Relationship Manager

About the role

The Client Relationship Manager will act as a key point of contact for assigned clients, understand their business needs and goals, and help them get maximum value from our technology and services. This role goes beyond handling client queries. We are looking for someone who can build strong relationships, understand each client's business, identify opportunities for improvement, and actively help clients grow, scale, and improve their operations.

Key responsibilities

• Build and maintain strong, long-term relationships with assigned clients.
• Act as a key point of contact for client requirements, questions, feedback, and business needs.
• Understand each client's business model, operations, challenges, and growth objectives.
• Maintain regular communication with clients and proactively identify their needs.
• Help clients make better use of Brokeret products, features, integrations, and services.
• Identify opportunities to help clients improve operations, increase efficiency, grow, and scale their business.
• Understand client requirements and communicate them clearly to the relevant internal teams.
• Coordinate and follow up on client requests, issues, improvements, and new requirements through completion.
• Keep clients informed about product updates, new features, improvements, and relevant opportunities.
• Conduct regular client meetings, follow-ups, and account reviews.

About you

• Experience in Client Success, Account Management, Relationship Management, Business Development, or a similar client-facing role.
• Excellent communication and relationship-building skills.
• Strong spoken and written English.
• Comfortable communicating with business owners, senior management, and professional clients.
• Strong understanding of business needs and ability to translate them into clear requirements.
• Proactive, solution-oriented, and comfortable taking ownership of client matters.
• Strong organization, follow-up, and task-management skills.
• Comfortable working with technology, SaaS, CRM, or fintech products.
• Experience in the Forex, CFD, brokerage, financial services, or fintech industry is a strong advantage.
• Ability to understand technology products and explain solutions clearly to clients.

About us

We provide technology and software solutions for businesses in the financial services and fintech industry.