Partner Success Manager

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

📋 Description

• Act as the main point of contact for designated clients on a daily basis

• Foster trusted relationships while addressing operational requirements, concerns, and business goals

• Take ownership of client retention and the overall health of relationships

• Spot opportunities for account growth, enhanced product usage, and stronger client partnerships

• Relay client needs, business objectives, and potential relationship risks to internal teams and leadership

• Manage and track client onboarding milestones

• Coordinate with internal teams and external partners to address dependencies, risks, and delays

• Update on onboarding status, outstanding requirements, and any exceptions

• Smooth the transition from implementation to ongoing partner success

• Promote client product adoption and keep an eye on established adoption targets

• Lead the communication and adoption of product enhancements and functionalities

• Collect and relay client feedback to guide product and service improvements

• Ensure prompt resolution of issues reported by clients

• Handle client change requests and exceptions

• Work with internal teams and external vendors to tackle operational challenges

• Recognize recurring issues and process gaps, escalating risks while advocating for sustainable solutions

• Stay informed about DTS Connex products, cash-management operations, and industry trends

• Track industry trends and emerging solutions to enhance client outcomes and inform internal business discussions

⛳️ Requirements

• Bachelor's degree in Business, Finance, or a related discipline, or an equivalent combination of education and experience

• One to three years of experience in banking, account management, client success, or a related area

• Strong organizational abilities and project coordination skills

• Capability to manage multiple client relationships, onboarding milestones, and competing priorities

• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint

• Excellent analytical, problem-solving, and presentation skills

• Strong written and verbal communication abilities

• Proficient in effective communication with operational teams, business stakeholders, and executive audiences

• Ability to build trusted relationships, manage challenging client situations, and collaborate with internal teams and external partners

• Skill in assessing client needs, identifying growth opportunities, and creating proactive strategies to enhance retention and product adoption

• Keen attention to detail and sound judgment

• Capability to identify and escalate operational risks

• Proactive, accountable, and client-focused attitude towards issue resolution, relationship development, and continuous improvement

🏝️ Benefits

• Eligibility for an incentive compensation plan based on company, line of business, and/or individual performance

• Comprehensive benefits that support physical, financial, emotional, and social well-being

• Benefits programs available for employees and their families