Client Success Manager II, Data & Marketing

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

📋 Description

• Serve as the main consultative partner for a designated, intricate book of business, aligning the Data & Marketing solution with client business goals.

• Facilitate regular strategy and planning discussions with both day-to-day and senior stakeholders.

• Offer insights on data-driven marketing strategies, campaigns, and best practices.

• Sustain client sentiment and advocacy by proactively addressing concerns and emphasizing value.

• Evaluate client usage and campaign outcomes to link platform activity with growth, engagement, and ROI.

• Create and present Quarterly Business Reviews (QBRs).

• Spearhead client success initiatives that enhance satisfaction, engagement, retention, and upsell opportunities.

• Establish and nurture multi-threaded relationships with operational contacts and executive influencers.

• Foster client-side advocates who champion Alkami Data and Marketing while promoting adoption and expansion.

• Coordinate account engagement across Product, Marketing, Implementation, and Support teams.

• Implement renewal playbooks and processes to achieve retention objectives.

• Keep precise client data, activities, and health indicators updated in Gainsight, Salesforce, and Jira.

• Adhere to standardized touchpoint cadences, QBRs, and internal reviews.

• Develop success plans that define client objectives and monitor progress.

• Advocate for client needs and escalate critical issues within the organization.

• Document best practices, playbooks, and scalable approaches for Client Success.

⛳️ Requirements

• 3–5+ years of relevant experience in Client Success, Account Management, Marketing Strategy, or other related client-facing positions.

• Demonstrated success in independently managing a complex book of business.

• Proven experience in providing strategic, data-driven consultation that results in measurable outcomes and client satisfaction.

• Bachelor’s degree in Business, Marketing, Data/Analytics, Communications, or a related discipline.

• Experience acting as a primary consultative partner for B2B clients, preferably in SaaS, martech, adtech, or data-driven marketing sectors.

• Capability to utilize data and insights to guide marketing strategies, campaigns, and optimization suggestions.

• Proficient in independently managing a diverse client portfolio while prioritizing time across varying sizes, complexities, and lifecycle stages.

• Strong skills in building relationships with operational contacts and stakeholders.

• Ability to lead client presentations and QBRs effectively.

• Exceptional verbal, written, and presentation communication abilities.

• Skill in transforming complex data into clear, business-ready narratives.

• High degree of organization, accountability, and follow-through in a fast-paced, remote setting.

• Proficient with Gainsight, Salesforce, Google Workspace, Jira, Confluence, and Slack.

• Ability to quickly adapt in a constantly changing environment.

• Understanding of digital marketing tactics encompassing email, programmatic, targeting, segmentation, and performance metrics.

• Technical knowledge of product and data insights.

• Preferred: experience with financial institutions or digital banking/fintech.

• Preferred: familiarity with data-driven marketing platforms, campaign management tools, or customer intelligence solutions.

• Preferred: exposure to programmatic digital advertising, personalization, or predictive analytics.

• Preferred: knowledge of financial technology.

• Must be eligible to work in the US for full-time employment.

• Must be willing to travel up to 25% as required.

🏝️ Benefits

• Remote-first environment.

• Unlimited paid time off.

• 401(k) plan with employer matching.

• Diverse and inclusive workplace.

• Fun company culture.