Relationship Manager

About Bluevine

Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit—all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we’re empowering entrepreneurs to grow with confidence.

Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we’ve been supporting SMBs since 2013, serving over 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed.

At Bluevine, you’ll be part of a collaborative, fast-paced team that’s reshaping the future of banking. Ready to make an impact?

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