Relationship Manager (Client Success Advocate)
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Relationship Manager (Client Success Advocate) based in the United States.
This role sits at the heart of strategic client engagement, acting as the primary point of contact for high-value enterprise relationships. You will be responsible for ensuring long-term client satisfaction, strengthening partnerships, and driving continuous value from complex technology solutions. Working closely with executive stakeholders, you will represent both client needs and internal capabilities, ensuring alignment and trust at every stage of the relationship. The role blends account stewardship with commercial growth, requiring both a service-oriented mindset and a sharp eye for expansion opportunities. You will collaborate cross-functionally with delivery, product, and sales teams to ensure seamless execution and high-quality outcomes. In a fast-paced, client-focused environment, your work will directly influence retention, revenue growth, and overall customer success.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Relationship Manager (Client Success Advocate) based in the United States.
This role sits at the heart of strategic client engagement, acting as the primary point of contact for high-value enterprise relationships. You will be responsible for ensuring long-term client satisfaction, strengthening partnerships, and driving continuous value from complex technology solutions. Working closely with executive stakeholders, you will represent both client needs and internal capabilities, ensuring alignment and trust at every stage of the relationship. The role blends account stewardship with commercial growth, requiring both a service-oriented mindset and a sharp eye for expansion opportunities. You will collaborate cross-functionally with delivery, product, and sales teams to ensure seamless execution and high-quality outcomes. In a fast-paced, client-focused environment, your work will directly influence retention, revenue growth, and overall customer success.
Accountabilities:
- Own and manage strategic client relationships, serving as the primary executive-level point of contact across the full client lifecycle.
- Ensure high levels of client satisfaction by maintaining regular communication and proactively addressing needs and risks.
- Coordinate with delivery and operations teams to ensure successful implementation and ongoing service performance.
- Identify and drive expansion opportunities, including renewals, upsells, and new solution adoption.
- Oversee relationship health and continuously seek opportunities for process and service improvement.
- When applicable, lead or support team members contributing to client management activities.
- Represent client interests internally while aligning solutions with organizational capabilities and goals.
- Bachelor’s degree or equivalent combination of education and professional experience; Master’s degree preferred.
- 10+ years of experience in client relationship management, account management, or similar client-facing roles.
- 2+ years of leadership or people management experience.
- Strong background in managing complex enterprise or technology-driven client relationships.
- Excellent communication, negotiation, presentation, and stakeholder management skills.
- Demonstrated ability to solve complex problems with strong analytical and business judgment.
- Proven leadership capabilities with the ability to influence, motivate, and guide teams.
- Mortgage or financial services industry experience is a plus, along with exposure to technology solutions.
- Competitive annual base salary range: USD $112,500 – $137,500 (based on experience and location).
- Eligibility for annual profit-sharing bonus plan.
- Comprehensive healthcare coverage including medical, dental, and vision insurance.
- Retirement savings plan with employer 401(k) match.
- Paid time off including a minimum of 10 vacation days, sick leave (as applicable), 8 paid holidays, and 2 personal holidays.
- Life insurance and short/long-term disability coverage options.
- Inclusive and diverse work environment with equal opportunity employment practices.