Performline

Senior Relationship Manager

Performline • $116K — $140K *
Morristown, NJ 07960Hybrid
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-7 years of experience in relationship management, especially in financial services
  • Proven track record of managing strategic partnerships with large Enterprise accounts
  • Strong understanding of contract negotiation and renewal processes
  • Experience utilizing AI tools for data analysis and forecasting
  • Excellent organizational skills with a strong attention to detail
  • Ability to build relationships at executive levels (VP and C-suite)
  • Demonstrated capacity to manage multiple projects in a fast-paced environment

Responsibilities

  • Own revenue outcomes for major Enterprise accounts, including renewals and expansions
  • Build executive relationships from scratch, focusing on high-level decision makers
  • Develop and maintain comprehensive account plans and forecasts
  • Collaborate with Client Success Managers to ensure partner health and drive growth
  • Lead negotiations for pricing and contract terms with an emphasis on multi-year agreements
  • Conduct executive business reviews to highlight ROI and strategic value
  • Monitor account health metrics and present findings to leadership

Benefits

  • Competitive salary and commission structure
  • Comprehensive benefits package including health, dental, and retirement options
  • Flexible hybrid or remote working arrangements
  • The opportunity to shape a new and growing team
  • Access to innovative AI tools to enhance work efficiency
Full Job Description
Hybrid (Morristown, NJ) OR Remote (US)

TL;DR

We're looking for a Senior Relationship Manager to own the strategic partnership and revenue growth for some of our largest Enterprise accounts. You'll build executive relationships from the ground up, drive renewals and expansion (including net-new lines of business and channels), and partner closely with dedicated Client Success Managers who handle day-to-day operations. It's an opportunity to help shape a new and growing team at PerformLine!

WHAT YOU'LL DO

Own
  • Own the strategic partnership and revenue outcomes (renewals, pricing, contract terms, multi-year agreements) for a book of PerformLine's largest Enterprise accounts
  • Build and own executive relationships at VP and C-suite level - often from the ground up
  • Carry quota for renewal retention and expansion bookings
  • Maintain account plans, forecasts, and whitespace analysis

Engage
  • Partner closely with each account's Client Success Manager to align on partnership health and clear the way for growth
  • Lead partnership negotiations on pricing, terms, and multi-year structures
  • Collaborate across Sales, Marketing/GTM, and Product to translate PerformLine's NextGen roadmap into expansion opportunities at your accounts
  • Lead executive business reviews focused on ROI and strategic outcomes
  • Use AI tools (Claude, etc.) to synthesize account data and speed forecasting and renewal prep

Retain & Grow
  • Execute renewal strategy and own gross retention targets
  • Proactively pursue net-new lines of business and channels within accounts to expand PerformLine's footprint
  • Identify and close upsell/cross-sell opportunities from CSM signals
  • Monitor revenue and risk metrics (gross/net retention, at-risk accounts, pipeline) and report account health to leadership
  • Represent PerformLine at client and industry events to deepen relationships

WHO YOU ARE
  • Client-focused mindset with the ability to think strategically and collaborate internally
  • Hands-on experience with client interaction in the financial services space
  • Confident in ability to learn new technologies quickly and completely
  • Experience with and comfortable exploring ways to use AI to help create efficiency and positive outcomes
  • Organized, detail-oriented, and an expert at multitasking
  • Self-motivated team player who is comfortable in a fast-paced environment
  • Positive can-do attitude with the ability to thrive amidst ambiguity as needed
  • Default to thoughtful, humble, empathetic, respectful, and calm communication

WHAT WE OFFER
  • Estimated base salary range $116,000 - 140,000 plus commission.
    • Exact compensation for this role depends on a variety of factors, including experience, skills, internal equity, market data, and location.
  • To view our benefits package, visit the PerformLine Careers page!

About Performline

PerformLine is a RegTech company that empowers compliance leaders with a first-line of defense solution to mitigate risk across all consumer interactions channels including web, voice, chat and mobile. PerformLine automates the enforcement of compliance policies and provides clients with significant time and cost savings by eliminating manual compliance review processes. Its scalable technology monitors websites, call centers, chat, email, messaging, social media and mobile messaging for compliance issues in real-time. PerformLine provides clients with significant time and cost savings by eliminating manual compliance review processes. The company was founded in 2011 and is headquartered in New York, NY.
Learn more about Performline
Size
51 employees
Industry
Information Technology
Founded
2008
* Ladders Estimates

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