Client Success Manager
New
Source API remote eligibility restrictions: United States
Remote USAFull-TimeManager
Salary80,000 - 106,000 USD per year
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Job Details
- Required Skills
- SalesforceOrganizational skillsTime ManagementInterpersonal skillsClient relationship managementCRM
Requirements
- Strong communication and interpersonal skills.
- Experience working with CRM platforms (Salesforce preferred).
- Excellent organizational and time-management abilities.
- Confident presenting virtually to partners and clients.
- Background in customer success, partnerships, or sales is a plus.
- Analytical thinker with a process improvement mindset.
- Proactive, detail-oriented, and client-focused.
Responsibilities
- Conduct monthly check-ins and virtual meetings with banking partners to maintain strong relationships and drive referrals.
- Serve as the main point of contact for referred clients to ensure satisfaction and retention.
- Guide clients through onboarding, educating them on products and services.
- Maintain consistent, transparent communication throughout the sales and onboarding journey.
- Address and resolve client issues promptly, escalating when needed.
- Build long-term trusted relationship banking partners retail teams and their clients.
- Prepare and distribute monthly lead and performance reports; log all partner communications in Salesforce.
- Collaborate with sales reps to follow up on leads and advance opportunities through the pipeline.
- Track and manage lead status in Salesforce; ensure proper attribution to referring partners.
- Analyze lead conversion data to identify bottlenecks and recommend improvements.
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