Client Relationship Manager

About the role

alooola is seeking a Client Relationship Manager to service existing corporate retirement plan clients and drive new business development for 401(k) plans. You will act as the primary contact for a portfolio of clients while building a pipeline of prospective companies nationwide.

Key responsibilities

• Own the full sales cycle from prospecting to proposal, closing, and handoff to plan design and onboarding.
• Service 150‑200 existing clients, scheduling calls, Zoom meetings, and in‑person presentations at corporate offices.
• Proactively reach out to plan participants to adjust allocations or meet financial goals.
• Travel to client sites and maintain detailed notes and tasks in the CRM.

Required profile

• Experience selling into small and mid‑sized businesses, preferably in retirement plans, group benefits, payroll, or related B2B financial services.
• Strong relationship‑building skills, comfortable with consultative sales and frequent travel.
• Self‑motivated, organized, and able to handle rejection without discouragement.

Required skills

• Redtail CRM

What we offer

• $75,000 base salary plus performance‑based bonus tied to assets under management.
• On‑target earnings of $78K‑$90K in the first year.
• Opportunity to work in a fast‑growing fintech platform with a collaborative, high‑trust culture.