Relationship Manager
At a glance
Mid-level Account Management role at Drawbridge Partners. Boston · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Own a high-volume client portfolio across hedge funds, private equity firms, and family offices
- Build relationships with daily users and executive sponsors, including COOs, CFOs, CCOs, and Managing Partners
- Connect security progress to capital protection, regulatory exposure, operational continuity, and investor communications
- Watch account-health signals, address risks early, and coordinate with client success and technical colleagues
- Manage renewals, expansion opportunities, referrals, forecasts, and commercial negotiations across your book
What you bring
- Three to six years in client-facing relationship management, account management, or customer success
- Experience owning business retention or NRR outcomes across a book of clients
- Financial-services experience, preferably with alternative investment firms or their operations
- Strong executive communication and the ability to turn complex risk information into business language
- Comfort using AI tools in daily account management work while maintaining relationship quality
Who this fits
You’ll suit a proactive relationship manager who can advise senior investment-firm stakeholders, manage a substantial client portfolio, and connect security outcomes to commercial retention. The role is hybrid in New York or Boston, includes regular client travel, and works closely with sales, client success, and technical teams.
From the employer
Drawbridge is growing, and the relationships we build with clients are at the center of how we retain and grow revenue. We're looking for a Relationship Manager who understands that deeply.
The Role
At Drawbridge, the relationship is as important as the product. Our clients — COOs, CFOs, CCOs, and Managing Partners at some of the most sophisticated investment firms in the world — don't have time for vendor check-ins. They have time for trusted advisors who show up with a point of view, help them make sense of a complex regulatory and threat environment, and make them look smart in front of their stakeholders.
That's the job. As a Relationship Manager, you'll own a large, high-volume book of alternative investment firm clients across hedge funds, private equity firms, and family offices. You'll engage proactively, lead with outcomes, and become the trusted advisor those clients turn to when cybersecurity intersects with capital raising, regulatory scrutiny, or operational risk.
Your success is measured by Net Revenue Retention. The way you drive it is by ensuring every client in your book can clearly articulate the value they're getting from Drawbridge — and confidently justify that investment to their partners, boards, and LPs.
What You'll Do
Build and own executive relationships
· Develop and maintain trusted relationships across multiple stakeholders at each client — operational contacts who use the program day-to-day and executive sponsors who make renewal decisions
· Earn the right to be in the room when it matters: regulatory exams, LP due diligence cycles, board-level risk conversations
· Show up in person when the moment calls for it — client visits are a core part of this role, not an exception
Lead with outcomes, not activity
· Frame every client interaction around business impact: capital protected, regulatory exposure addressed, operational continuity improved
· Help clients translate security program progress into language their LPs, boards, and regulators can understand
· Ensure clients can articulate the value and outcomes they're receiving from Drawbridge — and have the narrative to justify that investment internally
· Maintain a clear, current view of what has been delivered for every account — and what's coming next
Proactively manage the health of your book
· Surface risk early. Clients who feel heard and see value don't churn — clients who go quiet do. Monitor engagement signals and act on them before they become problems
· Prioritize your outreach around account health, not just renewal dates
· Partner with internal Client Success and technical colleagues who support delivery — you lead the relationship, they support the depth
· Leverage internal AI tools to stay ahead of your book: surface engagement gaps, synthesize client context, and move faster without sacrificing quality
Grow the book
· Identify and advance expansion opportunities across the Drawbridge platform as clients' needs evolve
· Collaborate with the sales team on referrals and portfolio company introductions — particularly within PE firm relationships
· Own the commercial side of renewals: timeline management, stakeholder alignment, and negotiation
Contribute to the team
· Submit accurate renewal forecasts on a weekly basis with clear notes on risk — forecasting is how the team gets ahead of churn, not reacts to it
· Bring market intelligence back from client conversations: LP due diligence trends, regulatory exam themes, competitive positioning signals
· Run the established RM playbook, and bring what you learn from clients back to the team to sharpen it
What We're Looking For
Experience
· 3–6 years in a client-facing role — relationship management, account management, or customer success — ideally at a SaaS, fintech, or financial services firm
· Demonstrated ownership of a book of business with NRR or retention accountability, and the appetite to run a higher-volume book than a typical enterprise account role carries
· Background in financial services, ideally alternative investment management (hedge fund, PE, or family office operations). Cybersecurity experience is a plus, and we'll train that side
Skills
· An exceptionally strong communicator — you can run a meeting with a Managing Partner, write a follow-up that gets forwarded to the CFO, and make a complex risk landscape feel manageable
· Comfortable presenting data-driven findings and translating them into business terms for non-technical audiences
· Commercially sharp — you understand the difference between a happy client and a retained client, and you manage toward both
· Comfortable leveraging AI tools as part of your daily workflow — using them to work more efficiently, prepare more thoroughly, and stay ahead of a large book without sacrificing the quality of the relationship
Disposition
· You're proactive by default. You don't wait for a client to raise a concern — you surface it first
· You're genuinely curious about your clients' businesses: how they raise capital, how they manage regulatory exposure, what keeps their COO up at night
· You build trust by showing up consistently and delivering on what you say you will
Nice to Have
· Familiarity with SEC examination preparedness, Reg S-P, or LP due diligence processes
· Experience working alongside technical delivery teams (solutions engineers, vCISOs, or similar)
· Background in alternative investment operations — fund administration, compliance, technology
· Prior experience at a cybersecurity, GRC, or compliance SaaS company
· Hands-on experience using AI tools (Copilot, Claude, or similar) to manage client communications, synthesize account context, or accelerate workflow at scale
What Success Looks Like
90 days: You know your book. You've connected with every client, you have a clear view of each account's health, and you've identified where attention is most needed.
6 months: Clients are hearing from you proactively. At-risk accounts have a plan. You're advancing expansion conversations without being prompted.
12 months: Clients think of you as their trusted partner — not their vendor's rep. Your NRR reflects that. You're contributing to how the RM team operates, not just executing within it.
Why Drawbridge
· Work with a client base that is genuinely underserved and where the stakes are real — alternative investment firms are high-value targets, and most don't have the infrastructure to respond without a partner like Drawbridge
· Join a proven RM playbook and a strong, senior team to learn from
· Competitive base + performance compensation tied to NRR
· Hybrid in New York or Boston with regular client travel
Drawbridge is an equal opportunity employer committed to building a diverse and inclusive team.
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