Turn personal guidance into lasting relationships.
Work directly with members and families—understand their expectations, coordinate suitable profiles, follow up personally, and guide each relationship forward.
Personal service, where trust is built face to face.
A Relationship Manager takes responsibility after online onboarding—meeting or calling members and families, understanding their expectations, coordinating suitable profiles, and keeping every next step moving.
Acquire and onboard
Bring prospects to the platform, support registration, and help complete the member profile from the backend.
Serve and retain
Receive the member handoff, build the personal relationship, coordinate matches, and follow through with families.
Receive the assignment
Review the member profile and onboarding information before the first contact.
Meet and understand
Speak with the member and family in person or directly to understand priorities and concerns.
Coordinate suitable profiles
Explain recommendations, facilitate introductions, and keep both families informed.
Follow up and retain
Record progress, resolve concerns, schedule next steps, and maintain service continuity.
This is a field-service role. Online acquisition and initial member onboarding remain with the Promoter desk.
Create your manager account.
Create your account first. Your dashboard then guides you through address and languages, business profile, and KYC—in that order—before service activation.
Create your field-service account
All fields are required. It usually takes less than a minute.