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If you’ve Googled “Relationship Manager job description,” chances are you’ve seen the same thing over and over again: bullet points, bland titles, and copy-paste content that doesn’t actually help you attract the right candidate.
But here’s the truth:
If you’re hiring for a Relationship Manager, you’re not just filling a role—you’re trusting someone to represent your brand, build trust with clients, and turn relationships into long-term growth.
And that means a generic job post won’t cut it.
In this guide, we’re not just giving you another template. We’re going to walk you through how to write a Relationship Manager job description that:
● Attracts high-quality, emotionally intelligent people
● Sets clear expectations
● Reflects your company culture and values
● And gives serious applicants a reason to say: “I want to work here.”
Before we get into examples, if you haven’t already, check out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/. It walks through everything you need to know—from structure to tone to candidate psychology.
But for now, let’s dive into what a great Relationship Manager job post should look like—starting with what the role really involves.
Don’t let bad hires slow you down. WorkScreen helps you find the right people—fast, easy, and stress-free.
What the Relationship Manager Role Actually Is
So… what does a Relationship Manager really do?
At its core, a Relationship Manager is responsible for building and maintaining strong, long-term relationships with clients or customers. Their job is part sales, part support, and part strategy. They’re not just solving problems—they’re proactively looking for ways to add value, deepen trust, and grow the relationship over time.
In many businesses, especially in finance, SaaS, or professional services, Relationship Managers are the face of the company. They’re the ones who clients call when they need help, have a complaint, or are ready to expand their engagement. That means the best RMs aren’t just good communicators—they’re emotionally intelligent, strategic thinkers who genuinely care about client success.
Here’s what makes a great Relationship Manager:
- They’re curious: They ask questions, listen deeply, and uncover client needs.
- They’re proactive: They don’t wait for problems—they anticipate them.
- They’re resilient: Even when things go wrong, they remain calm, clear, and constructive.
- And above all, they’re relational: They build trust—not just transactions.
If you want your Relationship Manager to help retain and grow accounts—not just respond to emails—you need someone who blends soft skills with smart strategy. And that starts by writing a job post that attracts that kind of person.
Two Great Relationship Manager Job Description Templates
Option 1: Experienced Relationship Manager Job Description
Job Title:
Senior Relationship Manager – B2B SaaS Accounts | Remote | $70K–$90K/year
Location: Remote (USA only)
Employment Type: Full-Time
Salary: $70,000–$90,000/year + Quarterly Bonus
Team: Customer Success / Account Growth
Reports to: Head of Client Strategy
________________________________________
🎥 A Quick Message from Our Team
What does success look like in this role? How do we work together? What kind of clients will you support?
Here’s a short video from our Head of Client Strategy explaining what it’s like to work on the Success team at BrightLayer.
👉 [Insert Loom or YouTube link here]
________________________________________
🏢 About Us — BrightLayer
BrightLayer is a fast-growing B2B SaaS company helping marketing teams streamline complex campaign operations.
Our platform is used by 1,200+ teams—from high-growth startups to Fortune 500 brands—to plan, launch, and track marketing initiatives with less chaos and more clarity.
We’re obsessed with helping teams do their best work—faster. Backed by leading VCs, we’re scaling rapidly and building a Customer Success team that doesn’t just answer questions—we drive results.
If you love turning client relationships into long-term growth stories, this is your moment.
________________________________________
🎯 What You’ll Be Doing
As our Relationship Manager, you’ll:
● Serve as the go-to point of contact for 15–25 mid- to high-tier accounts
● Run monthly or quarterly business reviews and spot upsell or expansion opportunities
● Help clients get the most from BrightLayer—by understanding their goals and tailoring solutions
● Coordinate with product, onboarding, and support teams to solve challenges quickly
● Track renewal cycles, mitigate churn risk, and ensure seamless client experiences
● Champion client feedback to influence product and feature development
________________________________________
✅ What We’re Looking For
● 3+ years in a Relationship Manager, Customer Success Manager, or Account Manager role
● Strong communication, negotiation, and problem-solving skills
● Experience with B2B SaaS tools and long-term client engagement
● Comfortable with CRM platforms (we use HubSpot + Notion)
● Bonus: You’ve worked with marketing, agency, or operations teams before
________________________________________
🎁 Perks & Benefits
Here’s what we offer to support your success and wellbeing:
● Competitive base salary + performance bonuses
● Fully remote setup (with coworking credits if you prefer a hybrid vibe)
● Medical, dental, and vision insurance (US-based)
● 401(k) with 4% company match
● 20 days paid time off + 5 flex holidays
● Quarterly learning & development stipend
● Annual company retreat + virtual team-building events
● Paid parental leave + mental health support access
________________________________________
💡 Why This Role Is a Great Fit
This is a high-impact, high-trust role.
