Relationship Manager

About the Role We're looking for a Relationship Manager to be the primary point of contact for our corporate clients and their employees. You'll handle reimbursement-related queries, conduct product demos, drive platform adoption, and build lasting relationships with our user base. Key Responsibilities Query Resolution — Address and resolve reimbursement-related queries from corporate employees promptly and accurately Product Demos — Conduct engaging product demonstrations for HR teams, finance teams, and end-users; clearly explain features, claim processes, and platform benefits Client Onboarding — Guide new clients through onboarding, ensuring smooth adoption and minimal friction Relationship Management — Proactively engage with existing clients to maintain satisfaction, gather feedback, and identify upsell opportunities Adoption & Engagement — Drive product adoption across client organizations through training sessions, follow-ups, and persuasive communication Issue Escalation — Coordinate with internal teams (product, tech, operations) to resolve complex issues and improve the user experience Reporting — Track client health metrics, query volumes, and adoption rates; provide regular updates to leadership Requirements Must-Have: 2–3 years of B2B experience in client-facing roles (relationship management, customer success, or account management) Strong verbal and written communication skills Confident presenter who can simplify complex processes for varied audiences Persuasive—able to drive adoption and handle objections effectively Comfortable managing multiple client accounts simultaneously Familiarity with CRM tools (Salesforce, HubSpot, Zoho, or similar) Good to Have: Experience with SaaS platforms, especially in HR tech, fintech, or expense management Understanding of employee benefits, reimbursements, or corporate expense workflows Basic knowledge of claims processing or insurance What We're Looking For (Soft Skills) Empathetic listener who genuinely cares about solving user problems Self-starter with a proactive approach to relationship building Resilient under pressure, especially during high-query periods Detail-oriented with strong follow-through