Accounting & Finance

Relationship Manager, Commercial

Drawbridge Partners

Boston · Massachusetts · United States

Were looking for a Relationship Manager who understands that deeply.
Our clients — COOs, CFOs, CCOs, and Managing Partners at some of the most sophisticated investment firms in the world — dont 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.
As a Relationship Manager, youll own a large, high-volume book of alternative investment firm clients across hedge funds, private equity firms, and family offices. Youll 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. Earn the right to be in the room when it matters: regulatory exams, LP due diligence cycles, board-level risk conversations
· 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
· Maintain a clear, current view of what has been delivered for every account — and whats coming next
Proactively manage the health of your book
· Surface risk early. 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
Identify and advance expansion opportunities across the Drawbridge platform as clients needs evolve
· Own the commercial side of renewals: timeline management, stakeholder alignment, and negotiation
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
· 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 well train that side
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
Youre genuinely curious about your clients businesses: how they raise capital, how they manage regulatory exposure, what keeps their COO up at night
· 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
Youve connected with every client, you have a clear view of each accounts health, and youve identified where attention is most needed.
At-risk accounts have a plan. 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.

Reference: WJ-4487_22613812

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