Client Success Manager

🕒 July 3

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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Meridian Cooperative

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1976

💳 Fintech

🤝 B2B

Fintech • B2B • Payments

Meridian Cooperative is a company dedicated to enabling instant payments for everyone worldwide. With a team of experienced professionals from leading fintech and payment solution firms, they focus on creating innovative financial solutions to bring the world closer together. Their mission is to revolutionize the global payments landscape, making transactions seamless and accessible for all.

📋 Description

• Serve as the primary client advocate, guiding customers through onboarding, adoption, expansion, and long-term success. • Develop strong relationships with key stakeholders, senior leaders, and decision-makers within client organizations. • Gain a deep understanding of each client's business strategy, operational goals, challenges, and key performance indicators (KPIs). • Conduct regular account touchpoints, business reviews, and success planning sessions to ensure clients are realizing value from Meridian’s solutions. • Follow up with clients after contract renewals to reinforce relationships and demonstrate appreciation for their continued partnership. • Proactively engage with clients to identify goals, challenges, risks, and opportunities. • Monitor client health metrics, system utilization, and success KPIs to identify trends and recommend actionable solutions. • Review System Utilization Reports (SURs) on a recurring basis and collaborate with client contacts to increase adoption and value. • Identify opportunities to expand utilization of Meridian’s platform and help clients address additional business challenges. • Coordinate client training, best practices, support resources, and educational opportunities to drive product adoption. • Partner closely with Enterprise Account Managers (EAMs) to drive engagement, satisfaction, retention, and growth. • Communicate account activity, client feedback, opportunities, and risks clearly and consistently to assigned EAMs and leadership. • Assist EAMs with annual account reviews, strategic planning, and ongoing client engagement activities. • Support business development efforts by facilitating budgetary estimates, technical quotes, migration planning, and client communications. • Act as the voice of the client internally by advocating for client needs, requirements, and expectations. • Collaborate with Product, Support, Development, and Leadership teams to resolve issues and improve the overall client experience. • Share client feedback, innovative ideas, and enhancement opportunities with internal stakeholders. • Communicate product updates, commitments, and timelines from Product Support teams and Product Owners. • Lead the Meridian Pre-Migration Process for clients transitioning to Meridian’s new software platform. • Coordinate efforts across departments to ensure successful planning, communication, and execution of migration strategies. • Maintain accurate client account information across CRM platforms, third-party applications, and internal systems. • Represent Meridian at industry conferences, user groups, client meetings, and networking events. • Travel to client sites as needed for account reviews, audits, strategic meetings, training, and special projects.

🎯 Requirements

• 4+ years of experience in Client Success, Account Management, Relationship Management, Customer Success, or a related client-facing role. • Experience working within SaaS, technology, utility, or electric cooperative industries. • Bachelor's degree in Business, Communications, Information Technology, or a related field, or equivalent professional experience. • Proven ability to build and maintain executive-level client relationships. • Strong analytical skills with experience leveraging data, reporting, and client success metrics to drive outcomes.

🏖️ Benefits

• Outstanding Medical/Dental/Vision • Education/Training Reimbursement • Flexible Spending Account • Health/Wellness Reimbursement • Excellent Life and AD&D insurance • Paid Time Off: Eligible to begin accrual from date of hire; accrual amount based on years of service. Beginning accrual rate equivalent to 22 days per year. • 10 holidays which include the day after Thanksgiving, and Christmas Eve. • Up to 240 hours of PTO can roll over to the following year. • Volunteer Time: 8 hours per year • Retirement: Robust 401K. Following one year of eligible service, the Company contributes in two ways: (1) match of 100% of each dollar you contribute on the first five percent (5%) of eligible compensation, and (2) Employer basic contribution of 4% of base salary (with increases in basic contribution percentage based on years of service). Employees are 100% vested in Company funded contributions from the date they enter the plan.