Financial+ WELLNESS · 15 hours ago
Senior Relationship Management Manager
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expFinancial WELLNESS is seeking a Senior Relationship Management Manager to own and deepen relationships with key clients and partners. This role focuses on retention, expansion, and long-term value creation, ensuring customers fully realize the impact of the platform.
Computer Software
Responsibilities
Serve as the primary senior point of contact for strategic clients and partners
Build trusted, long-term relationships that drive retention and account growth
Identify expansion opportunities and collaborate with sales on renewals and upsells
Ensure successful onboarding, engagement, and ongoing value delivery
Gather customer insights to inform product, content, and service improvements
Represent Financial WELLNESS Global in client meetings, reviews, and industry forums
Help design scalable relationship management processes as the business grows
Qualification
Required
10+ years of experience in relationship management, account management, or customer success
Background in healthcare, insurance, benefits, or financial services
Proven ability to manage complex, senior-level stakeholder relationships
Strong communication, problem-solving, and strategic planning skills
A customer-first mindset with high accountability and attention to detail
Company
Financial+ WELLNESS
Financial WELLNESS Global is a leading innovative AI technology platform, addressing the growing financial mental health crisis around the world.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase