1d ago

Client Success Manager

Illinois

โœจ $100k-$130k / yearest.

full-timesenior Remotefinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll serve as the single post-sales support contact for client accounts in the Banking & Insurance vertical, coordinating with internal teams. You'll drive revenue growth and client satisfaction by ensuring delivery of value-added data and analytics solutions. This role offers the chance to make a lasting impact on how clients leverage essential data.

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 of 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.
  • Ability to engage with C-level personas (CFO, CPO, etc.).

โœจ Nice to Have

  • Bachelor's degree required; Master's degree preferred.
  • 3-5 years of project management experience.
  • Product certifications in Finance or Sales & Marketing Solutions.

๐ŸŽ Benefits & Perks

  • ๐Ÿ–๏ธ Generous PTO that increases with tenure.
  • ๐Ÿ‘ถ Up to 16 weeks paid parental leave after one year.
  • ๐Ÿ’ฐ 401(k) with company matching.
  • ๐ŸŽ“ Education assistance and training resources.
  • ๐Ÿ’ช Comprehensive medical, dental, vision.

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
0 0 0