Relationship Manager
Dallas, TX (HQ)
Relationship Management /
Full-time /
On-site
Siepe is a rapidly growing, Dallas-based SaaS company, specializing in developing tech-enabled solutions for firms in the hedge fund and financial services industry. Our mission is to deliver a single source of truth from which investment managers can find strategic, actionable insights to drive competitive advantage and business growth.
We are a profitable company and offer competitive compensation and benefits while also providing an opportunity for advancement in a growing business.
We’re hiring a Relationship Manager (RM) to serve as the primary point of contact for clients using Siepe’s software. As an RM, you will own the end-to-end client experience – from onboarding through renewal – acting as a strategic advisor, escalation point, and internal advocate. Many of your clients will operate in private credit, public credit, and CLOs, so familiarity with those areas is important.
This role requires strong client-facing instincts, cross-functional coordination skills and a bias toward proactive problem-solving.
Responsibilities
- Act as the first line of escalation for client concerns across Siepe’s software platform.
- Monitor deliverables and ensure client SLAs and expectations are consistently met.
- Drive internal coordination across support, development and compliance teams to resolve issues efficiently.
- Lead recurring client actions/issues log calls, ensuring follow-ups are documented and tracked.
- Keep internal teams and clients aligned through clear, proactive communication.
- Maintain client health metrics and update CRM with key activities and insights.
- Compile and share KPIs on support metrics and satisfaction trends.
- Contribute to monthly business reviews with clients, highlighting wins, challenges, and action items.
- Partner with finance to validate billing accuracy and support client invoicing questions.
- Lead strategic QBRs focused on value delivered, roadmap previews and client feedback.
- Identify and surface opportunities for product expansion or deeper engagement.
- Contribute to account planning and retention strategy alongside leadership.
Qualifications
- 7+ years of experience in client-facing roles (e.g., relationship management, account management, or client success).
- Prior experience supporting enterprise software or SaaS clients, ideally within financial services.
- Strong understanding of private and public credit investment strategies.
- Familiarity with CLO structures and workflows.
- Experience using CRM platforms to manage client relationships and track engagement.
Skills
- Strong communication, presentation and relationship-building abilities with both clients and internal stakeholders.
- High sense of ownership, urgency and accountability in resolving client issues.
- Ability to manage multiple clients and competing priorities with professionalism and poise.
- Collaborative mindset with experience navigating cross-functional teams (e.g., support, engineering, product, compliance, finance).
- Proactive problem-solver who can anticipate client needs and drive continuous improvement.
- Detail-oriented with strong organizational and follow-through capabilities.
We are proud to offer a comprehensive benefits package that supports your well-being both inside and outside of work. Enjoy paid holidays and vacation, 401k matching, and bonus opportunities, as well as access to our learning & development program to help you grow your career. Additional perks include daily catered lunches, monthly celebrations, quarterly offsite events, and annual holiday parties. We also provide a generous employee referral program. Join us and be part of a company that invests in your success and values your contributions!
