three+one · 10 hours ago
Senior Relationship Specialist
Rochester, New York Metropolitan Area
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $125K/yr
8+ years expthree+one is a company that provides liquidity and treasury solutions to public entities. They are seeking a Senior Relationship Specialist responsible for partnering with clients to deliver cashVest analyses and recommendations, driving customer success through increased savings and operational efficiencies.
Financial Services
Responsibilities
Client Partnership and Retention: Shapes success strategies and refines methodologies to build and maintain long-term client relationships through proactive communication, trusted advisory support, and delivery of measurable results. Drive new ideas to build long term client retention and satisfaction
Report Preparation: Review and refine •cashVest• reports, ensuring data accuracy, clarity, and actionable insights tailored to client goals. As needed, provide detailed feedback to report preparation team to drive customer success and improve the quality of reports and analysis
Data Analysis and Insights: Coordinate data aggregation and analysis to provide clients with accurate, meaningful financial reporting and recommendations
CRM Management: Maintain accurate client records within Zoho CRM to document engagement activities, outcomes, and value delivered, ensuring accountability and transparency
Client Communication: Present and explain analysis, results, findings, and recommendations clearly and effectively to a range of client stakeholders
RFP Coordination: Manage the RFP process, including document preparation, scheduling, coordination with internal teams, and evaluation of responses
Market Awareness: Monitor market and financial trends to identify opportunities for clients to enhance value and optimize resources
Financial Partner Collaboration: Work closely with clients’ financial partners to improve data sharing, strengthen relationships, and promote equitable financial arrangements
Client Lifecycle Management: Oversee all phases of the client relationship—from onboarding and training to ongoing engagement, portal utilization, and success measurement
Strategic Advisory: Serve as a trusted advisor by anticipating and identifying opportunities to enhance the value of three+one’s analyses, products, and services
Strategy and Program Development: Partner with the Vice President of Client Success, Retention, and Implementation to refine customer success strategies, develop supporting materials, and implement best practices
Cross-Functional Collaboration: Communicate effectively with senior leadership and internal teams to share insights, support growth initiatives, and identify cross-selling opportunities. Reviews, develops and improves business processes that cut across internal teams
Performance Metrics and Storytelling: Maintain and report on success metrics to demonstrate outcomes, reinforce client value, and support internal communications and marketing efforts
Client Engagement Travel: Travel as needed to conduct client meetings, represent the firm at conferences, and participate in professional development activities
Leadership: Mentors junior team members and provides feedback on training, tools and process improvements
Qualification
Required
Undergraduate degree in Finance, Economics, Mathematics, Information Technology, or related fields is required
Any prior treasury management/investment management/banking experience is required
8-10 years of relevant experience preferably in public financial management, treasury management or Higher Ed financial management
Proficient knowledge of Microsoft Office Applications and Google Apps Suite (Gmail, Drive, Calendar, etc.)
Excellent written and verbal communication skills
Intellectually curious with a desire to learn
Excellent organizational skills with ability to manage multiple priorities and meet established deadlines
High attention to detail and accuracy and the ability to work on several projects simultaneously
Ability to take feedback constructively with an improvement-focused attitude
Comfort working in a fast-paced and evolving environment
Discretion in dealing with sensitive and confidential client financial information
Ability to prioritize tasks effectively and to work independently on assigned duties
Strong problem-solving skills
Preferred
Experience or understanding of the government and higher education sector is strongly preferred
Experience in communications, marketing, sales, account management, or customer success
Benefits
Flexible PTO
Ten paid holidays
A cell phone stipend
Access to pre-tax health benefits
A 401(k) plan
Regular professional development and team-building opportunities
Company
three+one
cashvest by threeplusone harnesses data to maximize the value of every dollar through the power of liquidity analysis by over 30%.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Joseph Rulison
Co-Founder & Executive Chairman
Recent News
Rochester Business Journal
2025-03-26
Company data provided by crunchbase