1d ago
Senior Client Success Manager
Idaho
โจ $95k-$135k / yearest.
full-timesenior Remotefinance
๐ Tech Stack
๐ผ 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.
๐ฏ 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.
๐ 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
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 after one year
- ๐ Education assistance and extensive training resources
- ๐ช Do Good Program: Paid volunteer days and donation matching
- ๐ฅ Comprehensive medical, dental, and vision insurance
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Recruiter Screenยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Panel Interviewยท 60 min
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