About the Role
We're looking for a Relationship Manager to be the primary point of contact for our corporate clients and their employees. You'll handle reimbursement-related queries, conduct product demos, drive platform adoption, and build lasting relationships with our user base.
Key Responsibilities
- Query Resolution — Address and resolve reimbursement-related queries from corporate employees promptly and accurately
- Product Demos — Conduct engaging product demonstrations for HR teams, finance teams, and end-users; clearly explain features, claim processes, and platform benefits
- Client Onboarding — Guide new clients through onboarding, ensuring smooth adoption and minimal friction
- Relationship Management — Proactively engage with existing clients to maintain satisfaction, gather feedback, and identify upsell opportunities
- Adoption & Engagement — Drive product adoption across client organizations through training sessions, follow-ups, and persuasive communication
- Issue Escalation — Coordinate with internal teams (product, tech, operations) to resolve complex issues and improve the user experience
- Reporting — Track client health metrics, query volumes, and adoption rates; provide regular updates to leadership
Requirements
Must-Have:
- 2–3 years of B2B experience in client-facing roles (relationship management, customer success, or account management)
- Strong verbal and written communication skills
- Confident presenter who can simplify complex processes for varied audiences
- Persuasive—able to drive adoption and handle objections effectively
- Comfortable managing multiple client accounts simultaneously
- Familiarity with CRM tools (Salesforce, HubSpot, Zoho, or similar)
Good to Have:
- Experience with SaaS platforms, especially in HR tech, fintech, or expense management
- Understanding of employee benefits, reimbursements, or corporate expense workflows
- Basic knowledge of claims processing or insurance
What We're Looking For (Soft Skills)
- Empathetic listener who genuinely cares about solving user problems
- Self-starter with a proactive approach to relationship building
- Resilient under pressure, especially during high-query periods
- Detail-oriented with strong follow-through
