Relationship Manager

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, AdvicePay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients. As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that AdvicePay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

About the Position

The Relationship Manager (RM) at AdvicePay (AP) builds and manages trusted relationships with a portfolio of assigned customers, with a primary focus on customer health, retention, and expansion. If you love partnering closely with customers, demonstrating clear business value, and working directly with decision-makers, this is the role for you. The goal of the RM is to elevate AdvicePay from a software platform to a mission-critical business partner, helping customers successfully transform and scale their fee-for-service programs.

In this role, you’ll grow our existing enterprise business with minimal supervision, owning both the strategic and tactical oversight of customer account plans and renewals. The Relationship Manager drives revenue growth while ensuring the overall health and long-term success of customer relationships, making this an ideal role for someone who thrives on ownership, strategy, and building meaningful partnerships.

What You’ll Be Doing

Customer Renewals and Revenue Growth

• Own AdvicePay’s enterprise customer renewal process from start to finish by proactively managing, monitoring, and executing customer renewals, ensuring timely and successful contract renewals.

• Develop, execute, and share account plans to bolster long term retention and maximize lifetime value for Enterprise customers, ensuring CSMs and all other relevant stakeholders are aware of account plans and goals.

• Serve as the subject matter expert on Enterprise customer contracts, maintaining a deep understanding of existing contracts.

• Responsible for drafting renewal contract and/or amendment documents, negotiating renewal terms, and navigating contractual red lines.

• Responsible for identifying at-risk customers and working cross-functionally to resolve issues and drive customer satisfaction.

• Develop and implement strategies for identifying opportunity space within existing accounts and developing account plans to drive expansion.

• Track and report on expansion opportunities associated with existing customers.

Relationship Health

• Serve as AP's strategic partner for your assigned customer portfolio by cultivating and maintaining meaningful relationships with key stakeholders. 

• Liaise with AdvicePay’s Customer Success Managers to ensure Customer Success Plans are developed, refined, and utilized to help our customers achieve their stated business goals.

• Proactively identify and create impactful interactions with our customers including, but not limited to sending launch gifts, thank-you cards, and other personalized tokens of appreciation, with the goal of consistently surprising and delighting at every opportunity.

• Maintain detailed and accurate records of key customer stakeholders and relationships in AdvicePay’s tech stack including tools such as Hubspot, Helpscout, and Notion. 

• Follow AP’s customer engagement model to conduct regular check-ins and touchpoints with your customers to ensure satisfaction, gather feedback, and ensure product adoption.

• Ensure AdvicePay internal stakeholders understand relationship risks, opportunities, and how customers are evaluating AdvicePay at all times - communicate this regularly via updates and key account reviews internally.

Business Reviews

• Own AdvicePay’s strategic business review process, inclusive of business review strategy, business review cadence and scheduling, business review material preparation, and business review execution.

• Schedule and attend customer site visits and in-person strategy and/or work sessions 

Internal Collaboration and Cross-Functional Support

• Work closely with Customer Support, Sales, Product, and Marketing teams to ensure customers’ needs are met and exceeded.

• Partner with the Customer Success onboarding team to ensure smooth transitions and successful product adoption for new customers.

• Serve as the primary contact for billing inquiries within an assigned portfolio of customers, resolving discrepancies, educating customers on billing processes, and collaborating with internal teams to ensure accurate and timely solutions.

Fee-for-Service Expertise

• Leverage fee-for-service financial planning subject matter expertise to build a consultative relationship with Enterprise customers’ leadership and administrative teams on how to grow their fee-for-service programs utilizing AdvicePay software and services.

• Create and/or share AdvicePay content (webinars, newsletters, blog posts, live talks, etc.) with Enterprise leadership teams and their advisors on topics relating to AdvicePay functionality and fee-for-service practice management.

• Make recommendations to the Head of Customer Success for which customer conferences AdvicePay should attend; attend conferences and talk to decision-makers and advisors to promote AdvicePay.

• Other duties as assigned

Measurables:

• Enterprise customer retention

• Enterprise revenue growth

• Enterprise user count growth

• Business Reviews/In-person meetings

The Deets

• Start Date: ASAP

• Status: Exempt, Full-time (40-45 hours/week)

• Location: Bozeman, MT

• Department: Customer Success

• Reports to: Head of Customer Success

• Travel: 15%

Compensation & Benefits

• Salary: $106,466 - $120,663/year based on skills and experience for the role (please note this salary is inclusive of total earnings for this role. We do not have a commission or bonus structure at AdvicePay)

• Flexible paid time off days to maintain work-life harmony (we encourage and support that you take at least 3 weeks off per year!)

