Senior Client Success Manager, 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 solutions with client business goals.

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

• Suggest data-driven marketing strategies, campaigns, and best practices.

• Monitor client sentiment and advocacy, proactively resolving any concerns.

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

• Create and present Executive/Strategic Business Reviews for specific portfolio segments.

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

• Develop and nurture relationships with operational contacts and executive influencers.

• Foster internal client advocates who support Alkami Data and Marketing.

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

• Implement renewal playbooks and processes to achieve retention goals.

• Maintain client data, activities, and health indicators in Gainsight, Salesforce, and Jira.

• Adhere to standardized schedules for touchpoints, EBRs, and internal reviews.

• Create success plans that outline client objectives and monitor progress.

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

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

• Travel up to 25% as necessary to fulfill client and business needs.

⛳️ Requirements

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

• 5–7+ years of pertinent experience in Client Success, Account Management, Marketing Strategy, or similar client-facing roles.

• Ability to utilize data and insights to shape marketing strategies, campaigns, and optimization recommendations.

• Demonstrated success in independently managing a diverse client portfolio across different sizes, complexities, and lifecycle stages.

• Strong relationship-building skills with operational contacts and executive stakeholders.

• Competence in leading client presentations and Executive/Strategic Business Reviews.

• Exceptional verbal, written, and presentation communication skills.

• Capability to translate complex data into clear, business-ready narratives.

• High level of organization, ownership, and follow-through.

• Proficiency with Customer Success and CRM tools, including Gainsight and Salesforce.

• Familiarity with collaboration systems such as Google Workspace, Jira, Confluence, and Slack.

• Ability to quickly acclimate in a fast-paced, continuously evolving environment.

• Solid understanding of digital marketing tactics, including email, programmatic, targeting, and segmentation.

• Knowledge of technical products, data insights, and performance metrics.

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

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

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

• Preferred: familiarity with financial technology.

• Willingness to travel up to 25%.

• Must be eligible to work in the US for full-time employment; employment sponsorship is not available.

🏝️ Benefits

• Remote-first work environment.

• Unlimited paid time off.

• 401(k) plan with employer matching.

• Diverse and inclusive workplace.

• Enjoyable company culture.