Relationship Manager

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