Relationship Manager (RM)

apartmentLewis Personnel Management placeCebu City scheduleFull-time calendar_month 

ob Title: Relationship Manager (RM)

Overview

The Relationship Manager (RM) is a client-facing role responsible for onboarding new clients, driving platform adoption, and ensuring long-term customer satisfaction and retention. This role serves as the primary point of contact between clients and the company’s B2B accounts receivable (AR) platform.

Core Responsibilities
  • Client Onboarding & Training:
Guide new clients through platform setup, including payment links, customer portals, and automated reminders.
  • Relationship Management:
Build and maintain strong client relationships by proactively engaging with clients, identifying needs, and resolving issues.
  • Cross-selling & Retention:
Educate clients on additional features and functionalities to maximize platform usage and improve retention.
  • Coordination & Escalation:

Act as a liaison between clients and internal teams (sales, technical, and support) to ensure timely resolution of concerns and requests.

Qualifications & Requirements
  • Experience:
Background in FinTech, B2B payment processing, or software-as-a-service (SaaS) environments is preferred.
  • QuickBooks Expertise (Required):
Candidates must have hands-on experience providing technical support for QuickBooks. Applicants will be assessed on their QuickBooks knowledge and troubleshooting capabilities during the hiring process.
  • Skills:
Strong communication, problem-solving, and relationship management abilities.
  • Technical Proficiency:

Familiarity with customer success tools, CRM systems, and ticketing platforms.

Work Environment & Benefits
  • Work Arrangement: Hybrid setup based in Cebu (combination of on-site and remote work).
  • Competitive salary aligned with industry standards.
  • Benefits may include health insurance, life insurance, and flexible working arrangements.
  • Necessary equipment is typically provided.
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