Client Success Manager

🕒 Outubro 20

🤠 Texas – Remoto

🤠 Texas – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🏆 Sucesso do Cliente

👻 Score fantasma 25%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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Bankjoy

SiteLinkedInTodas as Vagas

51 - 200 funcionários

🏦 Bancário

💳 Fintech

☁️ SaaS

💰 $12.500.000 Series A em 2020-09

Banking • Fintech • SaaS

A Bankjoy é uma empresa que oferece uma solução digital abrangente para bancos e cooperativas de crédito. Suas ofertas incluem serviços de banco móvel e online, abertura de contas online, solicitações de empréstimos online, extratos e um chatbot de IA conversacional chamado 'Joy'. A Bankjoy visa proporcionar uma experiência de banco digital integrada e perfeita tanto para clientes de varejo quanto empresariais. Eles se concentram em fornecer processos online rápidos e elegantes para solicitações de empréstimos e abertura de contas, além de uma experiência do usuário consistente por meio de sua plataforma aprimorada em segurança.

Descrição

• Own a portfolio of credit union and community bank clients as the primary point of contact • Build and maintain relationships with client stakeholders from administrators to executive sponsors • Provide strategic recommendations aligning Bankjoy solutions with client business objectives • Conduct regular business reviews and executive meetings • Lead onsite client engagements, executive presentations, strategic discussions, action-item documentation, and follow-through • Surface client needs and feedback to Product, Engineering, and leadership • Drive product adoption through client education on features, best practices, and releases • Develop and execute strategic success plans • Identify and lead expansion opportunities • Track and report adoption metrics, engagement scores, and account health • Lead portfolio renewals, including timelines, proposals, pricing recommendations, and negotiations with the Director of Client Success • Identify at-risk accounts and develop mitigation plans • Serve as the first line of response for client escalations and coordinate issue resolution • Escalate complex situations to the Director of Client Success with issue summaries and recommended next steps • Follow up after resolution to ensure satisfaction and document learnings • Partner with Implementation during onboarding and key project milestones • Collaborate with Tech Support during issue resolution, outages, and incidents • Collaborate with Product on client feedback, enhancement requests, and roadmap opportunities • Support Marketing with client case studies, testimonials, and advocacy opportunities

🎯 Requisitos

• 5+ years of Client Success, Account Management, or Customer Experience experience in B2B fintech, banking technology, or enterprise SaaS • Experience supporting financial institutions strongly preferred • Experience managing a portfolio of 20–30+ accounts simultaneously • Excellent presentation and communication skills • 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 • Strong relationship management skills across operational and executive stakeholders • Ability to navigate complex client organizations and build relationships across multiple stakeholder levels • Ability to manage escalations calmly and drive resolution with urgency • Strong organizational skills and attention to detail • Experience with credit unions, community banks, or digital banking platforms is a strong plus • Familiarity with core banking systems such as Corelation, Jack Henry Symitar, Fiserv Portico, or CU Answers is a nice to have • Experience with digital banking platforms or financial technology products is a nice to have • Experience using CRM and CS tools such as Salesforce, Gainsight, or ChurnZero is a nice to have • Experience supporting clients through platform migrations or major product launches is a nice to have

🏖️ Benefícios

• Stock options at a well-funded startup • 100% of medical, dental, and vision premiums covered for individuals on the USA base plan • 100% of extended medical, dental, and vision premiums covered for the employee and family under the Canada comprehensive plan • Retirement plan with 4% company matching • 8 weeks paid parental leave for birthing parents • 4 weeks paid parental leave for non-birthing parents • 3-5 weeks PTO depending on tenure • 5 health days • 15 holidays • End of year shutdown • Performance-based bonuses • Remote first culture • Fast-paced and collaborative environment • Competitive compensation

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