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Virtual Relationship Manager Jobs (NOW HIRING)

The Relationship Manager will maintain the highest level of client trust ensuring client retention ... on-site or virtual client meetings on a regular basis with an emphasis on client growth ...

The Relationship Manager will maintain the highest level of client trust ensuring client retention ... on-site or virtual client meetings on a regular basis with an emphasis on client growth ...

Relationship Manager II

Redwood City, CA · On-site

$126K - $176K/yr

... and virtual event session. * Collaborates extensively and provides leadership to internal ... Relationship Management, Trusts Anticipated Posting End Date: 2026-08-31 Base Pay Range: $126,000 ...

The CRM will create and nurture long-term relationships with customers, resolve any issues that ... Prepare and host informal and formal in person or virtual marketing events; including planning ...

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Virtual Relationship Manager information

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$28K

$80.7K

$140.5K

How much do virtual relationship manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for virtual relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What are the main challenges faced by virtual relationship managers when building trust with clients remotely?

Virtual Relationship Managers often face the challenge of establishing rapport and building trust with clients without the benefit of face-to-face interactions. They need to be proactive in communication, use video calls effectively, and ensure prompt follow-up to demonstrate reliability. Understanding client needs remotely requires strong listening skills and the ability to personalize service through digital channels. Overcoming these challenges is key to maintaining long-term client relationships and achieving success in the role.

What is the difference between Virtual Relationship Manager vs Customer Service Representative?

AspectVirtual Relationship ManagerCustomer Service Representative
CredentialsRelevant certifications in finance, banking, or client managementBasic customer service training or certifications
Work EnvironmentRemote, client-focused, often in financial or banking sectorsCall centers, retail, or online support roles
Employer & IndustryFinancial institutions, banks, wealth management firmsRetail companies, telecoms, service providers
Search & Comparison IntentUnderstanding client relationship roles, financial services jobsCustomer support, call center jobs

The Virtual Relationship Manager primarily focuses on managing client relationships remotely within financial sectors, requiring specialized certifications. In contrast, Customer Service Representatives handle general customer inquiries across various industries, often with basic training. While both roles involve communication and client interaction, the Virtual Relationship Manager's role is more specialized and client-centric, often involving financial products and services.

What are the key skills and qualifications needed to thrive as a virtual relationship manager?

To thrive as a Virtual Relationship Manager, you need strong interpersonal skills, customer service expertise, and a background in sales or financial services, typically supported by a relevant degree or professional certification. Familiarity with CRM platforms, digital communication tools, and online banking systems is essential for the role. Exceptional communication, active listening, and problem-solving abilities help build trust and rapport with clients remotely. These skills are crucial for effectively managing client relationships, driving customer satisfaction, and achieving business targets in a virtual environment.

What is a virtual relationship manager?

A Virtual Relationship Manager is a professional who manages client relationships remotely, often using digital tools such as video calls, emails, and chat platforms. They typically work for banks, financial institutions, or customer service organizations, providing personalized support, financial advice, and tailored solutions to clients without the need for face-to-face meetings. This role focuses on maintaining strong client engagement, addressing concerns, and helping clients meet their financial or service-related goals in a convenient and efficient manner.
What cities are hiring for Virtual Relationship Manager jobs? Cities with the most Virtual Relationship Manager job openings:
What states have the most Virtual Relationship Manager jobs? States with the most job openings for Virtual Relationship Manager jobs include:
What job categories do people searching Virtual Relationship Manager jobs look for? The top searched job categories for Virtual Relationship Manager jobs are:
Infographic showing various Virtual Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Account & Relationship Manager

Wolters Kluwer

New York, NY • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago


Wolters Kluwer rating

9.0

Company rating: 9.0 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

33rd of 242 rated software companies


Job description

Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

Who We Are: Wolters Kluwer: The world is a big place, find your place here.

