Senior Manager, Relationship Management

Human Interest

. Lead and develop a team of managers through coaching, mentorship, and performance management .

Posted 9/29/2026full-timeRemote • United StatesSenior💰 $125,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and client success, with a strong focus on driving retention and satisfaction through effective team leadership, strategic planning, and data analysis. Proven ability to implement scalable improvements and advocate for client needs within a SaaS or technology environment.

Highest-signal resume keywords

Account ManagementClient SuccessPeople ManagementData AnalysisCRM Platforms

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementClient RetentionPerformance ManagementData AnalysisOperational Improvement

Soft Skills

CoachingMentorshipCommunicationNegotiationProblem-Solving

Tools & Technologies

SalesforceGainsightHubSpot

Industry Keywords

SaaS401(k) Relationship ManagementClient-Facing RolesCustomer SatisfactionTeam Performance

About the role

Key responsibilities & impact

Lead and develop a team of managers through coaching, mentorship, and performance management
Execute account management strategies and processes to drive retention and expansion
Monitor KPIs including retention rates, expansion revenue, and client satisfaction scores
Conduct one-on-ones, team meetings, and performance reviews
Serve as escalation point for complex client issues and account situations
Collaborate with Sales, Onboarding, Product, and Operations to resolve client needs
Support implementation of new tools, processes, and methodologies across account management
Participate in strategic planning and provide insights on team capacity, client trends, and process improvements
Own key enterprise-account relationships and model best practices
Drive client success plans aligned with client objectives and company revenue goals
Assist with team documentation, training materials, and standard operating procedures
Promote customer satisfaction through timely service delivery and permanent issue resolution
Perform other job-related duties and special projects as required

Requirements

What you’ll need

6+ years of experience in account management, 401(k) relationship management, customer success, or client-facing roles
5+ years of people management experience with a track record of developing high-performing teams
Highly accountable mindset with a proven history of taking total responsibility for client outcomes, driving cross-team solutions, and seeing issues through to resolution
Commitment to understanding client goals, anticipating needs, and delivering exceptional experiences
Ability to analyze data, identify operational trends, diagnose complex client issues, and implement scalable improvements
Outstanding communication and negotiation skills with the ability to influence Product, Engineering, Sales, and Support teams without direct authority
Comfortable navigating product ecosystems and advocating for technical enhancements
Experience leveraging modern CRM/CS platforms such as Salesforce, Gainsight, or HubSpot to automate workflows
Proven ability to drive client retention and satisfaction in a SaaS or technology environment
Strong coaching and mentorship skills with experience managing individual and team performance

Benefits

Comp & perks

Annual 10% discretionary variable incentive paid quarterly
401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested
$0 401(k) plan fees
Health insurance
Dental insurance
Vision insurance
Competitive time off
Parental leave
Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center
Lyra enhanced mental health support for employees and dependents
Carrot fertility healthcare and family-forming benefits
Candidly student loan resources
Monthly work-from-home stipend
Quarterly lifestyle stipend
Team-building experiences, virtual social events, and team offsites