Client Success Manager
Job Summary
Owning a portfolio of clients, the full-time remote Client Success Manager will drive product adoption, manage renewals, and lead executive business reviews while serving as the primary relationship owner for credit unions and community banks.
Key Responsibilities
- Build and maintain strong relationships with client stakeholders, conducting regular business reviews and strategic discussions
- Drive product adoption and identify expansion opportunities by aligning Bankjoy solutions with client business goals
- Lead the renewal process and proactively manage at-risk accounts to maintain high client retention rates
Required Qualifications
- 5+ years of experience in Client Success, Account Management, or Customer Experience within B2B fintech or banking technology
- Proven ability to manage a portfolio of 20-30+ accounts with high responsiveness and follow-through
- Excellent presentation skills with experience leading executive business reviews and strategic planning discussions
- Strong relationship management skills with the ability to build trust across various stakeholder levels
- Experience working with credit unions, community banks, or digital banking platforms is preferred
Complete Job Description
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