Senior Client Success Manager
New
T
TrueMLFintech / Financial Software
Remote in USAFull-TimeSenior
Salary80,000 - 105,000 USD per year
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Job Details
- Experience
- 5+ years
- Required Skills
- Data AnalysisSalesforceSaaSAccount Management
Requirements
- 5+ years of enterprise client success or account management experience.
- Domain experience within SaaS, fintech, financial services, payments, or debt collections.
- Strong grasp of recurring revenue models including GRR, NRR, and pilot conversions.
- Experience interpreting performance data to build value-driven recommendations.
- Ability to lead discussions with both technical operators and C-suite executives.
- Proven experience orchestrating cross-functional teams.
- Hands-on experience using Salesforce.
- Experience with client health monitoring platforms.
Responsibilities
- Execute strategic account plans to maximize Gross and Net Revenue Retention and prevent logo churn.
- Align clients on pilot success criteria and build business cases to convert pilots into long-term agreements.
- Conduct Monthly and Quarterly Business Reviews to demonstrate ROI and uncover unmet client needs.
- Establish multithreaded relationships with executive, technical, operational, and procurement stakeholders.
- Collaborate cross-functionally with Product, Engineering, Sales, Operations, Legal, and Compliance teams.
- Monitor portfolio health metrics, manage renewal risks, and maintain accurate revenue forecasting in Salesforce.
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