Director, Relationship Management

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
Senior level
Fintech
Figure is an industry leader in transforming financial services through blockchain technology.
The Role
The Director of Relationship Management is responsible for maintaining relationships with licensed partners, focusing on upselling and retaining clients. They collaborate internally, prioritize client needs, and support onboarding and engagement initiatives while driving overall partner satisfaction and revenue growth.
Summary Generated by Built In

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 

Figure Series D Announcement

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

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The Company
HQ: San Francisco, CA
450 Employees
Hybrid Workplace
Year Founded: 2018

What We Do

Figure has applied blockchain technology across a series of real-world applications that are delivering real and immediate value to everyday consumers across sectors, including loan origination, private company cap table and fund management, security markets and payments. Figure has and continues to develop innovative products and services that seek to bypass traditional incumbents within the financial services industry.

Simply put, Figure is delivering on the promise of blockchain technology. Over $15B in transactions have been conducted on the Provenance Blockchain, a layer 1 designed for financial services, built and deployed by Figure.

As one of the first lenders to fully use blockchain technology, Figure is driving adoption across the lending ecosystem and providing stakeholders the benefit of an immutable record of asset ownership on the Provenance Blockchain. Figure’s HELOC product has enabled over 85,000 households across 45 states to unlock a combined $6 billion in equity from their homes. These lines of credit give people the opportunity to fund home improvement projects, secondary education, and more.

Figure is a regulatory powerhouse, boasting over 200 lending, servicing and money transmission licenses, SEC approval as an Alternative Trading System, and FINRA approved broker-dealer status. While some fintech companies aim to compete with traditional banks, Figure has stuck to expanding use cases for blockchain in finance and creating tech-enabled solutions for deep financial change in the markets. The company's iterative approach to product development has helped it to meet the evolving needs of its customers.

Why Work With Us

Figure creates tech-enabled, cutting-edge solutions for deep financial change, meeting the evolving needs of its customers. As the only firm leveraging blockchain technology to create real-world applications and immediate value to everyday consumers, Figure is effectively bridging the gap between the digital asset and traditional finance spaces.

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