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Relationship Management Associate Jobs (NOW HIRING)

The CRM executes the established scope of plan, delivering solutions to the client within the ... Associates Degree or +5 years experience preferred Demonstrate success in a client facing role with ...

CRM Coordinator

Columbia, MO · Remote

$20.20/hr

Reporting to the Associate Director of CRM Operations, this position assists with data entry, reporting, system documentation, and user support to ensure the CRM operates efficiently and effectively.

CRM Coordinator

Columbia, MO · On-site

$20.20/hr

Reporting to the Associate Director of CRM Operations, this position assists with data entry, reporting, system documentation, and user support to ensure the CRM operates efficiently and effectively.

CRM Coordinator

Springfield, IL · On-site

$50K - $60K/yr

Qualifications • Associate degree required; Bachelor's degree preferred. • Minimum of 5 years ... As a CRM Coordinator, you will play an important role in supporting customer engagement strategies ...

CRM Coordinator

Springfield, IL · On-site

$50K - $60K/yr

Qualifications • Associate degree required; Bachelor's degree preferred. • Minimum of 5 years ... As a CRM Coordinator, you will play an important role in supporting customer engagement strategies ...

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Relationship Management Associate information

See salary details

$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.

What cities are hiring for Relationship Management Associate jobs? Cities with the most Relationship Management Associate job openings:
What are the most commonly searched types of Relationship Management jobs? The most popular types of Relationship Management jobs are:
What states have the most Relationship Management Associate jobs? States with the most job openings for Relationship Management Associate jobs include:

Job description

Job SummaryThe Alta Client Revenue Manager work and support their assigned team in Revenue Cycle Services for their assigned clients. The CRM executes the established scope of plan, delivering solutions to the client within the determined project SLA. Responsible for coordinating timeline and all resources internally to achieve timely results.

Works closely with the software Implementation Specialists to coordinate software and billing deadlines and go-lives. Works with US based and overseas CRM managers on the RCS team, coordinating work as needed. The CRM is required to manage multiple projects and project types concurrently.

Scope of work will include new & current client implementation agreements change orders for additional services post implementation.?. The CRM oversees new & existing credentialing updates, customer/patient support team & offshore team daily functions. CRM works to clarify communication, address questions and concerns, mediate conflict, and maintain order.'Essential Functions Serve as a manager liaison between IOC & Alta offices to ensure smooth delivery on all client deliverables according to contracts

Oversee client invoicing process and ensure client profitability. Partake in client kick-off calls with the ECL Implementation Specialists, driving the enrollment and registration process for all medical billing needs. Provide innovative solutions to both clients & internal teams in revenue cycle process.

Oversee the E-bridge batch routing process and ensure TAT for all batches, including query resolution, improvement practices, ETC. Work as a communication agent between the client and EDI Specialist, confirming all enrollment forms (paper and digital) are processed Manage client termination requests including documentation, team work flow, PMS access terminated, Final reports sent, E-bridge, Smartsheet, etc. Coordinate weekly or bi-weekly meetings with clients, specifically their billing staff.

Provide training & education to both Alta & IOC offices where required. Onboard all new clients into RCM related processes and ensure smooth delivery on all areas. Oversee setup and registration for clearinghouse, patient statements, ERA/EFT Enrollment, credentialing, payor portals for new and existing clients Standardize work-flow processes throughout the revenue cycle to assist in achieving consistency Write or revise client Standard Operating Procedures (SOPs).

Obtain all technical setup for the RCS team from the clients or ECL Supports IT (RDP connections, software logins, VPNs) Identify and achieve quarterly goals (rocks) based upon the Rockefeller methodology. Actively monitor KPI's and TAT across the team scopes Knowledge KSAs Medical billing experience and Revenue Cycle Service experience required Associates Degree or +5 years experience preferred Demonstrate success in a client facing role with a medical practice. Experience working successfully with Off & On shore operations.

Strong verbal and written communication skills Moderate skills in Microsoft Excel, Word, Powerpoint, Teams, & Outlook Experience with EMR, PM, Optical, or ASC software preferred Medical clinic workflow experience beneficial