Business Banking Relationship Manager providing financial solutions to small businesses with revenues up to $20 million. Actively managing relationships and developing new client opportunities.
About the role
- VIP Account Manager at Uphold providing tailored support to high-net-worth individuals and traders. Building long-term relationships and ensuring top-tier service to maximize lifetime value.
Responsibilities
- Serve as a dedicated account manager to a portfolio of high-value clients, ensuring proactive, responsive, and tailored support.
- Develop and maintain deep relationships with top-tier users, understanding their needs and delivering bespoke service solutions.
- Collaborate with internal stakeholders (Product, Compliance, Marketing, etc.) to deliver VIP-specific product offerings, feature rollouts, and support resolutions.
- Monitor account activity and user health metrics to identify retention risks and cross-sell/upsell opportunities.
- Execute VIP engagement strategies (e.g., personalized communications, special offers, access to exclusive VIP events).
- Ensure timely and high-quality resolution of VIP issues and requests, acting as the voice of the customer internally.
- Maintain accurate records of all interactions and activities in CRM systems, ensuring alignment with regulatory standards.
- Support data-driven reporting on VIP satisfaction, revenue contribution, and retention metrics to the Head of VIP Engagement and the Chief Growth Officer.
Requirements
- Relevant experience in account management, client services, or relationship management, preferably in fintech, crypto, or high-value customer segments.
- Proven track record of building and maintaining trusted relationships with high-net-worth or high-volume clients.
- Strong understanding of financial products, trading platforms, and/or digital assets.
- High emotional intelligence and interpersonal skills; ability to engage with demanding clients in a calm and effective manner.
- Strong organisational skills and attention to detail.
- Experience working cross-functionally and influencing internal teams to deliver outcomes for clients.
- Fluency in English; additional languages are a plus.
Benefits
- Annual bonus program based on individual, team and company performance.
- Home office stipend for a productive setup.
- Generous PTO, healthcare, and employee assistance programs.
- Engaging events and celebrations.
- Well-stocked office kitchen with a foodie culture.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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