1d ago
Lead Client Success Manager
Maryland
โจ $105k-$150k / yearest.
full-timesenior Remotefinance
๐ Tech Stack
๐ผ About This Role
You'll serve as the post-sales support contact for clients in the Banking & Insurance vertical, ensuring delivery of value-added solutions. You'll coordinate with internal teams to drive revenue growth and exceed service agreements. This role offers the chance to impact how clients use data and analytics for business decisions.
๐ฏ What You'll Do
- Serve as single post-sales support contact for customers.
- Coordinate with internal teams (Delivery, Onboarding, etc.).
- Conduct Customer Value Touchpoints to document use cases.
- Identify and facilitate customer training for diverse portfolios.
๐ Requirements
- 5+ years of experience in sales or account management.
- Proficient in SFDC, KPI, and BI Portal.
- Bachelor's degree required.
- Strong understanding of enterprise product line solutions.
โจ Nice to Have
- Master's degree or 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 of fully paid parental leave.
- ๐ Education assistance and extensive training resources.
- ๐ฐ Competitive 401(k) plan with company matching.
- ๐ฅ Comprehensive medical, dental, vision insurance.
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Recruiter Phone Screenยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Technical/Team Interviewยท 60 min
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