Relationship Manager

3 months ago

Berkeley, United States Shastic Full time
Job DescriptionJob DescriptionDescription:

Do you enjoy being a part of an entrepreneurial team, all working together running at full speed to ignite a disruption in the tech industry? Are you also interested in sharing your passion for changing the world one line of code at a time?

We're looking for an experienced Relationship Manager with in-depth experience in Fintech, Consumer or Mortgage Lending and managing (and growing) a portfolio of customers. We expect you to share our passion for improving lives through the confluence of people, process and technology - leading the way with Magic Efficiencies.

We’re Shastic, A Fintech platform democratizing access to an AI workforce for Community Based Financial Institutions (think your local bank or credit union). We’re growing FAST and you’re going to be a part of the team that will add a few zeros to that growth rate.

ABOUT THIS ROLE

Shastic is currently seeking a Relationship Manager to proactively manage the customer experience by interfacing with Banking and Credit Union clients. The Relationship Manager will represent the client needs to stakeholders within Shastic and will promote Shastic’s services and products to the customer.

Duties/Responsibilities

• Builds and maintains strong relationships with clients as well as various internal departments

• Collaborates with the top entities in the respective segment to formulate a collaborative yearly business plan

• Defines and builds strong relationships with key stakeholders in each relationship

• Ensures that a high level of service is maintained by keeping clients informed of any new developments, products, and all available services as they relate to their client business needs

• Drives and tracks client requests to meet yearly goals and objectives

• Keeps relationship pulse metrics up to-date and relevant

• Reviews and negotiates contracts with clients

• Monitors, analyzes , and reports on clients' usage on a monthly basis

Education and/or Experience

• Bachelor's degree is a plus but we’re really looking for someone with the right experiences and skillsets

• a few years of financial services, client support, or account management experience in a related field

Required Skills/Abilities

• Ability to foster strong relationships with clients and internal departments

• Confident public speaking and presentation skills

• Effective discovery, presentation, influence, and negotiation skills

• Excellent written and oral communications skills

• Excellent data gathering and analysis skills, utilizing reports, spreadsheets, web-based applications, and other software tools.

• Strong interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers

• Strong relationship building skills with internal partners in order to gain buy-in and agreement

Work Environment

• This job operates 100% remotely and requires an appropriate workspace

Nice to Have’s

• Proven experience in growing a portfolio of business while reducing customer churn

• Experienced with Hubspot, ClickUp and Jira (at least familiar)

What You’ll Love About Us (Benefits and Perks)

• High performance company culture. You won’t be a cog in a machine. Rather you’ll be a key member of a high performance team that is getting shit done. This is a place to grow and realize your potential, no matter what level you’re at in your career.

• We value your ideas. At Shastic, my door is always open. Need help? Let’s talk Have a vision for the future of the company? I want to hear it Think I suck at my job? Help me grow

• Rest and relaxation. Employees get 2 weeks of PTO a year and Paid Holidays aligning with the Federal Calendar.

• You’re more than an employee, you’re a person. Every co-worker you’ll meet is committed to treating you with respect and kindness. You won’t hear stuff like, “It’s just business.”

• This is a resume-making position, where you’ll learn a lot and have a lot of responsibility. Opportunity will coming knocking for high performers - we will need leaders as we grow

• Entrepreneurial to our core – Not only are we a startup, but we need curious people that will help us scale.

Core Values

1 - Meritocracy – we’re building a Meritocracy, where the best ideas win -- not based on who has the bigger title. We use data to answer questions, we test ideas, we ask what’s right not who’s right.

2 - Direct & honest communication (transparency) – to be successful we have to face the truth – both about ourselves, work, our strengths and weaknesses. This starts with each other, which means we give direct feedback. So feel free to argue your points. When you bring this attitude to your profession, it becomes a place of personal development and self-actualization.

3 - Ownership & Accountability – the best people are the ones who OWN their position, tasks and even things that go beyond their ‘day to day responsibilities’. They never say, “that’s not my job.” Instead, they proactively spot problems and solve them. Afterall, we’re a startup, we need to “figure it out.”

4 - High Performance – We’re building a team of high performance. If someone wants an easy job that doesn’t challenge them, they shouldn’t work here. This is a place to grow, learn and see what you’re made of. For hyper learning.

5 - Fun - We spend 8+ hours a day together - might as well enjoy it. That means we’re polite and engaging with each other. It means we’re helpful and supportive. It also means we empower life - not just make demands for work.

Requirements:


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