Relationship Manager

At Wealthbox, we serve thousands of financial advisors with our modern CRM software, which provides an easy way to manage client relationships, organize and execute workflow processes, and collaborate with a team in a powerful and beautiful software solution.

Wealthbox is seeking a

Relationship Manager (RM)

to join our growing team. As a Wealthbox RM, you will own strategic, multi-office and enterprise customer relationships (large RIAs, broker-dealers, and wealth platforms). You’ll be the primary point of contact post-sale—driving adoption, renewals, and expansion—while orchestrating cross-functional resources to deliver measurable business outcomes for our customers.

Key Responsibilities:

Serve as the executive-facing relationship owner for a book of accounts; lead regular check-ins, QBRs, and success plans to ensure outcomes and ROI

Coordinate with Support, Product, and Marketing to deliver successful rollouts

Proactively monitor account health, usage, and adoption; build playbooks to increase engagement and reduce time-to-value

Lead renewal strategy and execution; forecast retention, mitigate risk, and consistently achieve net retention targets

Identify and close expansion opportunities (expansion, upgrades and add-on products) in partnership with Sales

Advocate for customers internally; synthesize feedback and influence product roadmap, integrations, and support processes

Navigate enterprise processes (security reviews, legal/procurement, data migrations, and integrations) with professionalism and urgency

Represent Wealthbox at webinars, events, and partner initiatives; showcase best practices and measurable outcomes

Maintain accurate documentation of activities, forecasts, and account plans in CRM; report on KPIs to leadership

Desired Skills & Experience:

Experience in managing strategic accounts in SaaS; FinTech/WealthTech or financial-services clients strongly preferred

Proven track record hitting renewal, NDR, and expansion targets at SMB-to-Mid-Market or Enterprise scale

Experience running multi-threaded relationships across executives, operations, compliance, and IT/security

Skilled at leading complex deployments and change management across many offices and users

Excellent communication and presentation skills across email, phone, and video; confident facilitating executive QBRs

Proficiency with CRM technology and analytics to manage relationships, adoption, and forecasting

Helpful, consultative mindset with the ability to translate the features and value of Wealthbox into business outcomes

Responsible, ethical, and customer-obsessed; collaborative teammate who raises the bar

Full-time, weekdays during business hours (fully remote)

Occasional travel for industry conferences and company offsite events

Competitive compensation

401k plan

Paid time off

Interested? Email us a note at jobs@wealthbox.com with your resume and include a link to your LinkedIn profile.

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