Senior Client Success Manager, Banking & Insurance Vertical (R-18970)

Description:

• Serve as the primary post-sales point of contact for client value and impact conversations.
• Coordinate internal teams across delivery, onboarding, implementation, product, data advisory, training, and customer service.
• Conduct customer value touchpoints to document use cases, KPIs, adoption, and solution optimization.
• Identify and coordinate customer training needs across the portfolio.
• Ensure contracted products and services are delivered to meet or exceed SLAs and KPIs.
• Facilitate additional support and escalation resources as needed to resolve client issues.
• Support attendance to industry knowledge sessions when available.
• Act as backup support for sales directors and other client success managers on contract management, forecasting, and negotiation.
• Demonstrate products directly to customers when needed, including Finance Solutions, Sales & Marketing Solutions, and Third-Party Risk & Compliance offerings.

Requirements:

• Bachelor’s degree.
• 5+ years of experience in sales, sales support, client service, or account management.
• 3-5 years of project management experience.
• Strong written and verbal communication skills.
• Experience using SFDC, KPI tools, BI Portal, OA/QTC, Sales Spot, and usage reporting systems.
• Strong knowledge and acumen of enterprise product sets associated with business unit solutions.
• Ability to document process reviews and/or process maps at a high level.
• Understanding of CFO, CPO, CCO, and CMO personas.
• Master’s degree preferred.
• Six Sigma or Project Management certification preferred.

Benefits:

• Salary range of $100,700 to $169,200 per year.
• Commission eligibility.
• Generous paid time off starting in the first year and increasing with tenure.
• Up to 16 weeks of 100% paid parental leave after one year of employment.
• Paid sick time for personal or family care.
• Education assistance and extensive training resources.
• Paid volunteer days and donation matching through the Do Good Program.
• Competitive 401(k) with company matching.
• Medical, dental, and vision insurance for employees, spouses/partners, and dependents.
• Health and wellness benefits, including discounted Wellhub membership rates.

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