You won’t just manage clients—you’ll help shape strategy, uncover opportunities, and drive value that compounds.
You’ll join a culture that values ownership, collaboration, and clarity.
We don’t micromanage—we align on goals, give context, and let smart people run.
If you’re looking for a role where your work makes a measurable difference—and where you’re surrounded by a team that’s building something real—BrightLayer might just be your next chapter.
________________________________________
📥 How to Apply
We use WorkScreen to make hiring faster, fairer, and more human.
Click the link below to complete a short skill-based evaluation—we use this to get a real sense of your approach and strengths.
👉 [Insert WorkScreen.io Apply Link]
We review every application and keep you in the loop throughout the process.
________________________________________
✅ Option 2: Entry-Level Relationship Manager Job Description
Job Title:
Junior Relationship Manager (We’ll Train You) | Hybrid | $45K–$55K/year
Location: Hybrid — 2 days/week in our Nairobi office
Employment Type: Full-Time
Salary: $45,000–$55,000/year (Based on Experience)
Team: Customer Success / Account Growth
Reports to: Client Success Lead
________________________________________
🎥 Meet Your Future Team
Here’s a short video from our Client Success Lead walking you through what it’s like to work at LoopFinance and how this role fits into the bigger picture.
👉 [Insert Loom or YouTube link here]
________________________________________
🏢 About Us — LoopFinance
At LoopFinance, we help small and medium-sized businesses across Africa simplify their financial operations. Our platform allows business owners to manage cash flow, access growth capital, and make smarter decisions—without the headaches of traditional banking.
We’re not just a fintech company. We’re on a mission to build a fairer financial future for entrepreneurs. Backed by top-tier investors and growing fast, we’re building a team that leads with empathy, solves real problems, and creates value through every interaction.
If you want to help real people run better businesses—and grow your career in the process—you’ll love it here.
________________________________________
🎯 What You’ll Be Doing
You’ll learn how to:
● Support and communicate with LoopFinance clients via email, phone, and WhatsApp
● Build trust and rapport through regular check-ins and follow-ups
● Coordinate with internal teams to solve client issues and remove friction
● Track account activity and ensure smooth onboarding and retention
● Help run monthly success calls and highlight ways clients can grow their usage
● Flag risks early and ensure we deliver an amazing experience from day one
________________________________________
✨ What We’re Looking For
● Strong communication and people skills (retail, hospitality, or support experience welcome!)
● Eagerness to learn and grow in a tech-forward, client-facing role
● Organized, proactive, and accountable—you follow through
● Comfortable with email, spreadsheets, and learning new tools fast
● Bonus: Experience working with business owners, customer success, or B2B services
⚠️ Don’t meet every requirement? That’s okay.
We hire for drive and character. If this sounds like you, please apply.
________________________________________
🎁 Perks & Benefits
At LoopFinance, we take care of our people. Here’s what you’ll get:
● Competitive salary + quarterly performance bonus
● Hybrid work schedule (3 days remote, 2 days in-office)
● Health and dental insurance (after 90 days)
● 21 paid leave days + 3 flex days per year
● Paid training and mentorship
● Monthly learning & wellness stipend
● Team retreats and quarterly appreciation bonuses
________________________________________
💡 Why This Role Is a Great Fit
This is not just a job—it’s a launchpad.
You’ll be joining a fast-growing company where your voice matters, your work is noticed, and your growth is supported.
If you’re someone who loves helping others, learning new things, and being part of a mission-driven team, this is the role for you.
You’ll work closely with supportive teammates, have access to direct mentorship, and grow into a trusted advisor role—all while making a real difference for small businesses across the continent.
________________________________________
📥 How to Apply
We care about making your hiring experience smooth, transparent, and respectful.
To apply, just click below and complete our short WorkScreen evaluation. It helps us understand your strengths and give every applicant a fair shot.
👉 [Insert WorkScreen.io Apply Link]
Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.
