Client Relationship Manager
Coastal Pay
- New York, New York, United States
- New York, New York, United States
Über
Coastal Pay is a rapidly scaling financial technology company operating in a fast-moving, high-growth environment. Our platform supports modern payment solutions and digital financial services, and we are building the operational infrastructure to match our momentum.
We are seeking a personable, driven, and strategic remote Relationship Manager to help grow and retain our merchant portfolio as we scale.
This role is ideal for someone who thrives in a fast-paced environment, builds strong client relationships before problems arise, and understands that in fintech, trust and responsiveness both matter.
Why This Role Matters In a fintech company, client relationships aren't just a service function — they're a growth engine. This role ensures merchant satisfaction, portfolio retention, and revenue expansion while we scale aggressively.
You won't just "manage accounts." You'll be a strategic partner to our clients and a key driver of long-term business success.
Position Overview This role blends proactive client relationship management with revenue growth responsibilities. You will play a critical role in onboarding new clients, deepening existing partnerships, and identifying opportunities to expand Coastal Pay's footprint within your portfolio.
You must be comfortable working independently in a remote setting while collaborating cross-functionally with sales, onboarding, customer success and leadership.
Schedule
REMOTE
8 am – 5 pm PST (preferred)
Best suited for someone who is self-directed and comfortable working independently
What You'll Do Client Relationship Management
Serve as the primary point of contact for an assigned portfolio of clients
Onboard new clients and ensure a seamless transition from sales to active relationship
Conduct regular check-ins and business reviews to assess client satisfaction and performance
Proactively identify and resolve issues before they escalated
Maintain accurate and up-to-date records of all client interactions and account activity
Revenue Growth & Portfolio Development
Identify upsell and cross-sell opportunities within existing accounts
Partner with the sales team to support referrals and warm introductions
Track portfolio metrics including retention rates, processing volume, and revenue trends
Educate clients on new products, features, and platform updates
Develop and present tailored solutions aligned with each clients business needs
Identify at-risk accounts and execute retention strategies
What We're Looking For
Exceptionally organized with strong attention to detail
Clear, professional, and reliable communicator
Proactive relationship-builder who anticipates client needs
Tech-savvy and quick to learn new tools
Discreet and trustworthy when handling confidential business information
Comfortable juggling a large portfolio in a fast-moving environment
Core Competencies
You have 5+ years of sales, business development, relationship management, account management, or client success experience
You have experience in fintech, payments, SaaS, processing, or financial services
You have experience managing high-volume client portfolios
You are an advanced user of CRM platforms such as IRIS, Salesforce, or HubSpot
You are proficient with Excel / Google Sheets
You are comfortable working in Slack, remote project management tools, and cloud-based systems
You have exceptional attention to detail and documentation discipline
You communicate with clarity, empathy, and professionalism
You're comfortable with ambiguity and changing demands
You're known for being responsive, organized, and flexible
You notice when a client relationship needs attention and act before being asked
You exhibit a high degree of accountability
You're able to move quickly without sacrificing service quality
What We Offer
Remote-first environment
A welcoming, supportive, and collaborative workplace
A commitment to individualized coaching and professional development
Health Insurance Benefits after 90 days of employment
Location
San Diego, CA (REMOTE)
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Sprachkenntnisse
- English
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