1d ago
Client Success Manager
Illinois
โจ $100k-$130k / yearest.
full-timesenior Remotefinance
๐ Tech Stack
๐ผ 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.
๐ฏ 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.
๐ 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.).
โจ 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.
๐ Benefits & Perks
- ๐๏ธ Generous PTO that increases with tenure.
- ๐ถ Up to 16 weeks paid parental leave after one year.
- ๐ฐ 401(k) with company matching.
- ๐ Education assistance and training resources.
- ๐ช Comprehensive medical, dental, vision.
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Recruiter Callยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Panel Interviewยท 60 min
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