Teams at Relay Financial

Underwrite large commercial customers for Relay’s charge card portfolio, assess financial statements and liquidity, set credit limits, monitor risk signals, and manage escalations. The role partners with Sales and Customer Experience, maintains credit policy with funding partners, develops pre-approval lists, and builds new processes, reports, and tools. AI-assisted monitoring and financial risk analysis are central responsibilities.

Manage and grow relationships with active partners, identify new software-company partnerships, and drive partner-generated leads. Own partner marketing campaigns from planning through optimization, develop content and messaging, analyze performance, and create reporting for Relay and its partners. Coordinate marketing, sales, and external stakeholders to meet KPIs while building AI-powered workflows for research, operations, proposals, and performance analysis.

Lead and develop Account Executives and Account Managers while owning partner revenue performance for Relay’s accounting and bookkeeping channel. Build sales processes, playbooks, and enablement programs; attract and retain accounting firms; use data and AI to improve team performance; support hiring and onboarding; and collaborate cross-functionally to expand partner growth.