Relationship Manager

Responsibilities

• Serve as a trusted advisor and partner for clients, acting as the voice of the customer
• Manage client requests and provide timely, results-based customer service
• Act as a liaison between clients and internal teams including Accounts Payable, Accounts Receivable, Operations, and Support
• Project manage client requests to ensure transparent communication and timely resolution
• Support associations by granting user access and triaging issues
• Gather documentation needed for bank account setup and reconciliations
• Handle customer escalations and answer inquiries via phone or Zendesk
• Track KPIs such as customer satisfaction, retention rates, and revenue growth

Requirements

• 2+ years of experience in Customer Success or Account Management
• Strong customer service and project management skills
• Ability to prioritize workload and meet deadlines in a fast-paced environment

Preferred Qualifications

• Experience using Asana or other project management tools
• Background in accounting, bookkeeping, or community association management

About the Company

Enumerate provides specialized management solutions and software for community associations.