Client Success Manager
New
B
BankjoyFinTech
USAFull-TimeMiddle
SalaryCompetitive compensation
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Job Details
- Experience
- 5+ years
- Required Skills
- SalesforceAccount ManagementRelationship management
Requirements
- 5+ years of experience in Client Success, Account Management, or Customer Experience in B2B fintech, banking technology, or enterprise SaaS.
- Experience supporting financial institutions is strongly preferred.
- Proven ability to manage a portfolio of 20–30+ accounts simultaneously.
- Excellent presentation skills with experience leading executive meetings and strategic planning.
- Demonstrated track record of driving product adoption, renewals, and expansion.
- Ability to navigate complex client organizations and build trust across multiple stakeholder levels.
- Strong organizational skills and ability to manage multiple priorities under pressure.
- Experience with core banking systems like Corelation, Jack Henry Symitar, or Fiserv is a plus.
- Experience using CRM and CS tools such as Salesforce, Gainsight, or ChurnZero is a plus.
Responsibilities
- Serve as primary relationship owner for a portfolio of credit union and community bank clients.
- Drive product adoption through client education on features, best practices, and releases.
- Lead executive business reviews, strategic planning, and onsite client engagements.
- Manage renewal processes, including proposal preparation and contract negotiations.
- Identify and capture expansion opportunities to increase account value.
- Partner with Implementation, Tech Support, and Product teams to surface feedback and resolve escalations.
- Track and report on key adoption metrics, engagement scores, and account health.
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