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JobDescription :

The Location: Charlottesville, Chicago, Los Angeles, San Francisco, New York, London, Dallas, Toronto

The Role:

The Associate Director, Relationship Management Operations will be responsible for maximizing efficiency and driving productivity of our Relationship Management team.  

The Team/Business:

The Relationship Management team is responsible for retaining and growing an existing book of business through daily account management and client relationship building.

The Impact:

You will have the opportunity to partner with Senior Management to strategically provide support and improves processes within the Relationship Management Segment.

What’s in it for you:

A highly visible role with the ability to work on strategic projects with company-wide impact.


  • Build and maintain relationships across the Relationship Management function including front-line RMs, managers, and leaders
  • Partner with Sales Analytics to improve reporting on KPIs such as activities, user and usage metrics, referrals, and renewal alignment
  • Partner with Information Platforms to bolster product usage tools and the adoption of those tools
  • Partner with CRM team to improve Relationship Management workflow within internal systems
  • Collaborate with RM Managers and RMs to drive adoption of tools and resources and reinforce best practices
  • Lead discovery work with stakeholders and partner with commercial leadership on roll out of new processes and initiatives


  • Bachelor’s degree required (Finance, Economics or related field preferred)
  • 4-6 years related work experience
  • Experience in sales or account management, preferably for a SaaS product
  • Knowledge of preferred
  • Excellent presentation and communication skills
  • Positive, proactive attitude
  • Ability to problem solve and think outside the box
  • Strong desire to innovate and optimize processes
Job ID :
Posted On :
Location :
New York, NY US
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