Director, Relationship Management
About Figure
Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We’re helping homeowners tap their liquidity easily, efficiently and reasonably for purpose-driven, significant expenditures – everything from dream home renovations and debt consolidation to small business formation.
In seven years, we’ve become the country’s #1 non-bank HELOC lender. As a financial technology firm operating at the intersection of regulation and transformation, we’re a “unicorn” – a group of fewer than 1000 companies globally that is valued at $1B or more and has been in operation for less than ten years.
Our mission requires us to have a creative, team-oriented, and supportive environment where everyone can do their absolute best. We are motivated, innovative, collaborative, and curious. We value individuals who bring a problem-solving mindset to every task. Every day at Figure is a journey in continuous learning combined with a focus on getting work done that makes a difference. Join us!
Wealthfront Career-Launching Company
About the Role
As the Director of Relationship Management, you will focus on maintaining strong relationships with key points of contact at our existing licensed (mortgage, bank, credit union) partners to enable upsells, growth, and retention. In this role, you will contribute to the build-out of Figure’s lending partner relationship management function by engaging and selling key product and capability expansions, serving as a liaison between partners and internal Figure teams to promote additional features, services, or products our partners request, and strengthening partner relationships with the ultimate goal of retaining and growing recurring revenue. Internal cross-functional collaboration will be a pivotal part of the role in influencing the roadmap and delivering on high-priority/ROI requests from partners.
What You’ll Do
- Develop healthy client relationships with Figure’s clients by building trust and transparency
- Act as a client advocate, enhance client training/product education and promote client loyalty
- Evaluate, analyze, and communicate client needs to appropriate internal stakeholders
- Drive prioritization of client requests and execute them as they are prioritized
- Assist in maintaining and organizing company data, systems, and databases for easy access and retrieval. (Salesforce, Notion, Tableau)
- Deliver QBR and use these tools to drive engagement with wholesale and smaller partners. Assist with reports, presentations, and other documents to support business operations and management.
- Support onboarding and upsell project management by assisting with planning, tracking, and execution of business initiatives as needed.
- Perform general research, market analysis, or data collection to assist in decision-making processes
- Develop strong relationships with Figure internal stakeholders across multiple departments to solve partner issues and requests
- Make process improvement recommendations for Figure’s products and services based on client feedback as applicable
- Participate in new training and licensing programs to expand the team’s capabilities
What We Look For
- 10+ years of experience in a client-facing role, preferably in the Financial Services / Lending industry
- Strong drive to foster relationships and grow existing accounts
- Demonstrated success at partnering, prioritizing and balancing needs cross-functionally.
- Data and analysis driven in all business decisions
- Incredibly responsive and solution-oriented
- Resilience to drive in ambiguity
- Strong communication skills – including both verbal and written
- Strong relationship management experience; lending / financial services experience preferred
- Ability to think outside the box and react to client needs
- Strong organizational skills - proven ability to track and maintain all interactions and drive follow-up and next steps
Benefits
- Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
- Company HSA, FSA, Dependent Care, 401k, and commuter benefits
- Employer-funded life and disability insurance coverage
- 11 Observed Holidays & PTO plan
- Up to 12 weeks paid family leave
- Continuing education reimbursement
Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice.
Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
#LL-MB1 #LI-Remote
Apply for this job
*
indicates a required field