Why These Relationship Manager Job Posts Work
Why the Experienced Relationship Manager Job Post Works
- The Job Title Is Specific and Clear
It’s not just “Relationship Manager.” It tells you who it’s for (“Senior”), what kind of accounts they’ll manage (“B2B SaaS”), and the work setup (“Remote”).
This makes the job easier to find and more attractive to the right kind of candidate. - There’s a Video from the Hiring Manager
Including a short video from the Head of Client Strategy adds trust and transparency. It gives the role a human face and helps candidates quickly connect with the company. - The Company Overview Is Mission-Driven and Relevant
Instead of a generic “About Us,” the BrightLayer section clearly explains what the company does, who it serves, and what it stands for. It’s brief, specific, and aligned with the role. - Responsibilities Are Framed Around Value, Not Just Tasks
Instead of just listing to-dos, the post explains why they matter—client success, growth, retention. This shows impact and gives the role purpose. - The Requirements Are Focused and Realistic
It asks for relevant experience and skills, but not a laundry list of unrealistic expectations. The mention of tools (HubSpot, Notion) is helpful but not overwhelming. - Perks & Benefits Are Competitive and Transparent
The post breaks these out clearly in their own section. From salary to insurance and remote flexibility, candidates know what’s on the table before they apply—building trust. - The “Why This Role Is a Great Fit” Section Sells the Opportunity
It doesn’t repeat benefits. It makes an emotional case for the role: autonomy, purpose, trust, and team culture. This helps the right person self-select in. - The Application Process Is Clear and Respectful
Using WorkScreen shows thoughtfulness. The post reassures applicants they’ll be reviewed, and that the process is based on real ability—not just resumes.
✅ Why the Entry-Level Relationship Manager Job Post Works
- It Opens with Encouragement, Not Intimidation
By saying, “No experience? No problem,” it immediately lowers the barrier to entry for motivated, coachable candidates—and broadens the talent pool. - There’s a Video to Build Trust
Even entry-level candidates appreciate seeing who they’ll be working with. The short video makes the post warmer, more personal, and more memorable. - The Company Profile (LoopFinance) Reflects a Real Mission
This section tells a story: helping African SMEs grow through fintech tools. It shows why the company exists and gives meaning to the role beyond task execution. - The Responsibilities Are Written for First-Time Professionals
Tasks are clearly explained in plain English. The tone is supportive, and nothing sounds intimidating—perfect for a candidate entering a corporate role for the first time. - The Qualifications Are Inclusive and Encouraging
It explicitly invites applicants from hospitality, retail, or other non-corporate backgrounds to apply. This signals that the company values people skills over pedigree. - Perks & Benefits Are Realistic and Valued by Entry-Level Hires
Health insurance, paid training, flexible hybrid schedules, and a learning stipend speak directly to the needs of early-career professionals. - The “Why This Role Is a Great Fit” Section Connects on a Personal Level
It frames the job as a launchpad, not just a paycheck—emphasizing mentorship, visibility, and real-world impact. That’s what inspires entry-level talent to apply. - The CTA Is Friendly, Direct, and Tech-Enabled
By using WorkScreen and promising clear communication, the company shows respect and modernity. No black hole application experience here.
Bad Relationship Manager Job Description Example (And Why It Fails) ________________________________________
❌ Bad Job Post Example
Job Title:
Relationship Manager
Company:
Confidential
Location:
Nairobi, Kenya
Employment Type:
Full-Time
Job Summary:
We are seeking a Relationship Manager to oversee client accounts, maintain business relationships, and ensure customer satisfaction. The ideal candidate should have excellent communication skills, be able to meet targets, and handle high-pressure situations.
Key Responsibilities:
- Build and maintain relationships with clients
- Provide excellent customer service
- Meet sales and retention targets
- Coordinate with internal departments
- Handle customer complaints
- Submit weekly reports
Qualifications:
- Bachelor’s degree in Business or related field
- 3–5 years of experience in a similar role
- Proficient in Microsoft Office
- Excellent communication and interpersonal skills
How to Apply:
Email your CV and cover letter to careers@confidentialcompany.com. Only shortlisted candidates will be contacted.
❌ Why This Job Post Falls Short
1. The Job Title Is Vague and Generic
“Relationship Manager” on its own says nothing about the industry, seniority, or type of clients. Is this B2B or B2C? Are they managing partnerships or individual accounts? The lack of clarity reduces relevance and discourages top candidates from applying.
