Customer Success Manager managing a portfolio of customers using a scaled, one - to - many engagement model at Tapcheck. Driving success through proactive digital - first support and automation.
About the role
- Enterprise Customer Success Manager supporting and growing important bank relationships at Codat. Working with financial institutions to enhance data-driven client engagement and revenue growth.
Responsibilities
- Build deep, trusted relationships with the full range of bank users (sales, product and technical teams)
- Train, onboard, and coach frontline bankers to use Codat’s Insights solutions as part of their daily client workflow
- Ensure users understand the specific value of the Codat solution through training and resource creation
- Monitor adoption, usage trends, and connection growth and actively intervene where needed to keep momentum high
- Act as the owner of day-to-day success across all active bank rollouts
- Understand API structures and be able to communicate technical value of Codat solution
- Become the go-to partner and escalation point for users across your portfolio
- Anticipate friction before it becomes a problem and proactively guide users to success
- Run regular touchpoints, success reviews, and business outcomes sessions with bank teams
- Manage cross-functional coordination with bank ops, risk, product, and commercial teams
- Drive the expansion of connections across assigned users and teams, directly influencing Codat’s revenue growth
- Capture the lived reality of bank users, their day-to-day workflows, and their pain points.
- Translate insights into actionable feedback for product, engineering, design, data science, and leadership.
- Influence roadmap prioritization and long-term product strategy through real-world feedback loops.
- Advocate for the user and ensure our outputs meet the bar required for frontline success.
- Lead structured rollouts, including playbooks, training programs, and dashboards to track success.
- Drive consistency across banks while tailoring approaches to each bank’s unique internal structure
- Partner with Sales, Implementation, RevOps, GTM, and Product (project management) to deliver seamless end-to-end experiences
Requirements
- A proven operator in enterprise customer success, account management, sales enablement, or bank-facing roles
- Deep experience working with large, complex financial institutions or enterprise-scale clients
- Expert relationship-builder who knows how to win trust with senior leaders and frontline specialists
- Comfortable with proactively reaching out to prospective users
- Curious, empathetic, and obsessed with understanding how users actually work.
- Strong communicator who can simplify technical concepts and tailor them to any audience
- Highly organized with a bias for action and a track record of delivering consistently high-quality execution
- Excited by the idea of helping build a category-defining Insights platform for commercial banking
- Sales Engineering/technical account manager experience a plus
Benefits
- Offers Equity
- Offers Commission
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