Relationship Manager

The shape of it

In the posting’s own words

As a Relationship Manager for our Startups team, you play a pivotal role in the success and satisfaction of our existing Startup clients by providing the necessary resources, guidance and support. This role requires excellent communication and interpersonal skills, a deep knowledge of Brex products, an understanding of the startup ecosystem and a passion for helping entrepreneurs and finance leaders achieve their goals.

What it asks for · 7

• 4+ years of experience in relationship management, account management, sales, partnerships, or a similar role, preferably within the startup or finance ecosystem or saas or banking industry.
• Consistent record of exceeding quota and delivering top performance in competitive sales environments.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
• Proactive and results-oriented mindset, with the ability to work independently and as a part of a team.
• Strong organizational and project management skills, with the ability to multitask and prioritize effectively.
• Ability to analyze data and metrics to drive informed decisions and strategies.
• Strong understanding of the startup ecosystem.

What the job covers

• Manage a portfolio of approximately 200 companies (Seed through Series B+), serving as the primary point of contact for founders, CFOs, and Chiefs of Staff.
• Maintain deep awareness of each client's financial health, funding status, and growth trajectory to identify and address opportunities proactively.
• Uphold operational excellence through rigorous Salesforce hygiene and proficiency in tools such as Vitally, Gong, Scratchpad, HEX, Looker and LogRocket.
• Drive Net Revenue Retention (NRR) through the proactive expansion of products, including credit card utilization, growing banking deposits, adoption of bill pay, invoicing and travel products.
• Lead deposit acquisition by capturing fresh capital during financing rounds through the strategic positioning of Brex's banking and treasury solutions.
• Execute competitive defense strategies to protect your book of business, cultivating relationships built on trust rather than simple cash incentives.
• Partner through strategic collaboration with cross-functional teams to deliver optimal solutions, products, and services to our clients.
• Prioritize field engagement by targeting in-person interactions with customers by having in-person meetings and touch points.
• Manage event curation by hosting at least one monthly client event, such as intimate dinners, workout sessions, or other curated experiences.

Tools and skills named

Words the posting leans on

• relationships5×
• startup5×
• client4×
• products4×
• banking3×
• competitive3×
• customers3×
• management3×
• office3×
• sales3×
• built2×
• deep2×
• deposit2×
• drive2×
• event2×
• excellent communication2×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

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