About Highbeam

Highbeam is a banking and cash management platform for businesses that sell physical goods.

Traditional banks have underserved consumer brands for decades. They charge fees, provide clunky backend software, bureaucratic service, zero interest on cash, no credit, and offer no intelligence on transaction data. Highbeam does the opposite. We automatically sweep idle cash to high yield, provide cash projections, bill pay functions, a user-friendly interface, smart credit, great service, and more. The results are significant savings for our customers in both time and money. We’re turning banking from a cost centre into a profit centre, and helping small businesses make a better living.

We already have hundreds of customers that collectively produce over $1B in GMV (gross merchant volume). We’re on a mission to give brands between $5M and $200M in sales the financial capabilities of the largest brands — but without needing the extra head count. How do we do this? We help automate tasks that treasury and financial planning & analysis teams today do manually.

Our small but mighty team comes from places like Shopify, Square, Rippling and Toast. We have raised $7M+ in equity from FirstMark and Mayfield. We are are based in New York and Toronto.

About this role

The relationship manager turns Highbeam customers into power users and loyal brand advocates. You’ll build relationships with our most important customers, advise them on best practices in cash management, and ensure they use all our tools to save time and money.

This role will be in-person in New York or Toronto.

Key responsibilities

1. Drive customer adoption of our products and generate incremental sales
   • Ensure our customers are getting the most value out of our products.
   • Introduce new product features to customers.
   • Generate more sales from existing customers.
2. Run cash analysis and advise both existing customers and new prospects on cash management
   • In partnership with our sales team, explain the value of our automated cash analysis and propose a setup with Highbeam that reduces borrowing costs and increases yield on idle cash.
3. Facilitate valuable introductions
   • Connect our customers to trusted partners who can add value
   • Bring our customers together and build community amongst our eco-system.
   • Champion our customers within the organization to solve any issues quickly.
4. Build relationships with our most important customers
   • Develop a deep understanding of our customers and their biggest challenges.
   • Encourage satisfied customers to help us promote Highbeam.
5. Advise on sales & product strategy
   • Work with our executive team to improve our sales approach and our products.

Skills and qualities

• 3+ years in the consumer financial ecosystem
• A strong finance background
• High integrity
• Growth mindset
• Excellent communication, presentation, and interpersonal skills
• The ability to anticipate with a bias towards action
• Grace under fire