Relationship Manager

Sokin

. Own and manage a portfolio of North American B2B clients .

Posted 11/5/2026full-timeToronto • CanadaMid-LevelSenior💰 CA$130,000 - CA$160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing B2B client portfolios, focusing on retention and growth through proactive relationship management and data-driven decision-making. Skilled in navigating complex client needs across multiple countries and time zones, with a strong emphasis on cross-functional collaboration.

Highest-signal resume keywords

B2B Client ManagementRelationship ManagementRevenue RetentionCRM DisciplineCross-Border Payments Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account ManagementData AnalysisClient EngagementRisk IdentificationTransaction Tracking

Soft Skills

Proactive Problem-SolvingStrong OrganizationEffective CommunicationFollow-Through

Tools & Technologies

CRM Software

Industry Keywords

FintechBankingFinancial ServicesPaymentsFX

About the role

Key responsibilities & impact

Own and manage a portfolio of North American B2B clients
Build relationships with key client stakeholders and understand their business and international payment needs
Identify declining usage, revenue risk and signs that relationships need attention
Develop and execute plans to retain at-risk clients
Maintain accurate account records, including priorities, risks, opportunities and next steps
Help newly onboarded clients reach meaningful transaction activity
Re-engage dormant and underutilized clients
Identify opportunities to increase usage of relevant products and services
Partner with Onboarding, Operations, Compliance and Product to resolve barriers to growth
Track revenue, transaction activity, engagement and risk across the portfolio
Prioritize accounts based on client value, growth potential and likelihood of churn
Provide updates on retention, activation, account risks and growth opportunities
Identify and qualify expansion opportunities and client referrals
Record opportunities in the CRM and hand them to Sales
Work with Sales through the handoff
Surface recurring issues and recommend client-experience improvements

Requirements

What you’ll need

Experience in relationship management, account management, customer success or a similar commercial, client-facing role
Experience managing a portfolio of B2B clients and being accountable for retention or growth
Ability to use revenue, transaction and engagement data to prioritize action
Confidence engaging senior client stakeholders and addressing difficult account issues
Strong organization, follow-through and CRM discipline
Proactive approach to client outreach, problem-solving and cross-functional work
Comfort working with North American clients whose business and payment needs may span multiple countries and time zones
Helpful: payments, fintech, banking, FX or financial services experience
Knowledge of cross-border payments and the needs of internationally active businesses
Experience with activation, revenue retention or account health targets

Benefits

Comp & perks

Inclusive and welcoming workplace culture
Collaborative work environment
Opportunities to contribute unique perspectives
Employee empowerment and support for reaching full potential