Relay is a no-fee, online business banking and money management platform to understand precisely what your business is earning, spending and saving.
Bank with Relay for: 
✅ No fees or minimum balances that tie up cash flow
✅ Up to 20 checking accounts to organize income and expenses
✅ Spending management using  50 physical or virtual debit cards
✅ Payments and deposits via ACH transfers and wires (checks coming soon)
✅ Secure, role-based access to team members and financial advisors
✅ Personalized customer support by email, phone or chat

Relay

customer-support

Relay is a financial technology company that provides comprehensive business banking solutions specifically designed for small businesses. While Relay is not a bank itself, it partners with Thread Bank to offer banking services such as checking and savings accounts with competitive APY, issued Visa debit and credit cards, and FDIC insurance up to $3 million. The platform is tailored for business owners, accountants, and bookkeepers, providing features for receipt management, accounts payable, and integration with accounting software like QuickBooks Online and Xero. Relay emphasizes ease of use and extensive control over cash flow, with tools that allow users to categorize and allocate income, automate savings, and track expenses. This makes Relay particularly suitable for those adhering to the Profit First financial management system, offering features that help businesses automate their financing processes and manage funds efficiently.

Relay is a no-fee, online business banking and money management platform to understand precisely what your business is earning, spending and saving.

Bank with Relay for: 

✅ No fees or minimum balances that tie up cash flow
✅ Up to 20 checking accounts to organize income and expenses
✅ Spending management using  50 physical or virtual debit cards
✅ Payments and deposits via ACH transfers and wires (checks coming soon)
✅ Secure, role-based access to team members and financial advisors
✅ Personalized customer support by email, phone or chat

• Engage and support customers via phone and email in an empathetic, professional and proactive manner
• Prioritize the customer experience by taking opportunities to build meaningful connections with customers that go beyond small talk (show interest in the customer and their business)
• Investigate and problem-solve together with team members from Engineering, Risk, Product, and beyond to troubleshoot customer issues and get results in a timely manner
• Own and improve our public support knowledge base by creating and updating articles that equip our customers with actionable steps for their inquiries
• Track data and learnings from customer interactions that deliver meaningful insights for product and process improvement
• Collaborate closely with Marketing, Product, and Engineering on customer pilots, new feature launches and more!

Customer Experience Specialist

Customer Experience Specialist engaging with small business customers in empathetic support via phone and email. Collaborating across departments to resolve issues and improve customer experience.

Customer Experience Specialist supporting small businesses with financial solutions through empathy and problem-solving. Engage with customers via phone and email to enhance their experience.

data-analyst

• Turn complex data into clear recommendations for Marketing and Leadership, and guide decision making with thoughtful analyses and structured storytelling.
• Build and maintain dashboards in Metabase and Google Sheets/Excel to surface trends, monitor performance, and highlight actionable insights across campaigns and funnels.
• Own end-to-end marketing tracking, from front-end pixels to back-end events. Implement, audit, and troubleshoot tracking across channels to ensure clean, reliable, and consistent data.
• Work closely with Engineering, Data, Growth, and Marketing teams to evolve Relay’s analytics infrastructure. Partner with developers to test, debug, and deploy tracking updates across web and app environments.
• Manage UTM governance and event tracking in HubSpot and connected tools. Support multi-touch attribution, mixed media modelling, and funnel analysis to inform investment decisions and improve marketing effectiveness.

Marketing Analytics Manager

Marketing Analytics Manager at Relay focusing on marketing tracking infrastructure and analytics. Responsible for delivering data-driven recommendations to enhance marketing effectiveness and collaboration.

Relay is a no-fee, online business banking and money management platform to understand precisely what your business is earning, spending and saving. Bank with Relay for:  ✅ No fees or minimum balances that tie up cash flow ✅ Up to 20 checking accounts to organize income and expenses ✅ Spending management using  50 physical or virtual debit cards ✅ Payments and deposits via ACH transfers and wires (checks coming soon) ✅ Secure, role-based access to team members and financial advisors ✅ Personalized customer support by email, phone or chat

Relay

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Customer Experience Specialist

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Customer Experience Specialist

Relay

Marketing Analytics Manager

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