1d ago

Senior Client Success Manager

New York

โœจ $110k-$140k / yearest.

full-timesenior Remotefinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll be pivotal in fostering strong relationships with client accounts in the Banking & Insurance vertical. Your core impact is managing ongoing relationships and ensuring delivery of value-added solutions that drive revenue growth. This role offers the chance to make a lasting impact on how clients leverage data and analytics for decision-making.

๐ŸŽฏ 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.
  • Identify and facilitate customer training needs for diverse portfolio.

๐Ÿ“‹ Requirements

  • 5+ years experience in sales, client service, or account management.
  • Proficient in SFDC, KPI, and BI Portal applications.
  • 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’ฐ 401(k) plan with company matching.
  • ๐Ÿฅ Comprehensive medical, dental, and vision insurance.

๐Ÿ“จ Hiring Process

Estimated timeline: 2-4 weeks ยท AI estimate

  1. 1Recruiter Callยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Technical/Behavioral Interviewยท 60 min
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