Banking Relationship Manager

🕒 Junho 2

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LeafLink

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2016

📦 Logística

📣 Marketing

💼 Consultoria

💰 $100.000.000 Series D em 2023-02

Logistics • Marketing • Consulting

A LeafLink é uma plataforma de tecnologia líder que conecta negócios de cannabis para o e-commerce atacadista moderno. A LeafLink facilita o comércio simplificado ao oferecer uma plataforma para que as marcas aumentem sua exposição, processem pedidos de compradores e acessem análises. Para os varejistas, ela oferece a capacidade de descobrir novos produtos e encomendar todas as marcas em um único carrinho online, sem custos. O ecossistema da LeafLink inclui soluções de marketplace, pagamentos, logística, publicidade e insights para otimizar fluxos de trabalho tanto para marcas quanto para varejistas. Atendendo especificamente a operadores atacadistas licenciados de cannabis, a LeafLink simplifica processos como o rastreamento de pagamentos e a gestão de pedidos, aproveitando integrações com principais sistemas ERP e CRM. Operando em mais de 30 mercados, principalmente nos Estados Unidos, a LeafLink se destaca como um hub central para transações de cannabis por atacado.

Descrição

• Serve as the primary relationship owner for a portfolio(100-200 clients) of licensed cannabis businesses, including cultivators, manufacturers, distributors, retailers, and ancillary operators. • Build and maintain long-term client relationships through regular communication, account reviews, and strategic consultations. • Act as a trusted advisor, identifying client needs and recommending appropriate banking and payment solutions. • Manage client inquiries, escalations, and service requests while ensuring timely resolution. • Coordinate with internal teams including Compliance, Operations, Product, and Sales to deliver a high-quality client experience. • Conduct periodic business reviews to assess client satisfaction, operational changes, and opportunities for growth. • Ensure client activities align with applicable cannabis banking regulations, Bank Secrecy Act (BSA) requirements, Anti-Money Laundering (AML) policies, Know Your Customer (KYC) standards, and state cannabis regulations. • Maintain awareness of evolving cannabis regulatory requirements and communicate relevant changes to clients. • Identify opportunities to deepen client relationships and expand adoption of Dama Financial products and services. • Support client retention initiatives and contribute to portfolio growth objectives. • Monitor industry trends, market developments, and competitive activity within the cannabis and financial services sectors. • Participate in industry events, trade shows, and networking opportunities to strengthen client relationships and support business development efforts.

🎯 Requisitos

• Bachelor's degree in Business, Finance, Banking, Communications, or related field, or equivalent professional experience. • 2–5 years of experience in relationship management, commercial banking, financial services, account management, customer success, or B2B client services. • Strong client relationship and problem-solving skills. • Excellent verbal, written, and presentation communication abilities. • Ability to manage multiple client relationships in a fast-paced, highly regulated environment. • Experience using CRM platforms and business reporting tools.

🏖️ Benefícios

• Flexible PTO - you’re going to be working hard so enjoy time off with no cap! • A robust stock option plan to give our employees a direct stake in LeafLink’s success • 5 Days of Volunteer Time Off (VTO) - giving back is important to us and we want our employees to prioritize cultivating a better community • Competitive compensation and 401k match • Comprehensive health coverage (medical, dental, vision) • Commuter Benefits through our Flexible Spending Account