Relationship Manager

Galileo Financial Technologies

Galileo Financial Technologies

Customer Service, Sales & Business Development
sandy, ut, usa
Posted on Friday, May 31, 2024

Employee Applicant Privacy Notice

Who we are:

Welcoming, collaborative and having the opportunity to make an impact - is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services that power some of the world's largest Fintechs. We are the only payments innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most inspired goals. Galileo leads its industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. We hire energetic and creative employees while providing them the opportunity to excel in their careers and make a difference for our clients. Learn more about us and why we work here at https://www.galileo-ft.com/working-at-galileo.

The role

We are looking for our next Sr. Client Relationship Manager to establish and maintain relationships at all levels of large/complex assigned clients. Galileo is a leader in FinTech and the SRM will be responsible for managing assigned client’s technical and business issues.

What you’ll do:

  • Own and lead all aspects of assigned clients by developing strategic and tactical relationships.
  • Establish effective relationships with management and service delivery client resources.
  • Develop and implement plans to allow clients to maximize the value of Galileo services. Become very knowledgeable of client business models and plans.
  • Partner with client and business development to expand client use of Galileo services.
  • Lead resolution of client projects and issues with guided support.
  • Ability to understand and communicate technical aspects of enhancements and new requirements
  • Track, manage and resolve issues submitted via task management platform
  • Effectively manage projects/cases prioritization, communication and resolution with guided support.
  • Partner with Galileo cross-functional teams to address client’s issues and business requirements.
  • Implement and perform effective and timely communication channels with all required levels. Facilitate quarterly strategic and regular tactical meetings.
  • Reach out to clients to follow up from previous Quarterly business reviews and /or weekly meetings.
  • Serve as your clients’ advocate internally by acting as a liaison with senior company leaders including account management, marketing, product, engineering, and support
  • Summarize and discuss the opportunities uncovered; work with the product team to recommend, present new products and services.
  • Assure proper handling of service requests and resolution of customer problems.
  • Function as a back-up in Relationship management as warranted by levels of responsibility.
  • Promote an environment that supports diversity.

What you’ll need:

  • Bachelor's Degree in Business, Information Technology or related fields is preferred.
  • 5+ years in Technical Account Management or Customer Success, preferably in the financial services or technology sector.
  • Qualified Account Management experience with managing large clients and high complexity.
  • Experience driving new business growth through greater product adoption, up-sell, and reference-ability.
  • Experience in managing complex technical issues that require querying and correlating data across multiple systems. Familiar with using application logs aggregation tools, i.e. Splunk.
  • Basic knowledge of Software Development Life Cycle processes and tools. Familiar with platforms offering API services.
  • Knowledge and understanding of online banking products and payment processing services.
  • Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
  • Strong analytical skills to solve business problems through data analysis. Work with the client and internal Galileo resources to identify issues and opportunities to improve client experience and performance.
  • Experience with Microsoft Office skills
  • Good customer service skills and organizational skills. Ability to lead and influence teams both internally and externally.
  • Excellent verbal, written, and interpersonal communication skills. Familiar with communicating with C-level positions.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
This role may also be eligible for a bonus and/or long term incentives. Your recruiter will provide more information to you. All roles are eligible for competitive benefits. More information about our employee benefits can be found in the link below.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi & Galileo page!
US-Based Base Compensation
$73,600$93,000 USD
Galileo Financial Technologies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
Galileo is committed to embracing diversity. As part of this commitment, Galileo offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.