Relationship Manager San Francisco, CA

1 day ago


San Francisco, California, United States Flow MD Full time
About the Role

We are seeking a highly skilled Relationship Manager to join our Client Coverage team at Flow MD. As a key member of our team, you will be responsible for developing and maintaining strong client relationships across our growing client base, with a focus on up-selling our products and driving high net retention rates.

Key Responsibilities
  • Collaborate with members of the Client Coverage team to maintain up-to-date information on all client accounts and set up and lead through data capture of renewal and expansion opportunities in Salesforce (SFDC).
  • Assist the Senior Relationship Manager in stewarding new and repeat customers through Flow's process from 'signed' to 'closed' deals.
  • Own issue resolution with clients and work with the Senior Relationship Manager to create strategic account plans in collaboration with Flow's top-tier clients.
  • Log information from client calls to SFDC to document client interactions and coordinate Client Coverage team efforts in a timely manner.
  • Participate in regular communications with all Flow clients to develop trust and take ownership of a portfolio of clients.
Requirements
  • Bachelor's Degree in Business, Finance, or a related field.
  • Minimum 3 years of experience in a high-pressure customer service environment.
  • Strong knowledge of the private markets, fund operations, and financial products related to private market funds.
  • Excellent communication and listening skills, with the ability to thrive in a remote work environment.
  • Ability and confidence to interact with senior counterparties.
  • Accountability and a high sense of urgency towards issue resolution for clients.
About Us

Flow MD is a leading B2B SaaS provider that simplifies the complexities of raising and managing funds by seamlessly integrating networks into one comprehensive platform. We are passionate about customer experiences and energized by engaging with clients in meaningful in-person and virtual interactions to drive revenue opportunities.

We value customer obsession, empathy, respect, and a mindful work ethic. Our team is distributed throughout the USA, and we are committed to empowering our clients with top-tier products, services, and world-class customer experiences driven by innovative technology.



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