Client Success Manager

Job Summary

A company is looking for a Client Success Manager who is excited to learn, build relationships, and grow into owning a portfolio of clients.

Key Responsibilities

• Support and manage relationships with a portfolio of clients
• Lead client calls and share performance insights
• Assist in tracking client performance and identifying improvement opportunities

Required Qualifications

• 1-3 years of experience in client-facing, customer support, or account management roles
• Organized and able to manage multiple tasks and priorities
• Curious, proactive, and eager to learn
• Interest in fintech, SaaS, or working with banks/credit unions is a plus