Relationship Manager

Job Title

Financial Operations & Relationship Manager

The Financial Operations & Relationship Manager is responsible for overseeing financial operations while managing and strengthening relationships with clients, partners, and key stakeholders. This role combines operational finance, reporting, compliance, and client-facing responsibilities to ensure financial accuracy, efficiency, and long-term business growth.

• Work with the director to oversee day-to-day financial operations, including billing, invoicing, payments, reconciliations, and cash flow management
• Ensure compliance with internal financial policies, regulatory requirements, and audit standards
• Coordinate with accounting, finance, and external auditors to maintain accurate financial records
• Identify process improvements to enhance operational efficiency and cost control

• Serve as the primary point of contact for clients and key partners on financial and operational matters
• Build and maintain strong, long-term client relationships through regular communication and support
• Address client inquiries related to contracts, pricing, invoicing, and financial performance
• Collaborate with sales, operations, and leadership teams to align financial solutions with client needs
• Support contract negotiations, renewals, and onboarding from a financial perspective

• Analyze financial data to provide insights and recommendations to management
• Monitor KPIs and client profitability to support strategic decision-making
• Assist in developing financial strategies that support business growth and client retention

• 5+ years of experience in financial operations, accounting, or relationship management
• Strong understanding of financial reporting, budgeting, and compliance
• Excellent communication and interpersonal skills with a client-focused mindset
• Strong analytical, organizational, and problem-solving abilities
• Proficiency in financial systems and Microsoft Excel
• Ability to manage multiple priorities in a fast-paced environment

• Experience in client-facing financial or account management roles
• Knowledge of operational efficiencies and transaction processing
• Financial accuracy and attention to detail
• Client relationship management
• Strategic thinking and business acumen
• Collaboration and stakeholder management
• Process improvement and operational excellence

• Mid-Senior level

• Full-time

• Sales and Business Development