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Relationship Manager, Client Coverage
About Flow
Flow is at the forefront of revolutionizing private market funds with our innovative Investor Lifecycle Management Platform. As a leading B2B SaaS provider, we simplify the complexities of raising and managing funds by seamlessly integrating networks - including General Partners (GPs), Limited Partners (LPs), Law Firms, Fund Administrators, and more - into one comprehensive platform. Our solution automates critical workflows between stakeholders, delivering a best-in-class experience for limited partners and significantly improving operational efficiency across the entire fund lifecycle. Trusted by approximately 300 private investment firms and representing over 18,000 limited partners, Flow accelerates fundraising with our virtual data room, simplifies and digitizes investor onboarding, and streamlines fund operations.
Following a record-breaking Q4 2023 in terms of new Annual Recurring Revenue (ARR), we are poised for further growth and expansion through 2024 and beyond.
Our remote team is distributed throughout the USA. At Flow, we are building an environment that supports career growth and affords opportunities to work with great people and technology.
About You
Flow seeks individuals who value personal growth. You value working at a startup because having a substantial impact on the company is important to you. You are hardworking but have expectations that there will be a balance between work and personal life. You are professional and know how to be productive without a lot of oversight. You are excited about the opportunity to actively help build a great team and great products, building and maintaining client relationships with a love for clients. You take satisfaction in solving real-world problems. You consistently seek ways to grow and challenge yourself. You value teamwork and understand that in a great team, the whole is greater than the sum of its parts.
About the Team
We are a small yet highly effective team. We will continue to scale this team to lead the growth of our business through renewals and expansion of business generated from our growing client base. Our goal is to empower our clients by providing top-tier products, services, and world class customer experiences driven by innovative technology. The Client Coverage team at Flow aims to deliver a white-glove experience to clients throughout their entire journey with Flow through robust interactions and a keen focus on putting the customer first.
Overview
The Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across our growing client base, with the goal to up-sell the firm’s products, translating into a high net retention rate. The Relationship Manager is responsible for working closely with members of the Client Coverage team and across all business channels and should excel in the following areas:
Customer Obsession: Passionate about customer experiences and energized by engaging with clients in meaningful in-person and virtual interactions to drive revenue opportunities.
Relationship Builder: Empathetic listener who encourages trust in others and builds deep relationships with customers.
Value Orientation: Consistently oriented toward value creation for our clients and effectively communicates the value we have created to these customers.
Curiosity: Has an instinct to learn everything about our customers in the industry.
Project Management: Lead the implementation processes for Mid-market Fund clients (incl. pre-sales assistance as needed / from handover by Sales onwards), be a key point of contact for the customer during the Sales to Onboarding & Customer Experience handoff process.
Attention to Detail, Solution Focus: Ability to drill into detail and collaborate with internal key stakeholders with a sense of urgency to create solutions for issues presented through client escalations.
Deep Content Understanding and Sharing of knowledge: Assist in growing the business in this area via deep product, market and client knowledge. You will be a key internal stakeholder in content creation to keep clients engaged online and offline and to inform about product updates and company developments, in driving client feedback and engagement across the business.
Empathy and Respect: Both internal and external, our foundations in the team begin with empathy and respect, which will lead us to success with our clients, and our colleagues.
Collaboration: Demonstrates the ability to work across a broad range of functions internally and externally to deliver value to our customers.
Self-Starter: thrives in a dynamic, fast-paced environment.
Stellar Communicator: Excellent written, verbal, and visual communication and presentation skills.
Responsibilities
Abilities & skills
Values
Full Time
Retail
$127k-170k (estimate)
02/23/2024
05/02/2024
flow.io
WASHINGTON STREET, NJ
50 - 100
2015
ROB KEVE
<$5M
Retail
The job skills required for Relationship Manager include Initiative, Client Relationship, Communicates Effectively, Work Ethic, Customer Service, Listening, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.
03/13/2022: Brownsville, TX
These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.
02/06/2022: Long Beach, CA
Maintaining strong relationships with clients to build trust.
02/17/2022: Chico, CA
Too often a relationship manager fails to really understand the customers' business.
02/24/2022: New London, CT
Relationship Managers are responsible to build client relationships with various business clients and customers.
02/19/2022: Orange, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
12/19/2021: Cheyenne, WY
Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
02/15/2022: Alamogordo, NM
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/12/2022: La Crosse, WI
Get comfortable speaking to people.
02/11/2022: Grand Rapids, MI
Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
02/14/2022: Columbus, GA
Step 3: View the best colleges and universities for Relationship Manager.