Remote Lead Client Success Manager

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Client Success Manager - REMOTE. In this role, you will be pivotal in fostering strong relationships with client accounts in the Banking & Insurance vertical. Your primary responsibility will be managing ongoing client relationships and ensuring the delivery of value-added solutions that drive revenue growth and client satisfaction. You will coordinate with various internal teams to enhance client experience and support, ensuring service agreements are not only met but exceeded. This position offers the chance to make a lasting impact on how clients leverage essential data and analytics for business decision-making.

• Serve as the single post-sales support contact for customers, facilitating value and impact discussions.
• Coordinate effectively with internal teams including Delivery, Onboarding, Implementation, and Customer Service.
• Conduct Customer Value Touchpoints to document use cases and key performance indicators.
• Identify and facilitate customer training needs for a diverse portfolio of clients.
• Ensure delivery of products/services meets or exceeds defined SLAs and KPIs.
• Provide additional support in areas like Data Advisory and Technical Implementation as needed.
• Promote attendance to relevant industry knowledge sessions.
• Assist Sales Managers with contract management, forecasting, and negotiation as needed.
• Possess skills in product certifications related to Finance Solutions and Sales & Marketing Solutions.

• 5+ years of experience in sales, client service, or account management.
• Proficient in utilizing applications and systems like SFDC, KPI, and BI Portal.
• Strong knowledge of enterprise product line related to business unit solutions.
• Excellent written and verbal communication skills with a focus on high-level documentation.
• Ability to understand and engage with various personas, including CFO, CPO, CCO, and CMO.
• Bachelor’s degree required; Master’s degree and certifications preferred.
• 3-5 years of project management experience are desirable.

• Generous paid time off that increases with tenure.
• Up to 16 weeks of fully paid parental leave after one year of employment.
• Paid sick time for personal or family health needs.
• Education assistance and extensive training resources available.
• Do Good Program: Paid volunteer days and donation matching opportunities.
• Competitive 401(k) plan with company matching.
• Health and wellness benefits, including discounted membership rates.
• Comprehensive medical, dental, and vision insurance for employees and their families.

Why Apply Through Jobgether?

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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