Client Solutions: Wolters Kluwer Solutions and Software Directory | Wolters Kluwer

What We Offer:

The Account & Relationship Manager role offers growth potential opportunities, professional development, an engaging team environment, the ability to work a hybrid schedule (in-office 2-days a week), and amazing benefits.

Office Locations: Contact Wolters Kluwer | Wolters Kluwer

What You'll be Doing:

The Account & Relationship Executive is a quota-carrying team member responsible for building and maintaining effective long-term relationships with customers across industries to create demand for our products and services. The Senior Account & Relationship Executive is accountable to achieve their quota for the assigned book of business through directly selling products in the customers' existing product lines. This includes driving transactional adoption, pursuing and driving renewal transactions, and pursuing up-sell opportunities. The Account & Relationship Executive is responsible for leveraging data to understand customer usage patterns and identifying opportunities to improve adoption, pursue a renewal, pursue incremental revenue (up-sell) within the customer's existing products, or identify potential leads for an Account Executive to pursue a cross-sell opportunity. The Account & Relationship Executive will conduct quarterly business reviews with customers to understand existing product usage, advise on best practice use cases and behaviors, and educate on optimal use of offerings to maximize value and increase revenue spend.

Key Tasks:

  • Researches and gathers information on current customers and their needs.

  • Monitors and interprets product usage data for an assigned book of accounts to identify opportunities to improve adoption, pursue renewal opportunities, up-sell within existing products, or identify opportunities for a Sales Rep to cross-sell.

  • Develops customer relationships for an assigned book of accounts with primary focus on improving product use/adoption, executing renewals, up-selling business and direct sales within existing product lines.

  • Adheres to defined onboarding and training processes to effectively promote customer adoption of CS offerings.

  • Adheres to defined sales methodology and sales processes to execute renewal and up-sell opportunities.

  • Identifies leads for cross-sell opportunities and share them with Sales Reps to pursue.

  • Directly sells products within the existing customer base.

  • Collaborates with Account Executive to complete annual account reviews with customers to facilitate customer retention.

  • Works with Account Executive to transition customers from contract-signing to post-sale support with a Customer Success Specialist.

  • For high strategic opportunities, works with Account Executive, Technical Sales, and Sales Support to pursue and close opportunities for Compliance Solutions products at customer accounts.

  • Maintains a clean and accurate pipeline in CRM.

Performance Metrics:

  • Individual quota attainment; achievement of renewal target and up-sell targets

  • Customer adoption target attainment: improvements in customer adoption of current portfolios (month over month or quarter over quarter)

  • Number of leads identified and communicated to Account Executive

  • Customer satisfaction scores and retention rates

  • Completion of assigned product trainings and other required learnings for professional development

You're a Great Fit if You Meet These Requirements:

  • Bachelor's Degree

  • The ability to work a hybrid schedule, going to an office location 2-days a week, and working an 8 a.m. to 5 p.m., Monday - Friday schedule, ET and CT preferred

  • 8 years of B2B commissioned sales or equivalent.

  • Experience in Account Management, Sales, Technology Training, or renewal sales.

  • Experience in the financial services, or lending compliance industries.

  • Data analysis skills and ability to derive insights that drive next steps or actions required.

  • Account Management (general knowledge of customer's business, stakeholders, product portfolio).

  • Communicate effectively in both face-to-face and virtual selling environments.

  • Interpersonal skills, ability to build stakeholder relationships.

  • Team effectively with other internal teams including Sales, Sales Support stakeholders.

  • Stay organized and manage multiple priorities at once across multiple customer accounts.

  • Cross-sell, up-sell, or pursue renewal transactions with customers.

  • Professional demeanor in oral and written communications

  • Passion and ability to learn new CS offerings quickly.

  • Self-motivated; proactive and perseverant mindset.

  • General product and application knowledge.

We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #Bethedifference

Additional Information:

Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, includingMedical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html

Diversity Matters:Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America's Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America's Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job. They're not intended to be an exhaustive list of all duties and responsibilities and requirements.

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

$51,100.00 - $87,250.00 USD

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.


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