2. The Company Is Anonymous
Posting as “Confidential” makes the opportunity feel suspicious and untrustworthy. Candidates want to know who they’ll be working for—especially in a role based on trust and relationships.
3. The Introduction Is Cold and Flat
There’s no mention of the company’s mission, industry, values, or why this role matters. It’s just a generic summary that could have been pulled from a decade-old template.
4. Responsibilities Are Broad and Uninspiring
Phrases like “build and maintain relationships” or “submit weekly reports” are vague and uninspiring. There’s no context, no story, and no sign of impact.
5. No Salary, Perks, or Benefits Mentioned
Leaving out salary and benefits suggests either poor transparency or a lack of care. It’s a major red flag for serious candidates who want to know if this role fits their financial needs and lifestyle.
6. No Culture or Team Insight
The post doesn’t tell you what kind of company this is, what kind of team the candidate would join, or what working there is like. There’s no emotional hook—just tasks.
7. Dismissive Application Process
“Only shortlisted candidates will be contacted” is cold and discouraging. It tells applicants not to expect anything—reinforcing the feeling that their time doesn’t matter.
8. Zero Personality in the Call to Action
There’s no encouragement to apply, no excitement, and no reason to feel good about submitting your resume. It reads like a checkbox, not an opportunity.
This kind of post may attract desperate applicants or mass job seekers, but it will almost certainly turn off thoughtful, skilled candidates—the ones who care about mission, culture, and clear expectations.
Bonus Tips to Make Your Job Post Stand Out
Even if your structure is solid and your tone is warm, these extra touches can elevate your job description from “good” to unforgettable—the kind that great candidates share with their friends.
Here are a few advanced (but easy-to-apply) enhancements that show candidates you care:
✅ 1. Add a Security & Privacy Notice
Scams are everywhere—and top candidates are more cautious than ever. A simple message at the end of your post builds trust and makes your company feel safer to engage with.
Example:
🔒 Important Notice: We take the security and privacy of all job applicants seriously. We will never ask for payment, financial details, or personal banking information during the hiring process.
✅ 2. Mention Leave Days or Flex Time
Don’t just sell the work—sell the life that comes with it. Mentioning paid time off or flexibility makes your post instantly more attractive.
Example:
We offer 21 paid leave days per year (plus 3 flex days) so you can recharge, unplug, and come back refreshed.
✅ 3. Highlight Training & Growth Opportunities
Candidates—especially younger or career-switching ones—want to know there’s a path forward. If you invest in your team’s growth, say so.
Example:
We offer paid training, mentorship, and monthly learning stipends to help you level up your skills and take ownership of your growth.
✅ 4. Include a Loom or YouTube Video
Even a short, unpolished video from the hiring manager can 2x engagement. It brings warmth, personality, and transparency to your post.
Example prompt to your team:
“Record a 60–90 second Loom explaining what your team does, what success looks like in this role, and what you’re looking for in a candidate.”
Embed the link early in the job post, just after the job title or intro.
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
✅ 5. Respect Candidate Time in the CTA
Remind applicants that their time matters. A respectful tone at the end of the job post goes a long way in differentiating your brand.
Example:
We know applying takes time and energy. That’s why we’ve designed a fair and efficient process—no ghosting, no black hole. You’ll hear from us no matter the outcome.
Should You Use AI to Write Your Job Post?
Let’s be honest—AI tools like ChatGPT and Jasper make it tempting to click “generate job description” and be done in 30 seconds.
But here’s the problem:
Generic AI-generated job posts don’t attract great candidates. They attract volume—not quality.
When you rely on AI to create your job post from scratch, you end up with:
- Boring, copy-paste content
- Buzzword-stuffed job summaries
- Posts that could belong to any company in any industry
And worst of all? You risk turning off thoughtful candidates who can spot a lazy job post from a mile away.
❌ The Wrong Way to Use AI
Prompting:
“Write me a job description for a Relationship Manager.”
Output:
A bland wall of bullet points that says nothing about your team, your mission, or your values. It sounds like it was copied from a job board in 2012—and that’s because it basically was.
✅ The Smart Way to Use AI
AI works best when you feed it real context—your voice, your values, your goals.
Here’s how to prompt AI in a way that actually works:
🧠 Example Prompt You Can Steal
“Help me write a Relationship Manager job description for our company, BrightLayer.
