Job description
📍Remote | 💼 Client Growth & Revenue | 🎯 Existing Book of Business
👋 Hi, I’m Katie and I’m looking for a client whisperer with sales instincts to join our high-impact Relationship Management team. If you’re equal parts empath and closer and excel at finding hidden growth in existing enterprise client relationships, this role might have your name on it.
This is not a farming role in disguise. Our best RMs build revenue while building relationships. If you thrive on deep enterprise client partnerships, asking smart questions, and spotting opportunities others miss, we want to meet you.
What You’ll Be Doing
You’ll manage and grow an existing book of business, turning satisfied clients into raving fans and bigger revenue streams.
🧠 Know your clients deeply Understand their business models, uncover pain points, and offer solutions that unlock new value through Dwolla’s platform.
📈 Own the numbers You’ll be on the hook for retention and revenue growth goals. This includes cross-sell, upsell, and expansion targets.
🤝 Build trust, early and often Run strategic business reviews, help clients map future-state opportunities, and keep them looped into new product capabilities.
🧰 Work smart (not just hard) Leverage Salesforce, Slack, AI tools, and other modern tech to track growth opportunities and boost efficiency.
📣 Be the client’s voice Channel feedback into our Product and Engineering teams so we’re building what they actually need.
📊 Collaborate and close loops Work cross-functionally with CX, Marketing, Sales, and other teams to keep client experience tight and client goals on track.
A Day in the Life (Ballpark Breakdown)
🔵 70% – Client meetings, strategic touchpoints, opportunity spotting
🟢 15% – Collaborating cross-functionally (Product, Engineering, Marketing)
🟡 15% – CRM updates, reporting, internal planning
Yes, you’ll live on Google Meet, hope you like video calls! 🎦
You’ll Thrive Here If You’re…
💬 A communicator with range – Written, verbal, on a call or in Slack, you know how to tailor a message and keep conversations productive.
🧩 A natural problem solver – You don’t just identify issues; you bring options, ideas, and energy
🎯 Sales-minded and client-obsessed – You care about client outcomes and hitting revenue targets and don’t believe those goals are mutually exclusive.
✅ Self-accountable – You do what you say you’ll do. You close loops. You bring visibility.
🚀 Change-friendly – You know startups move fast, and you’re energized, not rattled, by that.
What We’re Looking For
✅ Must-Haves
➡ 3+ years in relationship management, sales, or client success (ideally in SaaS or fintech)
➡ Proven track record of meeting/exceeding sales and retention targets
➡ Experience managing a book of business or client portfolio
➡ Confidence with Salesforce, Slack, G Suite, and AI tools
➡ Solid reporting, forecasting, and cross-functional communication skills
💯 Bonus Points
➡ Experience in the payments or fintech ecosystem
➡ Background in contract negotiation and renewals
➡ Strategic thinker who’s contributed to process or GTM improvements
Salary Transparency & Travel Expectations
Dwolla anticipates the base salary range for this position is between $78,500 - $114,500 and will include an incentive compensation package and stock options. We want to emphasize that compensation decisions are dependent on a number of candidate-specific factors such as relevant work experience, education, licensure/certifications, geographic location, etc and the salary awarded will be finalized at the time of offer. In addition, Dwolla offers a comprehensive benefits package as outlined below.
Some travel may be required for client meetings, key events, and industry conferences.
What You’ll Get at Dwolla
At Dwolla, we move money, lots of it, through simple, elegant API solutions. We’re a team of smart, driven people building the future of embedded finance.
As a remote-first team, we support your autonomy while providing tools, flexibility, and a culture rooted in ownership and inclusion.
When you join the Dwolla team, you get these great perks:
⭐ Unlimited Paid Time Off (with a mandatory PTO minimum of 5 days every 4 months 😎)
⭐ 12 weeks paid parental leave
⭐ Medical, dental and vision insurance (Health plan options include FSA & HSA options and more…)
⭐ Stock options
⭐ 401k (with 4% company match)
⭐ Long-term disability insurance
⭐ Life insurance
⭐ Summer Fridays (Memorial Day - Labor Day, we sign off at noon 😎)
Our Remote-First Workspace
⭐ Our employees can work from anywhere in the US or from our Des Moines office.
⭐ You can move anywhere in the US and your compensation won’t change.
⭐ Combined with our unlimited PTO, you have the flexibility to enjoy the laptop lifestyle and balance work while traveling.
⭐ We actively support a healthy remote-first company culture by frequently providing both in-person and virtual opportunities for collaboration with co-workers.
⭐ We never miss a beat… by working both synchronously and asynchronously in our day-to-day interactions we’re able to stay full-steam ahead.
⭐ Remote-first home office stipend (and paid parking for our office-loving employees)
❗Please note: While we support a remote-first work environment, we are currently only able to offer employment to candidates who live in the United States
**Some Fine Print**
At Dwolla, we value diversity and hold the core belief that the best teams are built by the inclusion of diverse ideas, experiences, and people. If you require a reasonable accommodation or assistance for any part of the interview and employment process, please contact Katie Spellman (Talent Recruiter) at [email protected] and let us know the nature of your request. If offered this position, you will be asked to complete an employment and credit verification authorization form (which allows us to run a background check) as part of our employment process. By submitting this application, you agree that Dwolla may share applicant information with a third party for communication services.
Beware of Hiring Scams: Be wary of fraudulent job postings or communications claiming to be from Dwolla. We will never ask for payment, credit card details, or sensitive personal information (like your social security number or bank details) during our comprehensive interview process. We do not conduct interviews via text message or instant messaging apps. If you are contacted by someone claiming to represent Dwolla attempting to conduct the hiring process through text message or instant messaging apps, it is a scam. All interviews, communications, and legitimate job offers will be initiated through official company channels and verifiable @dwolla.com email addresses. If you suspect a scam, please do not engage and report it to [email protected].
