Relationship Manager

Des Moines, Iowa, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, SaaSIndustries

Requirements

Candidates should have at least 3 years of experience in relationship management, sales, or client success, preferably within SaaS or fintech. A proven track record of meeting or exceeding sales and retention targets, experience managing a book of business or client portfolio, and proficiency with Salesforce, Slack, G Suite, and AI tools are required. Solid reporting, forecasting, and cross-functional communication skills are also necessary. Bonus points are given for experience in the payments or fintech ecosystem, a background in contract negotiation and renewals, and being a strategic thinker who has contributed to process or go-to-market improvements.

Responsibilities

The Relationship Manager will manage and grow an existing book of business by deepening client relationships and increasing revenue streams. This involves understanding client business models, identifying pain points, and offering solutions through Dwolla's platform to meet retention and revenue growth targets, including cross-sell, upsell, and expansion. Responsibilities include conducting strategic business reviews, mapping future-state opportunities, communicating new product capabilities, leveraging technology for efficiency, channeling client feedback to Product and Engineering teams, and collaborating cross-functionally to ensure client success.

Skills

Client Relationship Management

Sales

Enterprise Client Management

Revenue Growth

Cross-selling

Upselling

Business Development

Strategic Planning

Salesforce

Slack

Communication

Collaboration

Dwolla

Facilitates ACH payment integration via API

About Dwolla

Dwolla provides a platform that enables businesses to integrate Automated Clearing House (ACH) payments into their software applications. The platform features a developer-friendly API, allowing clients to automate payment processes and send up to 5,000 payments with a single request. This makes it suitable for a wide range of clients, from financial institutions to startups and large enterprises, all looking to streamline their payment systems. Dwolla stands out from competitors by offering a highly scalable solution that can accommodate businesses of various sizes, along with resources like a sandbox for testing and comprehensive developer documentation. The company's goal is to simplify and secure the payment process for its clients through automation and reliable transactions.

Des Moines, IowaHeadquarters

2008Year Founded

$70.4MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Unlimited PTO

Stock Options

Health and Wellness

Retirement Savings Plan

Parental Leave

Remote Work

Home Office Stipend

Headspace

Risks

Increased competition from fintech startups may erode Dwolla's market share.

Rapid tech advancements require costly updates to Dwolla's platform.

Potential regulatory changes could impose additional compliance costs on Dwolla.

Differentiation

Dwolla offers a developer-friendly API for seamless ACH payment integration.

The platform supports up to 5,000 payments with a single API request.

Dwolla's subscription model provides scalable solutions for businesses of all sizes.

Upsides

Partnership with Visa enhances Dwolla's account verification capabilities.

Growing demand for real-time payments aligns with Dwolla's offerings.

Biometric authentication trends support Dwolla's vision of 'disappearing' payments.

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