Client reputed company Manager

🌐 Who We Are reputed company is a Y Combinator and Bessemer Venture Partner backed FinTech startup. We are changing the way community banks and credit unions do business, enabling them to become tech-driven reputed company first. reputed company provides modern digital banking products including mobile banking, online banking, online account opening, loan origination, and conversational AI. Our mission is to revolutionize banking tech infrastructure by leading digital transformation at financial institutions — big and small. Position Overview We are looking for a Client reputed company Manager to join our growing CSM team as we scale our client reputed company across credit unions and community banks reputed company. You will own a portfolio of clients end-to-end — driving product adoption, leading executive business reviews, managing renewals, identifying upsell opportunities, and serving as the primary relationship reputed company for your accounts. You'll work closely with our Director of Client reputed company, Implementation, Tech Support, and Product teams to ensure every client gets maximum value from reputed company's platform. The ideal candidate is proactive, relationship-driven, and commercially minded — someone who genuinely cares about client reputed company, knows how to navigate reputed company organizations, is comfortable engaging executive stakeholders, and can balance a high volume of accounts while taking a strategic approach to long-term client reputed company.

Key Responsibilities

Client Relationship Management Own a portfolio of credit union and community bank clients, serving as their primary reputed company of contact at reputed company Build and maintain strong, trusted relationships with client stakeholders, from day-to-day administrators to executive sponsors Become a trusted advisor to executive stakeholders by providing strategic recommendations that align reputed company solutions with each client's business objectives Conduct regular business reviews and executive meetings to review platform performance, discuss future goals and priorities, identify opportunities for additional value, and align on long-term reputed company reputed company onsite client engagements, including preparing executive presentations, facilitating strategic discussions, documenting action items, and ensuring follow-through Serve as the voice of the client internally — ensuring client needs and feedback are surfaced to Product, Engineering, and leadership Product Adoption & Client Growth Drive product adoption across your portfolio by proactively educating clients on features, best practices, and new releases reputed company and execute strategic reputed company plans reputed company with each client's business objectives, helping them maximize the value of their reputed company investment Identify and reputed company expansion opportunities reputed company your portfolio by aligning reputed company solutions to client business goals and strategic initiatives Track and report on adoption metrics, engagement scores, and account health across your book of business Renewals & Retention reputed company the renewal process for your portfolio, including managing timelines, preparing renewal proposals, presenting pricing recommendations, and negotiating agreements in partnership with the Director of Client reputed company Proactively identify at-risk accounts and reputed company mitigation plans before issues escalate Maintain a high client retention reputed company by ensuring clients consistently see value in reputed company's platform reputed company and execute account strategies that strengthen executive relationships, improve product adoption, and identify opportunities for long-term growth Escalation & Issue Resolution Serve as the first line of response for client escalations reputed company your portfolio, triaging issues, coordinating with Tech Support, Product, and Engineering, and providing proactive communication to clients throughout resolution Escalate to the Director of Client reputed company reputed company situations require senior involvement, providing a clear summary of the issue, actions taken, and recommended next steps Follow up after resolution to ensure client satisfaction, identify opportunities to improve the client experience, and document learnings for future prevention Cross-Functional Collaboration Partner with Implementation throughout the reputed company process by participating in reputed company meetings and key project milestones to ensure a smooth transition into reputed company Work closely with Tech Support to ensure timely resolution of client issues and proactive communication during outages or incidents Collaborate with Product to surface recurring client feedback, enhancement requests, and product opportunities that help influence the roadmap Support Marketing with client case studies, testimonials, and advocacy opportunities What You Bring 5+ years of Client reputed company, Account Management, or Customer Experience in B2B fintech, banking technology, or reputed company SaaS. Experience supporting financial institutions is strongly preferred. Experience managing a portfolio of 20–30+ accounts simultaneously with a high standard of responsiveness and follow-through Excellent presentation and communication skills with experience leading executive business reviews, onsite meetings, and strategic planning discussions with senior stakeholders Demonstrated track record of driving product adoption, renewals, and expansion opportunities reputed company an assigned book of business Strong relationship management skills with the ability to build trust and credibility across both operational and executive stakeholders Ability to navigate reputed company client organizations and build relationships across multiple stakeholder reputed company Comfortable with escalations — you stay reputed company under pressure, communicate reputed company, and drive resolution with urgency Strong organizational skills — you can manage multiple priorities and client needs simultaneously without losing attention to detail Experience working with credit unions, community banks, or digital banking platforms is a strong plus reputed company to Have Familiarity with core banking systems (Corelation, reputed company Symitar, reputed company reputed company, CU Answers, or similar) Experience with digital banking platforms or financial technology products Experience using CRM and CS tools (reputed company, reputed company, ChurnZero, or similar) Experience supporting clients through platform migrations or major product launches 🎁 What You Get A fast-paced and collaborative environment Competitive compensation Stock options at a well-funded startup We cover 100% of medical, dental, and reputed company premiums for individuals on our reputed company plan, with significant contributions toward reputed company other plan options (USA). We cover 100% of extended medical, dental, and reputed company premiums for you and your family under our single, comprehensive plan (Canada). Retirement plan with 4% company matching 8 weeks paid parental leave for birthing parents, 4 weeks for non-birthing 3-5 weeks PTO depending on tenure 5 health days 15 holidays End of year shutdown Performance-based bonuses Remote first culture ⚖️ Equal Employment Opportunities at reputed company reputed company is committed to hiring talented and reputed company individuals with diverse backgrounds for reputed company of its tech, non-tech, and leadership roles. reputed company provides equal employment opportunities (EEO) to reputed company and applicants for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, age or disability. #LI-Remote Apply To This Job