1d ago

Senior Client Success Manager

Arizona
full-timesenior Remotefinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll manage client relationships in the Banking & Insurance vertical, coordinating with internal teams to drive revenue growth and satisfaction. You'll ensure delivery of value-added solutions that exceed service agreements. This role offers the chance to make a lasting impact on how clients leverage essential data and analytics.

๐ŸŽฏ What You'll Do

  • Serve as primary post-sales support contact for customers.
  • Conduct Customer Value Touchpoints to document use cases and KPIs.
  • Coordinate internal teams including Delivery, Onboarding, and Implementation.
  • Identify and facilitate customer training needs for diverse clients.

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 related to business unit solutions.
  • Ability to engage with C-level personas including CFO, CPO, CCO, and CMO.

โœจ Nice to Have

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

๐ŸŽ Benefits & Perks

  • ๐Ÿ–๏ธ Generous PTO increasing with tenure.
  • ๐Ÿ‘ถ Up to 16 weeks fully paid parental leave after one year.
  • ๐ŸŽ“ Education assistance and extensive training resources.
  • ๐Ÿ’ผ 401(k) plan with company matching.
  • 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. 3Technical/Behavioral Interviewยท 60 min
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