Senior Client Success Manager

About

Senior Client Success Manager - REMOTE role in the Banking & Insurance vertical.

Responsibilities

• Manage ongoing client relationships and deliver value-added solutions that drive revenue growth and client satisfaction.
• Coordinate with internal teams to enhance client experience and support, ensuring service agreements are met or exceeded.
• Opportunity to leverage data and analytics for business decision-making.

Accountabilities

• Serve as the single post-sales support contact for customers, facilitating value and impact discussions.
• Coordinate effectively with internal teams including Delivery, Onboarding, Implementation, and Customer Service.
• Conduct Customer Value Touchpoints to document use cases and key performance indicators.
• Identify and facilitate customer training needs for a diverse portfolio of clients.
• Ensure delivery of products/services meets or exceeds defined SLAs and KPIs.
• Provide additional support in areas like Data Advisory and Technical Implementation as needed.
• Promote attendance to relevant industry knowledge sessions.
• Assist Sales Managers with contract management, forecasting, and negotiation as needed.

Requirements

• 5+ years of experience in sales, client service, or account management.
• Proficient in utilizing applications and systems like SFDC, KPI, and BI Portal.
• Strong knowledge of enterprise product line related to business unit solutions.
• Excellent written and verbal communication skills with a focus on high-level documentation.
• Ability to understand and engage with various personas, including CFO, CPO, CCO, and CMO.
• Possess skills in product certifications related to Finance Solutions and Sales & Marketing Solutions.
• Bachelor’s degree required; Master’s degree and certifications preferred.
• 3-5 years of project management experience are desirable.

Benefits

• Generous paid time off that increases with tenure.
• Up to 16 weeks of fully paid parental leave after one year of employment.
• Paid sick time for personal or family health needs.
• Education assistance and extensive training resources available.
• Do Good Program: Paid volunteer days and donation matching opportunities.
• Competitive 401(k) plan with company matching.
• Health and wellness benefits, including discounted membership rates.
• Comprehensive medical, dental, and vision insurance for employees and their families.