1d ago

Senior Client Success Manager

Virginia

โœจ $115k-$145k / yearest.

full-timelead Remotefinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll manage client relationships in the Banking & Insurance vertical, coordinating with internal teams to ensure delivery of data and analytics solutions. You'll help clients leverage data for business decisions, making a lasting impact on their success.

๐ŸŽฏ What You'll Do

  • Act 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

๐Ÿ“‹ Requirements

  • 5+ years of experience in sales, client service, or account management
  • Proficiency in SFDC, KPI, and BI Portal applications
  • Enterprise product knowledge related to business unit solutions
  • Excellent communication skills for high-level documentation

โœจ Nice to Have

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

๐ŸŽ Benefits & Perks

  • ๐Ÿ–๏ธ Generous PTO that increases with tenure
  • ๐Ÿ‘ถ 16 weeks paid parental leave after one year
  • ๐Ÿ“š Education assistance and training resources
  • ๐Ÿค Do Good Program with paid volunteer days
  • ๐Ÿฅ Comprehensive medical, dental, 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. 3Panel Interviewยท 60 min
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