This is a full-time remote role

Company Description

CoreFi is a European, cloud-native core banking platform that enables full-lifecycle financial services across lending, onboarding, payments, and white-label finance. The platform helps banks, lenders, fintechs, crowdfunding platforms, marketplaces, and embedded-finance providers launch and scale financial products quickly without building complex backends from scratch. By combining composable banking, microservice architecture, agentic AI automation, and human oversight, CoreFi supports the entire product lifecycle, including onboarding, accounts, transactions, compliance, servicing, and portfolio wind-down.

CoreFi’s capabilities span Lending-as-a-Service, digital onboarding with KYC/AML, white-label financial platforms, asset tokenization, and digital securities. The company operates in live, regulated environments and is designed for institutions that want modern infrastructure and agile product delivery without lengthy implementation timelines.

Role Description The Customer Relations Manager is a full-time remote role responsible for building and maintaining long-term relationships with financial institution clients using CoreFi’s platform. This role manages client accounts, serves as a primary point of contact, and ensures that customers receive timely support, clear communication, and proactive guidance across the full lifecycle of their products. Day-to-day tasks include responding to customer inquiries, coordinating with product, engineering, and compliance teams to resolve issues, and monitoring service performance and customer satisfaction.

The Customer Relations





Manager will gather feedback, identify opportunities for improvements and upsell, prepare account reviews and reports, and help customers adopt new features and best practices. The role also involves supporting onboarding and training activities, managing expectations around delivery and operations, and contributing to customer-facing documentation and process optimization.

Qualifications

- Customer relationship management, account management, and client success skills, with experience maintaining and growing B2B customer relationships.
- Strong communication, presentation, and stakeholder management abilities, including clear written and verbal communication with technical and non-technical audiences.
- Experience in financial services, fintech, or banking (core banking, lending, payments, or compliance workflows) and familiarity with cloud-based or SaaS platforms.
- Analytical and problem-solving skills, including the ability to interpret operational data, identify issues, and coordinate cross-functional solutions.
- Organizational and project coordination skills, such as managing multiple accounts, tracking action items, and following structured processes.
- Comfort working remotely with distributed teams, using digital collaboration tools, and operating in a dynamic, fast-paced environment.
- Bachelor’s degree in Business, Finance, Economics, Communications, or a related field, or equivalent practical experience.
- Experience with CRM systems and customer support platforms; knowledge of regulatory considerations (e.g., KYC/AML, compliance workflows) is a plus.

📌 Customer Relations Manager (Comunidad Valenciana)
🏢 CoreFi
📍 Comunidad Valenciana