Associate Relationship Manager

What You'll Do

• Advisor Outreach & Activation
• Conduct high-volume outbound calls, emails, and follow-up outreach to advisors who have registered for the platform but are not actively using it
• Introduce advisors to the NetLaw platform and explain how it supports their clients' estate planning needs
• Schedule and coordinate advisor demonstrations with Relationship Managers, attorneys, or other team members as appropriate
• Execute structured outreach campaigns designed to increase advisor engagement and referral activity
• Maintain consistent follow-up with advisors who express interest but have not yet taken action
• Identify advisors who may be strong candidates for deeper engagement and escalate opportunities to senior team members
• Advisor Onboarding Support
• Guide advisors through initial platform setup and account activation
• Help advisors understand the referral process and next steps for getting started
• Answer basic questions regarding platform functionality, referral workflows, and available resources
• Ensure advisors complete key onboarding milestones
• Monitor onboarding progress and proactively reach out when advisors become inactive or stalled
• Relationship Development
• Build positive, professional relationships with advisors through consistent communication
• Serve as a friendly and knowledgeable first point of contact for advisors beginning their NetLaw journey
• Gather feedback from advisors regarding their experience and communicate insights to the Relationship Management team
• Support advisor education initiatives, webinars, and training events through outreach and participation
• CRM & Performance Tracking
• Maintain accurate records of advisor activity, outreach attempts, demo attendance, and engagement status in HubSpot
• Track outreach metrics, conversion rates, demo completion, and advisor activation progress
• Follow established activity and performance goals related to calls, conversations, demos scheduled, and advisor adoption
• Provide regular updates on outreach results and advisor feedback

Who You Are

• Bachelor's degree preferred, but equivalent experience will be considered
• 1–3 years of experience in inside sales, business development, customer success, client services, call center sales, or a similar outbound-facing role
• Comfortable making a high volume of outbound calls and follow-up contacts each day
• Strong verbal and written communication skills
• Confident speaking with professionals and building rapport quickly
• Organized and disciplined with follow-up activities
• Goal-oriented and motivated by measurable outcomes
• Able to manage multiple conversations and priorities simultaneously
• Curious about financial services, wealth management, and estate planning

Preferred Qualifications

• Experience with HubSpot or a similar CRM platform
• Experience in SaaS, fintech, wealth management, insurance, banking, or financial services
• Background in business development, appointment setting, lead generation, or customer success
• Experience working in a metrics-driven environment with activity and conversion goals

Key Performance Indicators

• Outbound calls completed
• Advisor conversations conducted
• Demos scheduled
• Demo attendance rate
• Advisor activation rate
• First referral conversion rate
• CRM data accuracy and follow-up compliance

What We Offer

• Competitive base salary commensurate with experience
• Performance bonus tied to advisor activation and engagement metrics
• Health, dental, and vision benefits
• 401(k)
• Flexible PTO
• Fully remote
• Direct mentorship from the Director of Relationship Management with visibility to senior leadership and key RIA partner contacts from day one
• A front-row seat to building a category-defining function at a high-growth, PE-backed company during one of its most consequential growth phases