Senior Banking Relationship Manager

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $70k - $100k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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LeafLink

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

📦 Logistics

📣 Marketing

💼 Consulting

💰 $100M Series D on 2023-02

Logistics • Marketing • Consulting

LeafLink is a leading technology platform that connects cannabis businesses for modern, wholesale e-commerce. LeafLink facilitates streamlined commerce by providing a platform for brands to increase exposure, process orders from buyers, and access analytics. For retailers, it offers the ability to discover new products and order all brands in one online cart for free. LeafLink's ecosystem includes marketplace solutions, payments, logistics, advertising, and insights to optimize workflows for both brands and retailers. Catering specifically to licensed, wholesale cannabis operators, LeafLink simplifies processes such as payment tracking and order management, leveraging integrations with top ERP and CRM systems. Operating in over 30 markets primarily in the United States, LeafLink stands as a central hub for wholesale cannabis transactions.

📋 Description

• Serve as senior relationship owner for a portfolio of 100 to 200 licensed cannabis businesses • Act as solutions consultant and trusted advisor, recommending banking, payment, and LeafLink platform solutions • Build multilevel client relationships through check-ins, strategic consultations, and business reviews • Own client success and satisfaction, managing expectations and support • Manage client inquiries, escalations, and service requests through resolution with Support, Compliance, and Operations • Work with operations teams to ensure high customer experience and satisfaction • Travel to key accounts, meet client teams, and review needs and feedback • Track client updates, touchpoints, and status changes in Salesforce and HubSpot • Identify opportunities to deepen relationships and expand adoption of Dama Financial and LeafLink services • Monitor account health and churn risk; proactively retain clients • Meet quarterly engagement, adoption, retention, cross-sell, and upsell targets • Participate in industry events, trade shows, and networking opportunities • Ensure client activity aligns with BSA, AML, KYC, and state cannabis regulations • Communicate regulatory changes to clients and collaborate on due diligence and risk matters • Gather client feedback and share insights with Product, Marketing, and Go To Market teams • Provide input into the Dama Financial and LeafLink product roadmap • Follow product releases and highlight relevant updates to clients • Track high-priority product tickets through resolution • Monitor industry trends, market developments, and competitive activity • Improve processes, tools, reporting, and client engagement playbooks • Travel up to 20% of the time

🎯 Requirements

• 5+ years of experience in relationship management, commercial banking, treasury management, or financial services, including managing a senior level book of business • 3+ years in a consultative, client-facing role within financial services, fintech, payments, or B2B SaaS • Working knowledge of BSA/AML, KYC, Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD) requirements • Proven ability to manage a large portfolio of client relationships in a fast-moving, highly regulated environment • Track record of retaining and growing accounts, and of meeting or exceeding targets • Consultative, solutions-oriented approach, with ability to translate client needs into clear recommendations • Experience gathering client feedback and partnering with Product or other internal teams to influence solutions • Excellent verbal, written, and presentation skills, with comfort leading meetings with clients at every level of seniority and technical skill • Strong problem-solving skills and ability to work across Compliance, Operations, Product, and Sales • Proficiency in Salesforce or similar CRM platforms and business reporting tools • Bachelor's degree in Business, Finance, Banking, Communications, or related field, or equivalent professional experience (preferred) • Experience serving cannabis businesses or other regulated, cash-intensive industries (preferred) • Knowledge of cannabis industry regulations, operational workflows, payment cycles, and inventory management (preferred) • Understanding of cash-intensive business operations and risk management practices (preferred) • Experience demonstrating financial or software products to technical and non-technical users (preferred) • Experience with Salesloft, Sigma, or other advanced analytics tools (preferred)

🏖️ Benefits

• Flexible PTO with no cap • Stock option plan • 5 Days of Volunteer Time Off (VTO) • Competitive compensation • 401k • Comprehensive health coverage (medical, dental, vision) • Commuter Benefits through our Flexible Spending Account

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