Virtual Relationship Manager
RemoteFull-time20–30 yrsPosted open since mar 2026
Leadership finance role at Career Site. Needs 20+ years. Remote.
About the role
As a Virtual Relationship Manager, you will play a crucial role in driving the success of our business. Your primary focus will be on upselling and cross-selling to existing clients, as well as acquiring new clients through provided leads. You will manage both the sales and service aspects, ensuring strong client engagement and satisfaction.
What you'll do
- Play a crucial role in driving the success of our business
- Manage both the sales and service aspects, ensuring strong client engagement and satisfaction
- Managing sales and service processes to ensure client satisfaction
- Contributing to the growth of AUM and increasing client transaction counts
- Maintaining accurate records and updating client information in the CRM
What you need
- Cross-selling
- Sales
- CRM
- Customer service