Serve as a trusted client advisor and liaison to internal teams (AP/AR/Operations/Support). Manage and triage client requests via phone and ticketing, coordinate documentation for bank setups and reconciliations, track KPIs, resolve escalations, and ensure timely, transparent communication and excellent customer service.
Enumerate is hiring a Relationship Manager to serve as a trusted advisor and partner for our clients. This role is responsible for managing client requests and providing timely and results-based customer service. The Relationship Manager acts as a liaison between our clients and our internal teams, including Accounts Payable, Accounts Receivable, Operations, and Support. This role is responsible for the project management of client requests to ensure transparent communication and a timely resolution.
Candidates for this role must be located in the United States and able to work EST or CST time zones. This role can be hybrid or remote. If remote, this role requires travel every other month to Fort Lauderdale, Florida.
Key Responsibilities:
- Be the voice of the customer and navigate internal processes with stakeholders from various teams.
- Provide support to associations, granting users access to Enumerate Central and triaging issues as they arise
- Act as a liaison between clients and internal teams, working with the client to gather the information and documentation needed by internal teams to set up bank accounts and complete reconciliations
- Assist with challenging customer requests or issue escalations as needed.
- Answer customer questions in a timely and accurate manner via phone or Zendesk ticketing system.
- Assess customer needs and communicate feedback to peers and leadership
- Collaborate with cross-functional teams to resolve customer requests in a timely and effective manner
- Track key performance indicators related to client relationships, such as customer satisfaction, retention rates, and revenue growth
- Maintain a strong understanding of customer needs and a commitment to delivering exceptional customer service
Requirements:
- 2+ years of experience in Customer Success or Account Management
- Strong customer service and project management skills
- Ability to organize a daily workload by priorities and to meet deadlines in a fast-paced quickly changing environment.
- Prior experience using Asana or other project management tools is a plus
- A background in accounting, bookkeeping or community association management is a plus
The pay range is inclusive of base salary plus any applicable bonuses or commissions.
Total compensation pay range (annual salary):
$55,000—$65,000 USD
Similar Jobs
Financial Services
Manage a portfolio of 100-130 small business clients, deliver tailored business banking and cash management solutions, identify lending opportunities up to ~$500K, build relationships through in-person outreach, collaborate with internal partners, and follow risk management and regulatory protocols.
Top Skills:
ExcelOutlookPowerPointWord
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Manage and foster relationships with covered entities and internal teams to support the OptumRX 340B program. Perform data analytics, KPI and backlog reporting, ensure claim capture via TPAs, liaise with vendors and affiliates, coach analysts, and drive special projects to improve replenishment and program outcomes.
Top Skills:
ExcelOutlookPowerPointSalesforceTableauWord
.png)
Artificial Intelligence • Blockchain • Fintech • Financial Services • Cryptocurrency • NFT • Web3
Own and grow Coinbase's most strategic institutional prime finance relationships, driving multi-product expansion and onboarding. Serve as senior escalation point, coordinate across legal, credit, operations, and product, originate business with Sales and Trading, and build scalable coverage models, playbooks, and mentor junior team members.
Top Skills:
GeminiGleanLibrechat
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
