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Remote Relationship Manager - $120k-$140k (WealthTech)

Everforth -
Jacksonville, FL

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Job Details

Full-time
$100,000 - $120,000 a year

Benefits

Dental insurance
401(k)
Paid time off
Vision insurance
Paid sick time

Qualifications

B2B business model
Experience with SaaS (as product category for technical sales engineers)
SaaS

Full Job Description

Remote Relationship Manager - $120k-$140k (WealthTech)

Permanently Remote, Must Work EST
Job Title: Remote Relationship Manager - $120k-$140k (WealthTech)
Salary: $100-$120k Base + $10-$20k Bonus = $110-$140k Total Comp, Benefits, 401k, PTO
Requirements: B2B SaaS, Client Facing
We offer an intuitive web-based CRM for financial advisors and wealth managers.

We're thrilled to announce we just closed $200MM in funding, and are doing some big things!

Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales.

Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice.

We have been in business since 2012, and have around 150 employees.

We are REMOTE first and our team is distributed throughout the country.

Due to growth, we are hiring a Remote Relationship Manager experienced with:

B2B SaaS
Mid market accounts
Renewals
Cross sell, up sell
Experience in financial services or working with financial advisors is a big plus, but not required!

What You Will Be Doing

Manage around 75 mid market accounts, $3MM ARR
Serve as the primary point of contact
Conduct regular check ins, QBRs, and success plans
Lead renewal strategies
Identify expansion opportunities

What's In It for You

$100-$120k Base + $10-$20k Bonus = $110-$140k
Vacation/PTO
Medical
Dental
Vision
Bonus
401k

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/20/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

Apply Now

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