Relationship Manager — REMOTE (San Diego)
REMOTE | 55K-65K Base + Residuals
Coastal Pay is a rapidly scaling financial technology company operating in a fast-moving, high-growth environment. Our platform supports modern payment solutions and digital financial services, and we are building the operational infrastructure to match our momentum.
We are seeking a personable, driven, and strategic remote Relationship Manager to help grow and retain our merchant portfolio as we scale.
This role is ideal for someone who thrives in a fast-paced environment, builds strong client relationships before problems arise, and understands that in fintech, trust and responsiveness both matter.
Why This Role Matters
In a fintech company, client relationships aren't just a service function — they're a growth engine. This role ensures merchant satisfaction, portfolio retention, and revenue expansion while we scale aggressively.
You won't just "manage accounts." You'll be a strategic partner to our clients and a key driver of long-term business success.
Position Overview
This role blends proactive client relationship management with revenue growth responsibilities. You will play a critical role in onboarding new clients, deepening existing partnerships, and identifying opportunities to expand Coastal Pay's footprint within your portfolio.
You must be comfortable working independently in a remote setting while collaborating cross-functionally with sales, onboarding, customer success and leadership.
Schedule
- REMOTE
- 8 am – 5 pm PST (preferred)
- Best suited for someone who is self-directed and comfortable working independently
What You'll Do
Client Relationship Management
- Serve as the primary point of contact for an assigned portfolio of clients
- Onboard new clients and ensure a seamless transition from sales to active relationship
- Conduct regular check-ins and business reviews to assess client satisfaction and performance
- Proactively identify and resolve issues before they escalated
- Maintain accurate and up-to-date records of all client interactions and account activity
Revenue Growth & Portfolio Development
- Identify upsell and cross-sell opportunities within existing accounts
- Partner with the sales team to support referrals and warm introductions
- Track portfolio metrics including retention rates, processing volume, and revenue trends
- Educate clients on new products, features, and platform updates
- Develop and present tailored solutions aligned with each clients business needs
- Identify at-risk accounts and execute retention strategies
What We're Looking For
- Exceptionally organized with strong attention to detail
- Clear, professional, and reliable communicator
- Proactive relationship-builder who anticipates client needs
- Tech-savvy and quick to learn new tools
- Discreet and trustworthy when handling confidential business information
- Comfortable juggling a large portfolio in a fast-moving environment
Core Competencies
- You have 5+ years of sales, business development, relationship management, account management, or client success experience
- You have experience in fintech, payments, SaaS, processing, or financial services
- You have experience managing high-volume client portfolios
- You are an advanced user of CRM platforms such as IRIS, Salesforce, or HubSpot
- You are proficient with Excel / Google Sheets
- You are comfortable working in Slack, remote project management tools, and cloud-based systems
- You have exceptional attention to detail and documentation discipline
- You communicate with clarity, empathy, and professionalism
- You're comfortable with ambiguity and changing demands
- You're known for being responsive, organized, and flexible
- You notice when a client relationship needs attention and act before being asked
- You exhibit a high degree of accountability
- You're able to move quickly without sacrificing service quality
What We Offer
- Remote-first environment
- A welcoming, supportive, and collaborative workplace
- A commitment to individualized coaching and professional development
- Health Insurance Benefits after 90 days of employment
Location
- San Diego, CA (REMOTE)