1d ago
Senior Client Success Manager
California
โจ $110k-$165k / yearest.
full-timesenior Remotefinance
๐ Tech Stack
๐ผ 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.
๐ฏ 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
๐ 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
โจ Nice to Have
- Master's degree and certifications preferred
- 3-5 years of project management experience
๐ Benefits & Perks
- ๐๏ธ Generous PTO that increases with tenure
- ๐ถ Up to 16 weeks fully paid parental leave
- ๐ Education assistance and training resources
- ๐ช Do Good Program with paid volunteer days
- ๐ฅ Comprehensive medical, dental, vision insurance
๐จ Hiring Process
Estimated timeline: 2-3 weeks ยท AI estimate
- 1Recruiter Phone Screenยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Virtual On-site Interviewยท 60 min
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