Performline

Senior Relationship Manager

Performline • $116K — $140K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in enterprise relationship management or a similar role
  • Successful track record of building and maintaining executive-level relationships
  • Deep understanding of the financial services sector
  • Proven ability to drive revenue growth and client retention
  • Experience utilizing AI tools for business optimization
  • Exceptional organizational and multitasking skills
  • Strong team player with a client-focused mindset

Responsibilities

  • Own strategic partnership and revenue outcomes for major Enterprise accounts
  • Build executive relationships from the ground up at VP and C-suite levels
  • Carry quotas for renewal and expansion bookings
  • Maintain detailed account plans and forecast data
  • Engage with Client Success Managers to ensure partnership health
  • Lead negotiations for pricing and contract terms
  • Execute strategies to retain clients and explore new business opportunities

Benefits

  • Comprehensive benefits package
  • Opportunities for professional development
  • Supportive and collaborative team environment
  • Flexibility for hybrid or remote work options
  • Engagement in client and industry events
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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