Credit Relationship Manager
As a Credit Relationship Manager, you will serve in a member-facing role within the Credit team, supporting credit-related inquiries while contributing to the operational execution of credit servicing. You will work closely with Member Services, Operations, and Risk teams to ensure members receive timely, accurate, and thoughtful support across credit-related touchpoints. This role is well-suited for someone who brings a strong client service foundation with technical expertise, operates comfortably in fast-paced environments, and demonstrates initiative in a role that continues to evolve within a growing startup.
Responsibilities
Member-Facing Credit Support
Serve as a primary point of contact for members’ credit-related inquiries relating to payments, account activity, and lending requests
Manage internal and external communications via third-party platforms
Communicate clearly and professionally with high-net-worth members, balancing service excellence with policy and risk considerations
Resolve routine credit requests independently while escalating complex cases with appropriate context
Credit Operations & Administration
Execute credit-related operational workflows, including documentation updates, payment tracking, account reviews, and exception handling
Maintain accurate and timely member records to ensure clean handoffs and audit-ready documentation
Process & Cross-Functional Collaboration
Follow established credit procedures while identifying opportunities to improve clarity, efficiency, and consistency
Contribute to internal documentation, templates, and process updates as credit operations scale
Collaborate cross-functionally with Operations, Member Services, Finance, and Risk partners, demonstrating strong communication and alignment across teams
Qualifications
2–4+ years of experience in customer service, client operations, or relationship management
Prior experience supporting high-net-worth or enterprise clients in financial services or related environments
Strong written and verbal communication skills, with the ability to explain nuanced topics clearly and confidently
Comfort working under pressure in a fast-paced environment while managing multiple priorities effectively
Highly organized, detail-oriented, and dependable with strong follow-through
Demonstrated ability to work cross-functionally through clear communication, responsiveness, and sound judgment
Tech-forward and systems-comfortable, with a working knowledge of Microsoft Office and Google Workspace, familiarity with Slack and Zendesk is a plus
Preferred Qualifications
Exposure to credit, finance, lending, payments, or risk-adjacent environments
Working knowledge of analyzing large datasets via SQL, Excel, Access, or Google Sheets
Why Join Us
Join a rapidly growing, mission-driven fintech redefining premium membership experiences.
Work alongside a passionate, high-performing team that values empathy, accountability, and creativity.
Be part of a culture that rewards autonomy, encourages innovation, and treats its employees with the same level of care we provide our members.
Full medical, dental, and vision coverage, with dependent contribution.
401k Plan.
Flexible Time Off, so you can take the time you need.
Work from Home Reimbursement to set up your space for success!