We’re a B2B SaaS platform helping marketing teams plan and track campaigns.
We’re hiring someone to manage 15–25 mid-tier clients, help them get results, and grow our relationship with them.
Our culture is fast-moving, collaborative, and customer-obsessed.
We want to attract candidates who are proactive, empathetic, and great communicators.
We offer 20 days PTO, health insurance, and fully remote work.
Here are some notes I’ve already drafted for the job post:
[Paste bullet points you wrote yourself]
Can you help me turn this into a compelling, warm, and specific job description?”
This way, the AI becomes your editor, not your author.
It can help polish tone, improve clarity, and structure your ideas—but the core of the post still comes from you.
Final Reminder
Your job post is your first impression. If it feels like it was written in 30 seconds… that’s how candidates will judge your company.
So yes, use AI. But don’t outsource your voice, your values, or your vision.
Smart Hiring Starts Here WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and
Need a Quick Copy-Paste Job Description?>
✅ Option 1: Conversational Job Description Template (Culture-First Style)
Job Title:
Relationship Manager – Help Clients Grow with [Company Name] | [Location Type] | [$X–$Y Salary Range]
Location: [Location or Remote]
Type: [Full-Time / Part-Time]
Salary: [$X–$Y/year]
Team: [Client Success / Partnerships / Account Management]
Reports to: [Hiring Manager / Director of Client Success]
________________________________________
🎥 Meet the Hiring Manager
Here’s a quick video from our [Hiring Manager or Team Lead] sharing what success looks like in this role—and why it matters to our clients and our company.
👉 [Insert Loom or YouTube Link]
________________________________________
🏢 Who We Are
[Company Name] is a [describe company type — e.g., SaaS platform / financial services firm / B2B consultancy] that helps [target customer] [solve a specific problem or achieve a goal].
We’re growing fast, building a strong, people-first culture, and looking for someone who’s ready to grow with us.
________________________________________
🧠 What You’ll Be Doing
● Act as the primary point of contact for a group of clients
● Run regular check-ins to understand client goals and ensure success
● Work cross-functionally with product, support, and sales to drive client outcomes
● Identify opportunities to grow client relationships
● Track account health and help prevent churn
● Ensure renewals and expansions run smoothly
________________________________________
✅ What We’re Looking For
● 2–4 years in a client-facing or relationship-focused role
● Excellent communicator and problem-solver
● Organized, proactive, and empathetic under pressure
● Experience using tools like [CRM Platform] or [Support Tool]
● Bonus: You’ve worked with [industry] clients or understand [target audience]
________________________________________
🎁 Perks & Benefits
● Competitive salary + bonus potential
● [Remote / hybrid / in-office] flexibility
● days paid time off + company holidays
● Health, dental, and vision insurance
● Monthly learning or wellness stipend
● [Optional: Equipment budget / parental leave / team retreats]
________________________________________
💡 Why This Role Is a Great Fit
This isn’t just a task list—it’s a relationship role with real impact.
You’ll be working closely with decision-makers, solving real problems, and becoming a trusted advisor to the people you serve.
If you’re looking for autonomy, collaboration, and a role that lets you grow with your clients—this is it.
________________________________________
📥 How to Apply
We use WorkScreen to evaluate applicants based on skills—not just resumes.
Click below to start the process. It only takes a few minutes, and we’ll keep you updated every step of the way.
👉 [Insert WorkScreen Apply Link]
________________________________________
✅ Option 2: Structured Job Description Format
(Job Brief + Responsibilities + Requirements)
Job Title:
[Relationship Manager] – [Industry or Client Type] | [Location Type] | [$X–$Y Salary Range]
Location: [Remote / In-Office / Hybrid in City, Country]
Employment Type: [Full-Time / Part-Time / Contract]
Salary: [$X–$Y/year]
Reports to: [Head of Client Success / Account Director]
________________________________________
🎥 A Quick Message from the Team
Check out this short video from our team lead sharing what the day-to-day looks like in this role and the kind of person who will thrive here.
👉 [Insert Loom or YouTube Link]
________________________________________
📌 Job Brief
We’re hiring a Relationship Manager to build strong, lasting connections with clients and help them succeed with [Company Name]’s products and services.
You’ll manage a portfolio of accounts, resolve issues, and proactively help customers achieve their goals.
