Client Relationship Manager; Payment Processing, Merchant Services, Fin Tech

REMOTE | 55K-65K Base + Residuals

Coastal Pay is a rapidly scaling financial technology company operating in a fast-moving, high-growth environment. Our platform supports modern payment solutions and digital financial services, and we are building the operational infrastructure to match our momentum.

We are seeking a personable, driven, and strategic remote Relationship Manager to help grow and retain our merchant portfolio as we scale.

This role is ideal for someone who thrives in a fast-paced environment, builds strong client relationships before problems arise, and understands that in fintech, trust and responsiveness both matter.

In a fintech company, client relationships aren't just a service function — they're a growth engine. This role ensures merchant satisfaction, portfolio retention, and revenue expansion while we scale aggressively.

You won't just "manage accounts." You'll be a strategic partner to our clients and a key driver of long-term business success.

This role blends proactive client relationship management with revenue growth responsibilities. You will play a critical role in onboarding new clients, deepening existing partnerships, and identifying opportunities to expand Coastal Pay's footprint within your portfolio.

You must be comfortable working independently in a remote setting while collaborating cross-functionally with sales, onboarding, customer success and leadership.

• REMOTE
• Best suited for someone who is self-directed and comfortable working independently

• Serve as the primary point of contact for an assigned portfolio of clients
• Onboard new clients and ensure a seamless transition from sales to active relationship
• Conduct regular check-ins and business reviews to assess client satisfaction and performance
• Proactively identify and resolve issues before they occur
• Maintain accurate and up-to-date records of all client interactions and account activity
• Identify upsell and cross-sell opportunities within existing accounts
• Partner with the sales team to support referrals and warm introductions
• Track portfolio metrics including retention rates, processing volume, and revenue trends
• Educate clients on new products, features, and platform updates
• Develop and present tailored solutions aligned with each client’s business needs
• Identify at‑risk accounts and execute retention strategies

• Exceptionally organized with strong attention to detail
• Clear, professional, and reliable communicator
• Proactive relationship-builder who anticipates client needs
• Tech-savvy and quick to learn new tools
• Discreet and trustworthy when handling confidential business information
• Comfortable juggling a large portfolio in a fast-moving environment

• You have 5+ years of sales, business development, relationship management, account management, or client success experience
• You have 5+ years of experience in payment processing
• You have experience managing high-volume client portfolios
• You are an advanced user of CRM platforms such as IRIS, Salesforce, or Hub Spot
• You are proficient with Excel / Google Sheets
• You are comfortable working in Slack, remote project management tools, and cloud-based systems
• You have exceptional attention to detail and documentation discipline
• You communicate with clarity, empathy, and professionalism
• You're comfortable with ambiguity and changing demands
• You're known for being responsive, organized, and flexible
• You notice when a client relationship needs attention and act before being asked
• You exhibit a high degree of accountability
• You're able to move quickly without sacrificing service quality

• A welcoming, supportive, and collaborative workplace
• A commitment to individualized coaching and professional development
• Health Insurance Benefits after 90 days of employment