Posted 2 months ago
Relationship Manager
AI Summary
Relationship Manager focused on managing and growing a B2B client portfolio, identifying upsell opportunities, and coordinating cross-functional efforts to renew and expand SAVii's payroll services for enterprise clients.
About this role
SAVii is the leading financial wellness platform in the Philippines, dedicated to revolutionizing the employee benefits landscape. Founded in 2017, we provide 360-degree salary-linked wellness services that empower HR leaders to support their teams' financial health.
Important Note for Applicants:
SAVii was recently acquired by GoTyme Bank, the country’s fastest-growing digital bank. While this position is hosted on the GoTyme Bank career page, you are applying specifically for a role within the SAVii organization. This partnership allows us to leverage GoTyme’s banking infrastructure to further our mission of financial inclusion.
Our Culture
At SAVii, we operate under a remote-first philosophy, prioritizing results and employee well-being. We foster a culture of collaboration, respect, and continuous professional growth. Our environment is fast-paced and execution-oriented, designed for individuals who are comfortable challenging the status quo and taking ownership of their contributions.
Your Impact: Key Responsibilities
- Build and maintain strong relationships with key client stakeholders
- Identify and qualify upsell and cross-sell opportunities to all targeted client accounts - with a primary focus on upselling to the existing B2B client base.
- Develop and execute strategic plans to grow and expand SAVii’s existing B2B accounts, with a focus on upselling and cross-selling SAVii and Gotyme payroll services.
- Handle contract renewals to ensure continuity, account retention, and portfolio growth.
- Collaborate with Sales, Marketing, Product and other relevant stakeholders to structure proposals, secure approvals, and close expansion deals.
- Work closely with Relationship Managers to design and implement strategic account approaches that strengthen client partnerships, drive engagement, and maximize business opportunities.
- Track and forecast account growth pipeline; meet assigned portfolio revenue and uptake targets.
- Monitor client performance, usage trends, and account health to identify expansion opportunities or potential risks.
- Monitor client satisfaction and proactively address client questions or concerns, risks to retention and account stability.
- Keep CRM and all relevant tools well-documented and updated with stakeholder maps, engagement records, and opportunity movement.
- Adhere to company policies, standards and confidentiality protocols in handling client and business information.
- Perform additional duties as assigned to support overall client success and business growth
Qualifications: Skills & Experience
We are seeking candidates with the following credentials:
- Strong track record in driving and converting enterprise-level sales opportunities
- Minimum 1 year of account management or client-facing roles such as project management, implementation, operations management, or product management
- Experience as a sales executive or client relationship manager would be an advantage
- Strong people person and an expert in two-way communication (oral and written)
- Ability to build relationships, influence others, and obtain results through working with others
- Organized, high-energy, and results-driven, capable of being a leader within the company
- Superior problem-solving skills, ability to identify issues, root causes, and solutions
- Able to work with a diverse team
- Can talk to both top executives of multinational companies and top “old-school” local executives of the local companies
Why Join SAVii?
Joining SAVii means contributing to a platform that directly improves the lives of thousands of employees. We offer a competitive benefits package, flexible work arrangements, and a professional environment that encourages diversity and innovation.
Commitment to Diversity & Inclusion
SAVii is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and believe that a diverse range of perspectives is essential to our success as a fintech leader.
Application Process
If you are a driven professional looking to make a meaningful impact in the financial wellness space, we invite you to apply.
Skills
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