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Relationship Manager
hace 3 semanas
2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Get in on the ground floor with a fast-growing, VC-backed fintech company bringing cryptocurrency to the $7.3T 401(k) market. We are the only 401(k) provider that allows participants to invest directly into spot crypto — and our growth reflects it. Founded by experts who helped transform the 401(k) for Fortune 500 companies, ForUsAll is backed by leading venture capital and financial technology veterans who share our vision of delivering institutional-quality investments to everyday Americans. As a Relationship Manager , you’ll own and scale the ongoing success of our clients by combining high-touch relationship management with AI-powered tools and automation . This is a full-time role based in Medellín, Colombia , operating in a hybrid model with three days per week in the office . You’ll be the primary point of contact for assigned clients, leveraging AI to proactively surface insights, identify risks, streamline workflows, and personalize the client experience. From the moment a plan goes live, you’ll partner closely with Operations, Product, Engineering, and Client Services to deliver exceptional outcomes — faster, smarter, and more consistently. You’ll also serve as the voice of the client , translating real-world feedback and data-driven insights into product enhancements and process improvements. In short, you’ll help co-create the future of AI-enabled client experience at ForUsAll. How You'll Use AI in this Role Leverage AI tools to analyze client behavior, engagement, and support trends Use automation and AI-assisted workflows to scale relationship management without sacrificing quality Proactively identify client risks, opportunities, and moments that matter using data-driven signals Partner with internal teams to implement AI-powered process improvements across onboarding, servicing, and renewals Continuously test and adopt new tools to improve efficiency, accuracy, and client satisfaction What's Expected From You Reimagine and improve customer success processes using AI, automation, and data Demonstrate tenacious creativity by identifying opportunities to scale service delivery Take full ownership of ideas from concept through execution Collaborate cross-functionally in a fast-paced, Series B startup environment Maintain a consistently positive, solutions-oriented attitude Learn from every team and client interaction Stay mission-driven with a desire to improve financial outcomes for everyday Americans Qualifications 401(k)-specific experience strongly preferred but not required Clear, concise verbal and written communication skills Comfort working with modern tools, systems, and AI-driven workflows Ability to stay calm, consistent, and reliable in a high-intensity environment Strong desire to learn, grow, and take on increasing ownership over time Seniority level Entry level Employment type Full-time Job function Engineering and Information Technology #J-18808-Ljbffr
