LW
Customer Success Manager managing strategic client relationships for Octadesk's SaaS platform. Focusing on client satisfaction and upselling opportunities while collaborating with internal teams.
About the role
- Lead, coach, and develop a team of Business Banking Account Managers, ensuring high performance, professional growth, and strong employee engagement.
- Oversee account management activities for Business Banking portfolios, ensuring consistent and proactive client support.
- Achieve portfolio growth targets.
- Analyze and report on teams performance to quantitative and qualitative goals, including attrition, retention, cross-sell and referrals to Bank Partner with Business Banking and Business Banking Payments leaders to strengthen collaboration and enhance client experience.
- Act as a key liaison between account management and senior management and senior leadership, ensuring alignment on strategy, performance, and client needs.
- Foster a culture of accountability, teamwork, and client-first service within the account management team.
- Drive process improvements, identify opportunities for efficiency, and ensure consistent execution of best practices.
- Maintain strong business banking knowledge and external awareness to support clients effectively and advise team members on deepening payments only portfolio.
Requirements
- Bachelor's degree in business, finance, or related field preferred.
- 7+ years of experience in account management, business banking, or related financial services.
- 3+ years of experience in a people leadership role, preferably in banking or financial services.
- Strong understanding of Business Banking sales process, partner engagement, and client portfolio management.
- Ability to collaborate and influence effectively at all levels, including senior leaders.
- Proven success in building and leading high-performing teams.
- Strong communication skills with an executive presence.
- Willingness and ability to travel at least 50% of the time.
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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