• 11 paid holidays when the office is closed

• 401(k) with match - you put in 6% and we put in 4.5%

• 12 weeks of paid parental leave for the birth or adoption of a child

• Health benefits package provided of up to $450/month for an individual, $1000/month for families

• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options

• Employer-paid life insurance

• Employer-paid long-term disability coverage

• Up to $1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee

• $250/quarter to spend on yourself specific to our core value of “Be Well Being You”

• $500 donated to a non-profit organization of your choice when you volunteer 40 hours/year

• $2,000/year in Professional Development funds

• A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years

• Subsidized employer-sponsored childcare through our partner daycare program for Bozeman area Team Members

• Pet insurance

• Company-owned laptop provided

Please see our Team Member Handbook to learn more about the benefits and perks we offer!

What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!)

• 4+ years of experience in a high-touch, customer-facing role such as Customer Success, Account Management, Relationship Management, Sales, or Professional Services in a fast-paced environment (required).

• Demonstrated experience owning customer renewals, driving retention, and identifying opportunities for revenue expansion within an existing book of business. (required)

• Proven ability to build trusted relationships with senior stakeholders and decision-makers, navigating complex organizations with confidence and care.

• A consultative mindset - you love understanding a customer’s goals, challenges, and “why,” and translating that into clear business value.

• Strong organizational skills with the ability to manage multiple accounts, priorities, and timelines simultaneously while maintaining a high-quality customer experience.

• Comfort with contract discussions and negotiations, including reviewing terms, navigating redlines, and partnering cross-functionally to get deals across the finish line.

• Excellent written and verbal communication skills, with the ability to tailor your message from end users to executive audiences.

• A proactive, self-directed working style - you take ownership, thrive with minimal supervision, and enjoy being accountable for outcomes.

• High sense of personal responsibility and integrity (required).

• An understanding of and strong alignment with our core values (required).

• Legally authorized to live and work in the United States (required).

What Will Make You Stand Out From the Crowd

• Experience working in a SaaS environment with enterprise customers and long-term, relationship-driven sales or renewal cycles.

• Background in financial services or financial planning (e.g., working with advisors, firms, or fintech products supporting advisors).

• Experience leading or participating in strategic business reviews, in-person customer meetings, or on-site visits.

• Familiarity with tools like HubSpot, HelpScout, Notion, or similar CRM and customer engagement platforms.

• A knack for creating memorable customer moments - whether through thoughtful outreach, creative engagement, or simply showing up when it matters most.

• CERTIFIED FINANCIAL PLANNER™ professional designation.

Application

• In lieu of a cover letter, please respond to the following prompt in 2–3 paragraphs:

  The Relationship Manager role at AdvicePay is directly responsible for driving enterprise customer retention and revenue expansion. In 2–3 paragraphs, describe your most significant achievement in a previous role listed on your resume related to customer retention, account expansion, and/or contract negotiation.

  In your response, please share enough detail for us to understand the situation, your specific role, and the impact of your work. We’re interested in how you approached the opportunity or challenge, the actions you personally took, and the outcomes for both the customer and the business.

• Resume (to be uploaded)

Note on AI use: While AI is a useful tool for refining your work, please ensure this response is primarily in your own words and reflects specifics from your own experience. We're interested in seeing your unique communication style and personality shine through.

Applications will be reviewed as they are received. Please note that we review every application individually, and because our team is small, we’ll be closing this posting once we’ve received a manageable number of applicants (around 50 - 75). If you’re interested in this role, we encourage you to apply sooner rather than later - we don’t want you to miss the window!

Process

1. Initial phone screen answering a few short questions about AdvicePay and the position

2. First-round interview with the hiring manager

3. Work sample

4. Final round, including:

   • Company Core Values interview

   • An informal coffee chat to get to meet some current AP team members

   • Executive team member interview

   • Final wrap interview with the hiring manager

Our typical hiring process takes 4-6 weeks from when we first post the job to when we extend a final offer

After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk/Spam folder or a Promotions tab)

AdvicePay believes that our Team Members, and the individual identities and experiences of our Team Members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our Team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.