Relationship Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

Where this job comes from

Posted on BOLD Integrated Payments's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of BOLD Integrated Payments

BOLD Integrated Payments

51 - 200 employees

Founded 2007

🔌 API

💳 Fintech

🤝 B2B

API • Fintech • B2B

BOLD Integrated Payments is an innovative payment processing company that specializes in providing smart integrated payment solutions for merchants and independent software vendors (ISVs). They offer full transaction reporting, dedicated customer support, and transparency with a focus on helping partners grow their revenue. BOLD's platform is compatible with various point-of-sale systems and provides intuitive API technology for efficient transaction management.

📋 Description

• Enhance client relationships and optimize the overall client experience across VersiTech’s Partnerships portfolio • Ensure client satisfaction and maintain positive relationships by managing day-to-day client needs • Collaborate with the Partnerships and Client Services departments to achieve ideal client outcomes • Report to the Manager of Relationship Management • Develop and maintain relationships within client organizations • Serve as a point of contact for assigned and unassigned clients, addressing needs, resolving issues, and ensuring satisfaction • Assist associates with their assigned client portfolios • Manage and maintain client data across multiple CRM platforms • Work with Client Services, Finance, and Direct Sales to ensure client success • Apply knowledge of pricing and payment structures to optimize client satisfaction • Facilitate client education on application processes, underwriting guidelines, and profitability analysis • Oversee client operations and assist with merchant account onboarding • Participate in ongoing training on sales, business, and industry updates • Assist with client strategy and objective development and implementation • Train new Associates on team processes and tools • Manage, organize, and occasionally lead projects across the client lifecycle • Act as a trusted advisor to Associates and Partner Managers • Oversee higher-level client concerns requiring strategic planning • Advocate for clients across relevant internal channels • Achieve high client retention rates and SLA performance according to company standards • Support internal cross-departmental feedback and cooperation

🎯 Requirements

• Communicate effectively internally and externally with tools provided • Work with urgency, at a pace that produces high-quality outcomes • Make well-informed decisions, seeking input from others as needed based on impact & performance • Be proactive and responsive; less reactive • Hours of operation fall within 8am–5pm depending on time zone • Employment eligibility in the U.S. is required • VersiTech, LLC will not pursue visa sponsorship for this position • Experience serving as the point of contact for a group or portfolio of client accounts • Experience resolving client issues within set response-time or service level (SLA) standards • Working knowledge of pricing and payment structures, such as merchant processing pricing or fee structures • Experience teaching clients how to use a process, tool, or system so they can complete tasks independently • Experience working with finance, client services, or sales departments to resolve client needs

🏖️ Benefits

• Competitive base salaries • Unlimited, flexible vacation policy (with manager approval), plus 7 major holidays • Fully covered Employee-only coverage for medical, dental, and vision insurance; partial contribution for Employee+others coverage • 401(k) program with available company match • Robust supplemental insurance offerings - life insurance, disability benefit, & even discounts on pet insurance! • Flexible Spending Account (FSA) and Health Savings Account (HSA) availability • Marketplace Care Teams to provide emotional and spiritual support for our employees • Employee Assistance Program, Caregiver Support Program, & an Adoption Assistance Program • Career development and training opportunities • Base salary and bonus plan • Remote work with minimal travel expectations

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