Relationship Manager
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Job Description
Relationship Manager managing Asian fintech partner relationships and trading operations. DriveWealth provides API-based access to global investing and trading markets.
Responsibilities:
- Manage and optimize a portfolio of partner relationships throughout the post-sales lifecycle
- Execute revenue expansion and retention strategies contributing to Net Revenue Retention and gross margin expansion
- Capture the partner voice and structured requirements
- Monitor Asia-related trading activities, flag operational anomalies, and escalate issues
- Provide trade support and operational assistance, including trade confirmation processing, settlement coordination, and troubleshooting
- Deliver data-driven partner feedback to the Head of Partner Management to influence the product roadmap
- Ensure exceptional post-sales experiences and high-touch partner engagement
- Cultivate partner relationships and serve as the primary point of contact
- Collaborate with sales, finance, product, technology, and operations teams
- Build executive-level relationships with partner organizations and prospective clients
- Advocate for partner needs and coordinate resources
- Share knowledge and coordinate with departments to optimize partner engagements
Requirements:
- 5+ years of experience in customer success management, account management, or similar customer-facing roles within the financial technology industry
- 5-10 years of trade support experience
- Proficiency in program management, with ability to quickly adapt to and leverage new technologies
- Fluency in Mandarin and English (written and verbal) required
- Fluency in Cantonese preferred
- Strong time management abilities and capacity to manage multiple partner engagements concurrently
- Client-centric mindset
- Proven problem-solving skills and meticulous attention to detail
- Ability to collaborate effectively with cross-functional teams and external partners
- Proactive, self-motivated, and capable of working independently while taking ownership of client relationships
- Applicants must possess the legal right to work in the country where the position is located at the time of application
Benefits:
- Competitive compensation
- Equity
- 401(k) match
- Medical insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Paid Parental Leave
- Wellness reimbursement
- Company-provided phone
- Personal development allowance
- Generous Paid Time Off (PTO)
- Observed holidays
- Bonus
- Heavily subsidized benefits and perks
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