Senior Client Success Manager

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🕒 Julho 6

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TrueML

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💼 Consultoria

🏥 Saúde

📣 Marketing

Consulting • Healthcare • Marketing

A TrueML é uma empresa líder no setor de fintech, conhecida por suas soluções inovadoras que priorizam a experiência do cliente na indústria de serviços financeiros. A empresa, juntamente com sua família de companhias como a TrueAccord, foca no desenvolvimento de plataformas de comunicação e produtos inteligentes, digitais desde o início, que revolucionam a experiência do consumidor na gestão de saúde financeira. A TrueML aproveita a expertise de uma equipe dinâmica de cientistas de dados, especialistas em serviços financeiros e especialistas em experiência do cliente para criar tecnologia que resolve obstáculos ao bem-estar financeiro dos consumidores, garantindo inclusão e acessibilidade nos sistemas financeiros. Fundada em 2013 por Ohad Samet, a TrueML continua a transformar os serviços financeiros tradicionais, tornando-os mais amigáveis e eficazes para o consumidor.

Descrição

• Portfolio Ownership: Manage and grow a portfolio of roughly 15 strategic clients ranging from fintechs to enterprise organizations. • Strategic Partnership: Serve as a trusted advisor by leading Executive Business Reviews and proactively recommending solutions that anticipate client needs. • Commercial Growth: Drive the commercial success of your portfolio by owning customer retention, expansion strategies, and overall revenue growth. • Subject Matter Expertise: Develop deep industry knowledge in areas like fintech lending, consumer engagement, and AI-enabled workflows to challenge assumptions and introduce new ideas. • Executive Relationship Management: Build trusted relationships across multiple levels of client organizations to confidently facilitate executive conversations and influence strategic direction. • Cross-Functional Leadership: Act as the voice of the customer internally, partnering with Product, Engineering, and Sales to remove roadblocks and drive continuous platform improvement. • Success Planning: Monitor portfolio health through quantitative and qualitative metrics, building annual account plans to mitigate risks early.

🎯 Requisitos

• Experienced Partner: You bring proven experience managing strategic customer relationships within SaaS, fintech, financial services, or a similar consultative B2B environment. • Intellectually Curious: You naturally think like a consultant, asking thoughtful questions to uncover underlying business challenges and priorities. • Exceptional Communicator: You possess strong executive communication skills and can confidently navigate difficult conversations with empathy and professionalism. • Commercially Minded: You have strong commercial acumen and genuinely enjoy identifying opportunities that create value for both the customer and the business. • Highly Organized: You can independently prioritize multiple complex projects while maintaining a sharp attention to detail. • Proactive Leader: You take internal ownership of outcomes without waiting to be asked and thrive in a collaborative, team-oriented culture.

🏖️ Benefícios

• Flexible vacation • Medical/dental/vision insurance • Traditional/Roth retirement savings options • Company-paid disability and life insurance • Flexible Spending Account & Limited FSA • Family-friendly parental leave, volunteer and voting time off • On-demand wellness platform access for you and 5 friends and family • PerkSpot discount program for 900+ merchants nationwide