Relationship manager h1.location_city

Relationship Manager

Copay is currently looking to hire a Relationship Manager within our US Vehicle Payment division. This position falls under our Copay line of business and is located in Brentwood, TN. In this role, you will act as a trusted advisor, ensuring client satisfaction, identifying new business opportunities, and fostering long-term partnerships. This role requires excellent communication skills, strategic thinking, and a passion for delivering exceptional customer experiences. You will report directly to the Manager of Account Management and collaborate with strategic account managers.

As a Relationship Manager, you will be expected to work in a hybrid work environment. Copay will set you up for success by providing:

• Assigned workspace in Brentwood, TN
• Company-issued equipment
• Formal, hands-on training

The responsibilities of the role will include:

• Identifying opportunities for upselling, cross-selling, and expanding client accounts.
• Building outbound campaigns that add value to the customer's existing product offering
• Analyzing data, reporting, and trends of managed base performance
• Providing additional support to Strategic Account Managers in objection handling during upsell and cross-sell, as well as serve as a point of escalation to assist in upsell and cross-sell conversions
• Developing and executing a client service delivery strategy for assigned clients around the needs, contract specifications, and cost components
• Conducting regularly scheduled calls, presentations to review business performance, including training and education
• Preparing and presenting solutions in advance to retain relationships
• Using customer feedback to monitor the status of service levels, identifies problems and revenue growth potential within the client base
• Interacting effectively with internal departments to support customer base
• Introducing and promoting other Copay products to satisfied client base, promoting lead generation to the Account Development Team
• Retaining client base of accounts and associated revenue through an appropriate level of contact with clients
• Troubleshooting of client-raised servicing issues to determine if the issue is a system issue, training issue, or client configuration
• Developing professionally, improving performance, and understanding the tools in place and maximize their use
• Demonstrating leadership qualities that influence peers to work collaboratively, automating manual processes, and using the systems available to their fullest potential
• Serving as key contributor in developing and testing new processes and procedures that enhance the user's experience
• Acting as a change agent
• Developing and nurturing strong relationships with clients to ensure satisfaction and long-term engagement

Qualifications & Skills:

• Minimum 2 years' Call Center or Customer service team experience
• Prior Sales, Account Management, or Relationship Management experience
• Ability to work with high-value clients
• Minimum High School or GED required
• Bachelor's Degree or equivalent work experience preferred
• Proficiency in Microsoft Office and Excel
• Salesforce knowledge is a plus

Benefits & Perks:

• Medical, Dental & Vision benefits available the 1st month after hire
• Automatic enrollment into our 401k plan (subject to eligibility requirements)
• Virtual fitness classes offered company-wide
• Robust PTO offerings including: major holidays, vacation, sick, personal, & volunteer time
• Employee discounts with major providers (i.e. wireless, gym, car rental, etc.)
• Philanthropic support with both local and national organizations
• Fun culture with company-wide contests and prize

Equal Opportunity/Affirmative Action Employer

Copay is an Equal Opportunity Employer. Copay provides equal employment opportunities to all employees and applicants without regard to race, color, gender (including pregnancy), religion, national origin, ancestry, disability, age, sexual orientation, gender identity or expression, marital status, language, ancestry, genetic information, veteran and/or military status or any other group status protected by federal or local law. If you require reasonable accommodation for the application and/or interview process, please notify a representative of the Human Resources Department.

For more information about our commitment to equal employment opportunity and pay transparency, please click the following links: EEO and Pay Transparency