________________________________________
📝 Responsibilities
● Own and manage client relationships end-to-end
● Run onboarding, check-ins, and renewal conversations
● Collaborate with internal teams to deliver on client needs
● Identify upsell opportunities and surface client feedback
● Maintain CRM data and track account health metrics
________________________________________
🧩 Requirements
● [2–5] years in Customer Success, Account Management, or similar
● Strong communication and relationship-building skills
● Comfortable navigating client concerns and offering solutions
● Familiarity with [CRM or project management tool]
● Bonus: Experience in [your industry] or with [client type]
________________________________________
🎁 Perks & Benefits
● [Remote/hybrid/in-office] flexibility
● Health, vision, and dental insurance
● Paid time off and company holidays
● Performance bonuses or profit sharing
● Learning and development budget
● Collaborative, mission-driven team culture
________________________________________
📥 How to Apply
Apply through WorkScreen below.
You’ll complete a short, skill-based task designed to highlight your strengths in real-world scenarios. No fluff, no keyword guessing—just a fair shot to show what you can do.
👉 [Insert WorkScreen Apply Link]
What Happens After You Write a Great Job Post?Let WorkScreen Handle the Next Step
So, your job description is done. It’s clear. It’s honest. It actually reflects your company’s culture.
Now what?
Here’s the truth:
Even the best job post won’t protect you from bad hires if your evaluation process is broken.
You still need to figure out:
- Who can actually do the job?
- Who’s just applying to everything with ChatGPT?
- Who’s serious—and who’s just spraying and praying?
That’s where WorkScreen comes in.
✅ WorkScreen helps you:
● Spot your top candidates faster
WorkScreen automatically evaluates, scores, and ranks applicants based on how they perform in a short task—so you instantly see who’s most promising, without sifting through a hundred resumes.
● Test real skills, not just resumes
Instead of guessing from credentials or job titles, you’ll get a real signal:
Can this person actually think through the kind of challenges they’ll face on the job?
● Eliminate low-effort or AI-padded applicants
WorkScreen filters out people who use ChatGPT to auto-apply, copy-paste their way through questions, or rush through with no thought. You’re left with serious, committed candidates who genuinely want the role.
💡 Why It Works
If you’re hiring for a Relationship Manager—or any role that requires judgment, communication, and follow-through—you need more than a resume and a cover letter.
You need a way to see how someone thinks, how they respond, and how they show up when it matters.
👇 Ready to hire smarter? Head to www.workscreen.io and create your first job post. Or use one of the templates above, plug it into WorkScreen, and start evaluating candidates the smarter way. No guesswork. No ghost jobs. Just better hiring.
FAQ
While technical tools and industry knowledge can help, the best Relationship Managers are built on soft skills and mindset. Look for candidates who demonstrate:
- Emotional intelligence – they can read between the lines, handle tension gracefully, and know how to connect with different personalities.
- Proactive communication – they don’t wait for problems to escalate; they stay in touch and get ahead of issues.
- Strategic thinking – great RMs look beyond today’s task and think about long-term growth.
- Follow-through – when they say they’ll do something, they do it.
- Adaptability – they’re comfortable switching between handling feedback, solving issues, and identifying opportunities—all in a single day.
You can test many of these through scenario-based questions or a simple WorkScreen evaluation.
It depends on the industry, location, and experience level, but here are some general benchmarks:
- Entry-level Relationship Manager: $45,000–$60,000/year
- Mid-level Relationship Manager: $60,000–$85,000/year
- Senior/Strategic Relationship Manager: $85,000–$120,000+/year
In tech, SaaS, and finance, compensation often includes performance bonuses or commissions tied to client retention, satisfaction, or expansion.
Always include a salary range in your job post—it builds trust and attracts more serious, qualified candidates.
It depends on your company’s structure.
Some companies split Relationship Management (support and retention) from Account Management (growth and upselling). But in many modern orgs—especially in SaaS—it’s common for RMs to own renewals, expansion, or at least help surface upsell opportunities.
If you expect this, make it clear in the job post. Some candidates are great at nurturing but uncomfortable with sales—and vice versa.
They often overlap—but there’s a subtle difference:
- A Customer Success Manager (CSM) is usually more focused on onboarding, product adoption, and value realization—especially in SaaS companies.
- A Relationship Manager (RM) is often more strategic—focused on retention, account growth, and long-term relationship building.
That said, the lines are blurry. Many companies use these titles interchangeably. What matters is that your job post clearly explains the scope—not just the title.
