Relationship Manager I

About Bluevine

Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. By combining best-in-class technology with advanced security and a deep understanding of the small business community, we deliver end-to-end banking and lending products that empower always-on entrepreneurs to grow their businesses with confidence. 

As a dynamic company with massive potential, we’re backed by leading investors such as Lightspeed Venture Partners, Menlo Ventures, 83North, Citi Ventures, and nearly 9 years of proven success. Since launching in 2013, we have grown exponentially, amassing over 400,000 customers across all 50 states and a global team of more than 500 people. Our passion is driven by purpose: to give small businesses the tools they need to succeed and we’re just getting started. 

All of this begins with our team who are driven by collaboration, problem-solving, and learning and growing together. With a commitment to innovation and community impact, our mission is to help every small business—and every team member—thrive. Join us! #LI-Hybrid

About the Role: 

We’re looking for a Relationship Manager I to build and foster relationships with our Bluevine customers. Where you will focus on building relations and understanding requirements to help business owners achieve their working capital goals using Bluevine’s financial solutions. In this role, you will form relationships with our existing lending customers to drive continuous use of Bluevine’s lending products and to cross-sell Bluevine’s other banking products. You will create meaningful experiences and deliver value to clients by providing products and services that meet their financial needs.

What You’ll Do:

• Anticipate business owners financial needs, and identify opportunities to expand account growth and product diversification
• Be a Champion in fostering customer relationships with business owners.
• Use sales engagement tools, lead-management software, and CRMs to optimize pipeline management.
• Engage with existing customers throughout their lifecycle to analyze current utilization and new opportunities to grow account

Role Competencies:

• Results-Oriented. Consistently achieves results, and exceeds expectations
• Nimble Learner. Quickly acquires new knowledge and/or skills and adapts to new situations by being open to and quickly implementing feedback.
• Consultative. Embodies the Trusted Advisor approach by focusing on building relationships with others, grasping their obstacles, and providing relevant solutions
• Partnership. Builds partnerships and works collectively with others to meet goals.

Requirements:

• Competitive, Confident and a high performer
• Ability to work towards a quota & proven ability to hit goals.
• Able to deal well with ambiguity and self-motivation.
• Excellent written and verbal communication skills.
• Uncompromising hustle and integrity.
• Comfortable working a night shift (Any 9 hours between 5:30 PM to 6:30 AM).

Company Values Integration:

At BlueVine, we believe in fostering a culture that embodies our core values:

• Grow Together: Growth isn't just about individual success; it's about lifting each other and thriving as a team. We believe in fostering a culture of collaboration, respect, support, and continuous learning.
• Lead with Integrity: Integrity is at the heart of everything we do, from how we treat our customers and partners to how we interact with each other.
• Push Boundaries: We encourage our team to challenge the status quo, explore new ideas, and push beyond our comfort zones. By embracing creativity and curiosity, we can break new ground and reach new heights together.
• Operate as Owners: Every member of our team is empowered to take ownership of their work. We trust each other to act with accountability and responsibility, driving results as owners.

BENEFITS & PERKS

• Excellent group health coverage and life insurance
• Stock options
• Hybrid work model
• Meal allowance
• Transportation assistance (terms and conditions apply)
• Generous paid time off plan, Holidays
• Company-sponsored mental health benefits
• Financial advisory services for both short- and long-term goals
• Learning and development opportunities to support career growth
• Community-based volunteering opportunities