Client Success Manager
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Job Summary
Driving the success of clients post-implementation, the full-time Client Success Manager will manage relationships, enhance adoption of AI solutions, and ensure clients maximize their investment while working remotely.
Key responsibilities
- Serve as the primary contact for clients, facilitating a smooth transition from onboarding to ongoing success
- Act as a trusted advisor, proactively addressing concerns and communicating Posh's AI roadmap to clients
- Monitor client health and engagement to mitigate churn risk and identify opportunities for expansion within accounts
Required qualifications
- 3+ years of experience in a credit union or bank, with a strong understanding of financial institution operations
- Client-facing experience in customer success, account management, or member services, preferably in a SaaS or AI context
- Hands-on experience with AI adoption strategies and competitive analysis
- Proficiency in Salesforce or similar CRM tools
- Ability to work East Coast hours preferred
Complete Job Description
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