Hybrid Senior Client Success Manager

Posted last month

Apply now

About the role

  • Senior Client Success Manager in fintech enhancing B2B client relationships. Driving strategic initiatives and product roadmap decisions through client insights and analytics.

Responsibilities

  • Own strategic accounts as primary relationship owner, anticipating client needs and building trust through transparency during both wins and crises
  • Identify patterns across your book of business and act as intelligence engine for Product and Account Management, translating frontline insights into product roadmap decisions and surfacing expansion opportunities
  • Lead monthly performance reviews that teach clients something new, moving beyond reporting to diagnosing root causes and proposing evidence-based solutions
  • Coordinate audit processes end-to-end with zero missed deadlines and resolve complex issues with speed and clarity
  • Turn individual client wins into repeatable playbooks and partner with Client Operations to fix systemic friction
  • Document what works and elevate team performance through knowledge sharing and scalable processes

Requirements

  • 4+ years in high-touch B2B client success, strategic account management, or management consulting with enterprise clients - deep experience with fewer strategic accounts vs. managing long lists of transactional relationships
  • Track record of controlling narratives with enterprise clients during both wins and crises: maintained trust when things broke, preempted escalations through transparency, turned detractors into advocates
  • Demonstrated analytical capability: used SQL, Excel, or BI tools (Mode, Looker, Tableau) to structure messy client data into insights that changed behavior - not just reported metrics but diagnosed problems
  • Cross-functional influence without authority: partnered with Product, Operations, Compliance to ship improvements that became team-wide best practices - drove outcomes, not just flagged issues
  • Evidence of improving client outcomes through process innovation: built systems that scaled beyond their book of business, turned individual wins into repeatable playbooks.

Benefits

  • Offers Equity

Job title

Senior Client Success Manager

Job type

Experience level

Senior

Salary

$120,000 - $170,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job