# Senior Banking Relationship Manager

- **Company:** LeafLink
- **Location:** US (Remote)
- **Salary:** Salary not disclosed
- **Contract:** Not specified
- **Posted:** 2026-11-13

## Job description

About LeafLink
LeafLink is the largest unified B2B cannabis platform, providing licensed cannabis businesses a suite of tools to manage their business more effectively, sell or order from their favorite brands and accelerate growth. We are one platform, one solution and we’re defining the way thousands of cannabis brands, distributors, and retailers streamline their operations. With thousands of brands and retailers across 30+ markets in North America, we are setting the industry standard for how cannabis businesses grow together. LeafLink processes more than $5 billion in wholesale cannabis orders annually.
Our team, backed by funding from leading VC's, including Founders Fund, Thrive Capital, Nosara Capital, and Lerer Hippeau is poised to define the cannabis supply chain through technology. LeafLink was named one of Inc. 5000’s ‘Top 5000 Fastest-Growing Private Companies’; one of Fast Company's 'Top 10 Most Innovative Companies in Enterprise for 2020', joining the ranks of Amazon, Slack, and VMWare; one of Built In NYC's 'Best Places to Work in 2021'; 2024 Fast Company’s Best WorkPlaces for Innovators for Banking, Finance, and Fintech category; 2024 Green Market Report Award for Best Fintech in cannabis - and we're just getting started!
The Role
Dama Financial by LeafLink is seeking a Senior Banking Relationship Manager to serve as the primary point of contact and trusted advisor for a portfolio of licensed cannabis businesses. You will own the full client relationship, helping operators navigate banking and payment solutions, stay compliant, and get the most value from Dama Financial and the broader LeafLink platform.
This role blends senior relationship management with a consultative customer success approach. You will operate as a solutions consultant for your clients, taking the time to understand how their businesses run and recommending tailored solutions that make them feel seen and supported. You will also be the internal voice of the client, turning what you hear in the market into strategic insight that helps shape our product roadmap across multiple teams.
The ideal candidate brings deep experience in relationship management within financial services or regulated industries, a strong command of compliance requirements, and a track record of growing and retaining a book of business. They will also bring experience partnering with technical teams to refine and develop financial services and banking platforms and product solutions. You will play a critical role in client retention, account growth, and delivering a seamless experience across the entire client lifecycle.
This role is highly collaborative. You are a great fit if you are proactive, comfortable with change, thrive in a fast moving environment, and can effectively manage many relationships and priorities at once.
What You'll Be Doing
Relationship Management and Solutions Consulting
Serve as the senior relationship owner for a portfolio of 100 to 200 licensed cannabis businesses, including cultivators, manufacturers, distributors, retailers, ancillary operators, and cannabis adjacent businesses
Act as a solutions consultant and trusted advisor, learning each client's operations, challenges, and goals, then recommending the right mix of banking, payment, and LeafLink platform solutions
Build lasting, multilevel relationships through regular check ins, strategic consultations, and periodic business reviews that assess satisfaction, operational changes, and growth opportunities
Take ownership of client success and satisfaction, managing expectations and ensuring every client feels seen, heard, and supported
Own client inquiries, escalations, and service requests through to timely resolution, partnering closely with Support, Compliance, and Operations
Work closely with operations teams to ensure the highest standard of customer experience and satisfaction across our many solutions and features
Customer related travel to visit key accounts on site, meet with their teams and review their needs and feedback
Track all client updates, touchpoints, and status changes in Salesforce and Hubspot
Portfolio Growth and Retention
Identify and act on opportunities to deepen relationships and expand adoption of Dama Financial products and other LeafLink services through a consultative, relationship driven approach
Monitor account health and churn risk, using data to spot gaps early and taking proactive steps to retain clients through direct, personal engagement
Meet quarterly goals for client engagement, adoption, retention, and cross-sell and upsell targets
Participate in industry events, trade shows, and networking opportunities to strengthen relationships and support business development
Compliance and Risk Management
Ensure client activity aligns with cannabis banking regulations, Bank Secrecy Act (BSA) requirements, Anti Money Laundering (AML) policies, Know Your Customer (KYC) standards, and state cannabis regulations
Stay current on evolving cannabis and financial services regulations at the state and federal level, and communicate relevant changes to clients in clear, practical terms
Collaborate with Compliance and Risk partners on due diligence reviews and client risk matters
Voice of the Customer and Product Partnership
Serve as the internal voice of the client, gathering feedback and sharing structured insights with Product, Marketing, and Go To Market teams across the business
Provide strategic input that helps shape the Dama Financial and LeafLink product roadmap, drawing on your market experience and client relationships
Become an expert in Dama Financial and LeafLink products, following new releases and highlighting the updates that matter most to your clients
Track and follow up on high priority product tickets to ensure timely resolution for your clients
Monitor industry trends, market developments, and competitive activity across the cannabis and financial services sectors
Identify opportunities to improve our processes, tools, reporting, and client engagement playbooks
This role requires travel up to 20% of the time.
What You'll Bring to the Team
Required
5+ years of experience in relationship management, commercial banking, treasury management, or financial services, including managing a senior level book of business
3+ years in a consultative, client-facing role within financial services, fintech, payments, or B2B SaaS
Working knowledge of BSA/AML, KYC, Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD) requirements
Proven ability to manage a large portfolio of client relationships in a fast-moving, highly regulated environment
Track record of retaining and growing accounts, and of meeting or exceeding targets
A consultative, solutions-oriented approach, with the ability to translate client needs into clear recommendations
Experience gathering client feedback and partnering with Product or other internal teams to influence solutions
Excellent verbal, written, and presentation skills, with comfort leading meetings with clients at every level of seniority and technical skill
Strong problem-solving skills and the ability to work across Compliance, Operations, Product, and Sales to deliver results
Proficiency in Salesforce or similar CRM platforms and business reporting tools
Preferred
Bachelor's degree in Business, Finance, Banking, Communications, or a related field, or equivalent professional experience
Experience serving cannabis businesses or other regulated, cash-intensive industries
Knowledge of cannabis industry regulations, operational workflows, payment cycles, and inventory management
Understanding of cash-intensive business operations and risk management practices
Experience demonstrating financial or software products to both technical and non-technical users
Experience with Salesloft, Sigma, or other advanced analytics tools
LeafLink Perks & Benefits
Flexible PTO - you’re going to be working hard so enjoy time off with no cap!
A robust stock option plan to give our employees a direct stake in LeafLink’s success
5 Days of Volunteer Time Off (VTO) - giving back is important to us and we want our employees to prioritize cultivating a better community
Competitive compensation and 401k
Comprehensive health coverage (medical, dental, vision)
Commuter Benefits through our Flexible Spending Account
LeafLink’s employee-centric culture has earned us a coveted spot on BuiltInNYC’s Best Places to Work for in 2021 list. Learn more about LeafLink’s history and the path to our First Billion in Wholesale Cannabis Orders here .
Base salary range$70,000—$100,000 USD

[Apply on the company site](https://www.joonow.com/en/job/senior-banking-relationship-manager-te659d9k6w/apply)
