1d ago

Senior Client Success Manager

Pennsylvania

โœจ $95k-$125k / yearest.

full-timesenior Remotefinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll manage ongoing client relationships in the Banking & Insurance vertical, coordinating with internal teams to deliver value-added solutions. You'll ensure service agreements are exceeded and drive revenue growth. This role offers a chance to impact how clients use data and analytics for business decisions.

๐ŸŽฏ What You'll Do

  • Serve as single post-sales support contact for customers
  • Coordinate with Delivery, Onboarding, Implementation, Customer Service
  • Conduct Customer Value Touchpoints to document use cases and KPIs
  • Identify and facilitate customer training needs

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 for business unit solutions
  • Bachelor's degree required

โœจ Nice to Have

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

๐ŸŽ Benefits & Perks

  • ๐Ÿ–๏ธ Generous PTO that increases with tenure
  • ๐Ÿ‘ถ 16 weeks paid parental leave after one year
  • ๐ŸŽ“ Education assistance and training resources
  • ๐Ÿ’ช Do Good Program with paid volunteer days and donation matching
  • ๐Ÿ’ต Competitive 401(k) with company matching

๐Ÿ“จ Hiring Process

Estimated timeline: 2-4 weeks ยท AI estimate

  1. 1Recruiter Callยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Team Interviewยท 45 min
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