Onsite Client Success Manager, Commercial, BPaas

Posted 13 hours ago

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About the role

  • Client Success Manager driving client satisfaction and solution adoption for fintech solutions. Collaborating with teams to achieve business goals and minimizing churn risk across client relationships.

Responsibilities

  • Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities
  • Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact
  • Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization
  • Develop a deep understanding of clients’ business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption
  • Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn
  • Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback
  • Capture, communicate, and bring forward expansion recommendations from customer insights to sellers
  • Act as a liaison between product management and clients; partner with sales & professional services teams
  • Participate in the renewal process and articulate the renewal value story to clients

Requirements

  • 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
  • Bachelor’s degree; relevant previous experience in financial technology services
  • Ability to clearly articulate business value (written/verbal) to various stakeholders within clients’ organizations
  • Knowledge of financial technology industry and products, including market trends, challenges, and opportunities
  • Strong analytical skills, including experience with Tableau or similar software, and turning data into insights
  • Strong communication/presentation skills and confidence in all levels of customer engagement/situations
  • Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles

Benefits

  • A voice in the future of fintech
  • Always-on learning and development
  • Collaborative work environment
  • Opportunities to give back

Job title

Client Success Manager, Commercial, BPaas

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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