Client Success Manager II, Data & Marketing

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Alkami Technology

WebsiteLinkedInAlle Stellen

501 - 1000 Mitarbeiter

Gegründet 2009

🏦 Bankwesen

💳 Fintech

☁️ SaaS

💰 €300.000.000 Post-IPO Debt - Alkami Technology im 2025-03

Banking • Fintech • SaaS

Alkami Technology ist ein Softwareunternehmen für digitales Banking, das eine cloudbasierte Digital Sales & Service Plattform für Banken und Kreditgenossenschaften bereitstellt. Die Plattform kombiniert Onboarding und Kontoeröffnung (via MANTL), digitales Banking sowie Daten- & Marketinglösungen, um vorausschauende, datengesteuerte Kundenerlebnisse, schnellere Kontoeröffnung, Betrugsschutz, Zahlungsberichte und personalisiertes Marketing zu ermöglichen. Alkami bedient Finanzinstitute (Privat- und Geschäftskunden) und bietet Integrationen, Entwickler-Tools sowie Implementierungsunterstützung, um das Einlagenwachstum zu fördern, die Kundenabwanderung zu reduzieren und die Betriebseffizienz zu verbessern.

Beschreibung

• Serve as the primary Client Success point of contact for new Segmint Data & Marketing clients from kickoff through go-live and early adoption, including ownership of a secondary book of business demonstrating overall solution value ROI. • Partner closely with Implementation, Data Integration, and other internal teams to coordinate client success deliverables. • Lead or co-lead client kickoff and discovery sessions to clarify objectives, use cases, marketing programs, and success criteria. • Track and communicate status, risks, and next steps with both clients and internal partners to keep onboarding and client adoption on schedule. • Validate that key elements of the client environment (data feeds, configurations, user access, initial campaigns, etc.) are in place prior to training and go-live. • Collaborate with Implementation and technical teams to confirm readiness for production launch and mitigate risks before go-live. • Develop and deliver structured training sessions for client stakeholders (admins, marketers, analysts, day-to-day users) tailored to their use cases including how-to guides and best-practices checklists. • Host office hours, Q&A sessions, and working sessions to reinforce learning, answer questions, and demonstrate practical workflows in the platform. • Assess client checkpoints using the data and marketing platform to drive self-sufficiency and reduce reliance on ad hoc help. • Monitor product engagement and early health metrics for new clients, using data to identify adoption gaps, risks, and “quick win” opportunities. • Guide clients through initial campaign setup and activation, ensuring efforts align with their marketing strategies and measurable goals. • Conduct early-stage check-ins that connect platform usage to emerging value, reinforcing ROI and next-step priorities. • Prepare a concise but complete transition package for the long-term Strategic/Senior CSM (e.g., key contacts, objectives, current campaigns, strategy, risks, and “path to green” actions). • Lead or participate in a formal handoff meeting that includes the client and the receiving CSM, clearly explaining roles, expectations, and upcoming milestones. • Maintain accurate, up-to-date records of onboarding history, decisions, and success plans in Customer Success tools (e.g., Gainsight, Salesforce, Jira). • Contribute feedback and insights to refine onboarding playbooks, templates, and standard operating procedures for the Data & Marketing solution including collaboration with internal teams to improve the end-to-end onboarding and adoption experience. • Participate in internal initiatives that increase scalability, reduce time-to-value, and strengthen the overall Client Success motion. • Be willing to travel up to 25% as needed to meet client and business requirements.

🎯 Anforderungen

• 3–5+ years of relevant experience in Client Success, Account Management, Marketing Strategy, Implementation, or related client-facing roles. • Experience managing multiple projects or clients simultaneously in a SaaS, martech, adtech, or data-driven marketing environment. • Bachelor's degree in Business, Marketing, Communications, Data/Analytics, or related field • Required Experience working directly with B2B clients in a consultative, relationship-oriented role. • Familiarity with digital marketing tactics (e.g., email, programmatic, targeting, segmentation) and how data informs campaign strategy and measurement. • Demonstrated ability to explain technical or data-driven concepts in clear, business-friendly language to non-technical stakeholders. • Proven success in managing concurrent projects, deadlines, and stakeholders with a high degree of organization and follow-through. • Strong communication and presentation skills, including comfort leading client meetings, training sessions, and onboarding workshops. • Proficiency using Customer Success and collaboration tools (e.g., Gainsight, Salesforce, Google Workspace, Jira, Confluence, Slack).

🏖️ Vorteile

• Remote-first environment • Unlimited paid time off • 401(k) with employer match