1 fintech relationship manager job at 1 company in Charlotte, NC
1mo
Save
Mark Applied
Hide
Sr Relationship Manager
Pittsburgh or Charlotte
OnsiteFull Time
7+ YOE7+ years in relationship/account/client success in B2B SaaS, fintech, or financial services; familiarity with IRA products and custodial/trust operations; proven C-suite relationship management; CRM (Salesforce) experience; strong strategic, communication, mentoring, and analytics skills; Bachelor's degree.
Salesforce