1d ago

Senior Client Success Manager

California

โœจ $110k-$165k / yearest.

full-timesenior Remotefinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll manage key client relationships in the Banking & Insurance vertical, coordinating with internal teams to deliver data-driven solutions. You'll ensure service agreements are exceeded and drive revenue growth through value-added support. This role offers the chance to make a lasting impact on how clients leverage essential data and analytics.

๐ŸŽฏ What You'll Do

  • Serve as single post-sales support contact for customers
  • Coordinate with Delivery, Onboarding, Implementation, and Customer Service teams
  • Conduct Customer Value Touchpoints to document use cases and KPIs
  • Ensure delivery meets or exceeds defined SLAs and KPIs

๐Ÿ“‹ Requirements

  • 5+ years of experience in sales, client service, or account management
  • Proficient in SFDC, KPI, and BI Portal applications
  • Strong knowledge of enterprise product line for business unit solutions
  • Excellent communication and high-level documentation skills

โœจ Nice to Have

  • Master's degree and certifications preferred
  • 3-5 years of project management experience

๐ŸŽ Benefits & Perks

  • ๐Ÿ–๏ธ Generous PTO that increases with tenure
  • ๐Ÿ‘ถ Up to 16 weeks fully paid parental leave
  • ๐Ÿ“š Education assistance and training resources
  • ๐Ÿ’ช Do Good Program with paid volunteer days
  • ๐Ÿฅ Comprehensive medical, dental, vision insurance

๐Ÿ“จ Hiring Process

Estimated timeline: 2-3 weeks ยท AI estimate

  1. 1Recruiter Phone Screenยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Virtual On-site Interviewยท 60 min
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