, resilience and assertiveness.