Client Success Manager

Job Summary

Managing a portfolio of new clients, the full-time Client Success Manager will focus on training customers on products, monitoring spending behaviors, and collaborating with internal teams to enhance client performance in a remote setting.

Key responsibilities

• Providing consultative advice to customers and optimizing program activities to boost client performance
• Building strong partnerships and alignment with internal stakeholders
• Maintaining an organized pipeline within the client management platform

Required qualifications

• Bachelor's degree or equivalent work experience
• Seven to ten years of client support, relationship management, or sales experience
• Ability to learn technology platforms and train others effectively
• Experience in sales or a strong desire to transition into a sales role
• Knowledge of credit card or commercial card products and services