Job Description
Location: Remote, USA
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, a maker of CRM software for financial advisors, is seeking a Relationship Manager (RM) to join our rapidly growing organization.
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
Work schedule
Full-time, weekdays during business hours (fully remote)
Occasional travel for industry conferences and company offsite events
Benefits
Competitive compensation
Comprehensive health plan coverage
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.
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, a maker of CRM software for financial advisors, is seeking a Relationship Manager (RM) to join our rapidly growing organization.
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
Work schedule
Full-time, weekdays during business hours (fully remote)
Occasional travel for industry conferences and company offsite events
Benefits
Competitive compensation
Comprehensive health plan coverage
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.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship manager position is now open for candidates interested in the Remote Jobs sector. This role in Atlanta offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.
