AdvicePay · 18 hours ago
Relationship Manager
Bozeman, MT
Full-time
Onsite
Mid, Senior Level
$106K/yr - $121K/yr
4+ years expAdvicePay is a company focused on transforming fee-for-service programs for its customers through strategic partnerships. The Relationship Manager will build and manage relationships with enterprise customers, ensuring their satisfaction and driving revenue growth while overseeing customer renewals and account plans.
FinanceFinancial ServicesPaymentsSoftware
Responsibilities
Own AdvicePay’s enterprise customer renewal process from start to finish by proactively managing, monitoring, and executing customer renewals, ensuring timely and successful contract renewals
Develop, execute, and share account plans to bolster long term retention and maximize lifetime value for Enterprise customers, ensuring CSMs and all other relevant stakeholders are aware of account plans and goals
Serve as the subject matter expert on Enterprise customer contracts, maintaining a deep understanding of existing contracts
Responsible for drafting renewal contract and/or amendment documents, negotiating renewal terms, and navigating contractual red lines
Responsible for identifying at-risk customers and working cross-functionally to resolve issues and drive customer satisfaction
Develop and implement strategies for identifying opportunity space within existing accounts and developing account plans to drive expansion
Track and report on expansion opportunities associated with existing customers
Serve as AP's strategic partner for your assigned customer portfolio by cultivating and maintaining meaningful relationships with key stakeholders
Liaise with AdvicePay’s Customer Success Managers to ensure Customer Success Plans are developed, refined, and utilized to help our customers achieve their stated business goals
Proactively identify and create impactful interactions with our customers including, but not limited to sending launch gifts, thank-you cards, and other personalized tokens of appreciation, with the goal of consistently surprising and delighting at every opportunity
Maintain detailed and accurate records of key customer stakeholders and relationships in AdvicePay’s tech stack including tools such as Hubspot, Helpscout, and Notion
Follow AP’s customer engagement model to conduct regular check-ins and touchpoints with your customers to ensure satisfaction, gather feedback, and ensure product adoption
Ensure AdvicePay internal stakeholders understand relationship risks, opportunities, and how customers are evaluating AdvicePay at all times - communicate this regularly via updates and key account reviews internally
Own AdvicePay’s strategic business review process, inclusive of business review strategy, business review cadence and scheduling, business review material preparation, and business review execution
Schedule and attend customer site visits and in-person strategy and/or work sessions
Work closely with Customer Support, Sales, Product, and Marketing teams to ensure customers’ needs are met and exceeded
Partner with the Customer Success onboarding team to ensure smooth transitions and successful product adoption for new customers
Serve as the primary contact for billing inquiries within an assigned portfolio of customers, resolving discrepancies, educating customers on billing processes, and collaborating with internal teams to ensure accurate and timely solutions
Leverage fee-for-service financial planning subject matter expertise to build a consultative relationship with Enterprise customers’ leadership and administrative teams on how to grow their fee-for-service programs utilizing AdvicePay software and services
Create and/or share AdvicePay content (webinars, newsletters, blog posts, live talks, etc.) with Enterprise leadership teams and their advisors on topics relating to AdvicePay functionality and fee-for-service practice management
Make recommendations to the Head of Customer Success for which customer conferences AdvicePay should attend; attend conferences and talk to decision-makers and advisors to promote AdvicePay
Other duties as assigned
Qualification
Required
4+ years of experience in a high-touch, customer-facing role such as Customer Success, Account Management, Relationship Management, Sales, or Professional Services in a fast-paced environment
Demonstrated experience owning customer renewals, driving retention, and identifying opportunities for revenue expansion within an existing book of business
Proven ability to build trusted relationships with senior stakeholders and decision-makers, navigating complex organizations with confidence and care
A consultative mindset - you love understanding a customer's goals, challenges, and “why,” and translating that into clear business value
Strong organizational skills with the ability to manage multiple accounts, priorities, and timelines simultaneously while maintaining a high-quality customer experience
Comfort with contract discussions and negotiations, including reviewing terms, navigating redlines, and partnering cross-functionally to get deals across the finish line
Excellent written and verbal communication skills, with the ability to tailor your message from end users to executive audiences
A proactive, self-directed working style - you take ownership, thrive with minimal supervision, and enjoy being accountable for outcomes
High sense of personal responsibility and integrity
An understanding of and strong alignment with our core values
Legally authorized to live and work in the United States
Preferred
Experience working in a SaaS environment with enterprise customers and long-term, relationship-driven sales or renewal cycles
Background in financial services or financial planning (e.g., working with advisors, firms, or fintech products supporting advisors)
Experience leading or participating in strategic business reviews, in-person customer meetings, or on-site visits
Familiarity with tools like HubSpot, HelpScout, Notion, or similar CRM and customer engagement platforms
A knack for creating memorable customer moments - whether through thoughtful outreach, creative engagement, or simply showing up when it matters most
CERTIFIED FINANCIAL PLANNER™ professional designation
Benefits
Flexible paid time off days to maintain work-life harmony (we encourage and support that you take •at least• 3 weeks off per year!)
11 paid holidays when the office is closed
401(k) with match - you put in 6% and we put in 4.5%
12 weeks of paid parental leave for the birth or adoption of a child
Health benefits package provided of up to $450/month for an individual, $1000/month for families
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
Employer-paid life insurance
Employer-paid long-term disability coverage
Up to $1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee
$250/quarter to spend on yourself specific to our core value of “Be Well Being You”
$500 donated to a non-profit organization of your choice when you volunteer 40 hours/year
$2,000/year in Professional Development funds
A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
Subsidized employer-sponsored childcare through our partner daycare program for Bozeman area Team Members
Pet insurance
Company-owned laptop provided
Company
AdvicePay
AdvicePay is a developer of a payment processing platform created to change compliant retainer billing.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$3.85M2020-10-13Series Unknown· $1.07M
2019-01-24Seed· $2M
2018-07-03Seed· $0.28M
Leadership Team
Alex Sauickie
Chief Executive Officer
Scott Doty
Chief Information Security Officer
Recent News
Company data provided by crunchbase