Associate Relationship Manager

🔥 23 minutes ago

🐎 Kentucky – Remote

🐎 Kentucky – Remote

💵 $50k - $60k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

NetLaw

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2012

☁️ SaaS

🤝 B2B

🏢 Enterprise

SaaS • B2B • Enterprise

NetLaw is an attorney-led estate planning software platform that streamlines the creation, management, and digital execution of wills, trusts, and related documents for financial advisors, RIAs, enterprises, and their clients. The platform connects advisors, clients, and licensed attorneys—powered by the Hargrove Firm—to provide secure, SOC 2 Type II-certified workflows, remote signing and notarization, advisor-facing analytics, and enterprise-grade customization and onboarding for large wealth management organizations. NetLaw’s product is built as a scalable SaaS solution to embed estate planning into financial advisory processes, improve compliance, and centralize collaboration and document fulfillment.

📋 Description

• Conduct high-volume outbound calls, emails, and follow-up outreach to advisors who have registered for the platform but are not actively using it • Introduce advisors to the NetLaw platform and explain how it supports their clients' estate planning needs • Schedule and coordinate advisor demonstrations with Relationship Managers, attorneys, or other team members as appropriate • Execute structured outreach campaigns designed to increase advisor engagement and referral activity • Maintain consistent follow-up with advisors who express interest but have not yet taken action • Guide advisors through initial platform setup and account activation • Help advisors understand the referral process and next steps for getting started • Answer basic questions regarding platform functionality, referral workflows, and available resources • Ensure advisors complete key onboarding milestones • Monitor onboarding progress and proactively reach out when advisors become inactive or stalled • Build positive, professional relationships with advisors through consistent communication • Serve as a friendly and knowledgeable first point of contact for advisors beginning their NetLaw journey • Gather feedback from advisors regarding their experience and communicate insights to the Relationship Management team • Support advisor education initiatives, webinars, and training events through outreach and participation • Maintain accurate records of advisor activity, outreach attempts, demo attendance, and engagement status in HubSpot • Track outreach metrics, conversion rates, demo completion, and advisor activation progress • Provide regular updates on outreach results and advisor feedback

🎯 Requirements

• Bachelor's degree preferred, but equivalent experience will be considered • 1–3 years of experience in inside sales, business development, customer success, client services, call center sales, or a similar outbound-facing role • Comfortable making a high volume of outbound calls and follow-up contacts each day • Strong verbal and written communication skills • Confident speaking with professionals and building rapport quickly • Organized and disciplined with follow-up activities • Goal-oriented and motivated by measurable outcomes • Comfortable learning new technology and navigating CRM systems • Able to manage multiple conversations and priorities simultaneously • Curious about financial services, wealth management, and estate planning

🏖️ Benefits

• Performance bonus tied to advisor activation and engagement metrics • Health, dental, and vision benefits • 401(k) • Flexible PTO • Direct mentorship from the Director of Relationship Management