Client Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the strategic and commercial leader for a portfolio consisting of around 15 enterprise clients in the fintech sector and major financial institutions.

• Enhance portfolio retention and growth through the development of strategic account plans.

• Optimize both Gross and Net Revenue Retention, mitigate logo churn, and discover opportunities to increase account placement volumes.

• Transform pilot programs into long-term commercial contracts by aligning client expectations with success criteria and monitoring performance metrics.

• Facilitate monthly and quarterly business reviews.

• Employ consultative discovery techniques to gain insights into client business models and showcase measurable ROI.

• Foster trusted relationships with executive, technical, operational, and procurement stakeholders.

• Collaborate with teams across Product, Engineering, Sales, Operations, Legal, and Compliance.

• Track portfolio health metrics and identify risks associated with renewals.

• Maintain precise forecasts for revenue, expansions, and pilot conversions in Salesforce.

• Propel product adoption, manage renewals, convert pilots into enduring partnerships, and achieve sustainable revenue growth.

⛳️ Requirements

• Over 5 years of experience in enterprise client success or account management.

• Background in SaaS, fintech, financial services, payments, or debt collections.

• Strong grasp of recurring revenue models.

• Demonstrated success in managing retention, expansion revenue, GRR, NRR, and pilot conversions.

• Capability to analyze complex performance data.

• Ability to formulate value-driven recommendations.

• Proficiency in leading discussions with technical operators and C-suite executives.

• Skill in orchestrating internal teams without formal authority.

• Practical experience using Salesforce and client health monitoring platforms.

• Proactive in fast-paced environments.

🏝️ Benefits

• Flexible vacation.

• Medical, dental, and vision insurance.

• Traditional and Roth retirement savings options.

• Company-paid disability and life insurance.

• Flexible Spending Account and Limited FSA.

• Family-friendly parental leave.

• Volunteer and voting time off.

• On-demand wellness platform access for you and 5 friends and family.

• PerkSpot discount program for over 900 merchants nationwide.

• Remote-first work environment.

• Reasonable accommodations for individuals with disabilities.