1d ago

Senior Client Success Manager

Idaho

โœจ $95k-$135k / yearest.

full-timesenior Remotefinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll serve as the post-sales support contact for Banking & Insurance clients, coordinating with internal teams to drive revenue growth and ensure value-added solutions. You'll conduct Customer Value Touchpoints and document key performance indicators to exceed service agreements.

๐ŸŽฏ What You'll Do

  • Serve as the 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.
  • Identify and facilitate customer training needs for a diverse portfolio.

๐Ÿ“‹ Requirements

  • 5+ years experience in sales, client service, or account management
  • Proficient in SFDC, KPI, and BI Portal
  • Strong knowledge of enterprise product line related to business unit solutions
  • Bachelor's degree required

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 after one year
  • ๐Ÿ“š Education assistance and extensive training resources
  • ๐Ÿ’ช Do Good Program: Paid volunteer days and donation matching
  • ๐Ÿฅ Comprehensive medical, dental, and vision insurance

๐Ÿ“จ Hiring Process

Estimated timeline: 2-4 weeks ยท AI estimate

  1. 1Recruiter Screenยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Panel Interviewยท 60 min
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