Client Success Manager

📋 Description

• Own a portfolio of credit union and community bank clients, serving as their primary point of
• Build and maintain strong, trusted relationships with client stakeholders, from day-to-day
• Become a trusted advisor to executive stakeholders by providing strategic recommendations that
• Conduct regular business reviews and executive meetings to review platform performance, discuss
• Lead onsite client engagements, including preparing executive presentations, facilitating strategic
• Serve as the voice of the client internally — ensuring client needs and feedback are surfaced to

🎯 Requirements

• 5+ years of Client Success, Account Management, or Customer Experience in B2B fintech, banking
• Experience managing a portfolio of 20–30+ accounts simultaneously with a high standard of
• Excellent presentation and communication skills with experience leading executive business reviews
• Demonstrated track record of driving product adoption, renewals, and expansion opportunities within
• Strong relationship management skills with the ability to build trust and credibility across both
• Ability to navigate complex client organizations and build relationships across multiple

🎁 Benefits

• A fast-paced and collaborative environment
• Competitive compensation
• Stock options at a well-funded startup
• We cover 100% of medical, dental, and vision premiums for individuals on our base plan, with
• We cover 100% of extended medical, dental, and vision premiums for you and your family under our
• Retirement plan with 4% company matching