Relationship Manager

1 week ago


New York, New York, United States Bucher & Christian Consulting, Inc. dba BCforward Full time
Job Title: Relationship Manager

BCforward is seeking a highly motivated and detail-oriented Relationship Manager to join our team. As a Relationship Manager, you will be responsible for overseeing and conducting centralized DocuSign mailing projects, testing enhancements to the workflow, and coordinating data updates. You will also prepare, send, and track client mailings to completion, address inquiries, and provide management reporting and summaries on the status of the mailing.

Key Responsibilities:
  • Oversee and conduct centralized DocuSign mailing projects
  • Test enhancements to the workflow prior to each phase or launch of the offices
  • Coordinate data updates as they relate to the preparation of the project
  • Prepare, send, and track client mailings to completion
  • Address any inquiries regarding the mailing
  • Provide management reporting and summaries on the status of the mailing
Requirements:
  • Timely responder with good communication skills
  • Strong attention to detail and ability to analyze data
  • Ability to multi-task and demonstrate risk awareness
  • Proficient in Excel
Benefits:

BCforward offers a comprehensive benefits package, including major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:

BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. We champion the power of human potential to help companies transform, accelerate, and scale.



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