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Relationship Management Associate Jobs (NOW HIRING)

SeatGeek

CRM Associate

New York, NY · Remote

$63K - $92K/yr

As an associate on the CRM marketing team, you'll play an instrumental role in how SeatGeek communicates with its customers and clients. You'll be experimenting with email, push, and SMS marketing ...

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Relationship Management Associate information

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$25K

$47.1K

$67K

How much do relationship management associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for relationship management associate in the United States is $47,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $50,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Relationship Management Associate, and why are they important?

To thrive as a Relationship Management Associate, you need strong interpersonal skills, a background in business or finance, and experience in client service or account management. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific certifications like FINRA licenses are commonly required. Excellent communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These abilities are vital for fostering long-term client relationships and contributing to the organization's growth and reputation.

What does a Relationship Management Associate do?

A Relationship Management Associate is responsible for supporting client relationships, ensuring customer satisfaction, and assisting Relationship Managers with account management tasks. They communicate regularly with clients, address their inquiries, and help resolve issues promptly. Additionally, they may assist in preparing reports, conducting research, and coordinating with internal teams to meet client needs. Their role is essential in maintaining strong, long-term client partnerships and contributing to the overall success of the organization.

What are some typical challenges faced by a Relationship Management Associate, and how can they be addressed?

Relationship Management Associates often face challenges such as balancing the needs of multiple clients, handling urgent requests, and maintaining strong communication across teams. To address these, it's important to prioritize effectively, use robust organizational tools, and develop strong interpersonal skills. Regular check-ins with clients and collaboration with internal stakeholders can help ensure expectations are aligned and issues are resolved quickly.

What is the difference between Relationship Management Associate vs Client Services Associate?

AspectRelationship Management AssociateClient Services Associate
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, customer service experience
Work EnvironmentFinancial institutions, corporate client managementBanking, financial services, customer support
Employer & Industry UsageInvestment firms, banks, wealth managementBanks, financial institutions, service providers
Common Search & ComparisonYesYes

The main difference is that a Relationship Management Associate focuses on building and maintaining long-term client relationships, often in financial sectors, while a Client Services Associate primarily handles day-to-day client inquiries and support. Both roles require strong communication skills and customer service experience, but the Relationship Management Associate typically involves more strategic engagement with clients.

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What are the most commonly searched types of Relationship Management jobs? The most popular types of Relationship Management jobs are:
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Relationship Management Associate jobs near you
CRM Associate

CRM Associate

Mathematical Association of America

Washington, DC • On-site

Other

Posted 3 days ago

Job description

Description

JOB SUMMARY:

The CRM Associate works with the Manager of Data and Business Analytics to help administer the Fonteva database and potentially other Salesforce based-integrated systems. As the CRM Associate, you will provide technical expertise to the CRM users and wider business, while also conducting vital audits, project support and administrative duties. In recent years, the MAA has expanded the use of our CRM to reinvigorate out-of-date processes, sunset antiquated hardware systems and to streamline business practices. The CRM Associate will be an integral part of the team maintaining the CRM system, its day-to-day administration, integration with our Wordpress website, integration to our marketing email system, integration with the mathematics competitions registration portal and future implementations. The CRM Associate will also help update and revise training materials as needed and will assist with ongoing staff training.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

Essential functions may include, but are not limited to the following:

  • Assists in administration of CRM system.
  • Assists with the implementation, configuration, and management of Fonteva applications, ensuring optimal performance and user experience.
  • Assists with configurations to meet specific organizational needs such as settings, fields, workflows, automations, analysis, reports, and dashboards.
  • Assists with recurring and ad-hoc imports and exports, file transfers between external systems, email marketing systems, community/HL, accounting software and other systems to help maximize system efficiency.
  • Ensures the database supports our membership structure including the collection of data; the renewal/invoicing processes and other personalized communications.
  • Assists with the creation of list/data pulls for specific campaigns, based on department specified specs.
  • Helps develop and formulate standards and procedures for database and email use.
  • Helps to maintain the integrity of the data.
  • Assists with the cleanup and dedupe tasks within the CRM as much as possible.
  • Assists in orientation and training to familiarize new users with the functionality of the system.
  • Assists with creating and maintaining user accounts.
  • Assists with the development of training manuals and help documents, keeping them up to date with changes made in the system.
  • Provides troubleshooting/QA and acts as the first line of support for stakeholders working on deliverables and encountering errors or technical issues within the CRM.
  • Other tasks and projects as assigned.

Requirements

  • Education requirement: Bachelor's degree or equivalent work experience and training. 
  • Minimum 3+ years of progressive experience working with Fonteva or Salesforce CRM database(s).
  • HTML knowledge preferred.
  • Proficient in MS Excel, Office suite, other commonly used business applications; demonstrated ability to learn new systems.
  • Strong analytical skills.
  • Experience leading training is preferred but not required.
  • Ability to work closely and cooperatively with a range of individuals with diverse interests, backgrounds, dispositions, and staff levels.
  • Ability to manage competing priorities and operate in a fast-paced environment.
  • Must possess strong communication skills including the ability to effectively present information and respond to questions from staff.
  • Must be responsive to user needs and inquiries.
  • Must be able to exercise autonomy in the position, as well as serve as a team player.


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