Senior Customer Success Manager, Banking

🕒 May 20

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Alkami Technology

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2009

🏦 Banking

💳 Fintech

☁️ SaaS

💰 $300M Post-IPO Debt - Alkami Technology on 2025-03

Banking • Fintech • SaaS

Alkami Technology is a digital banking software company that provides a cloud-based Digital Sales & Service Platform for banks and credit unions. Its platform combines onboarding and account opening (via MANTL), digital banking, and data & marketing solutions to enable anticipatory, data-driven customer experiences, faster account origination, fraud protection, payment reporting, and personalized marketing. Alkami serves financial institutions (retail and business customers) and offers integrations, developer tools, and implementation support to drive deposit growth, reduce churn, and improve operational efficiency.

📋 Description

• Lead client success efforts for your accounts and across Alkami • Build strong relationships with executive influencers and decision-makers within client organizations, converting them into Alkami champions • Understand clients’ business challenges, goals, and industry trends, and provide strategic consultation to help them achieve their business and digital goals • Clearly articulate and communicate a compelling vision and roadmap to align stakeholders, driving strategic initiatives and uniting internal teams and clients around shared goals for success • Create clear success plans that define client objectives and track their progress • Ensure clients are on track to derive value from the Alkami platform • Serve as an expert on helping clients achieve their digital banking goals using the platform • Master the Alkami platform to advise clients on maximizing its use and capabilities • Collaborate effectively across departments to drive client success • Advocate for client needs to internal leaders and departments • Escalate critical client issues and mobilize internal resources to resolve them • Use data to influence decisions and guide both clients and internal teams • Develop cross-functional initiatives that enhance the client experience, driving satisfaction and loyalty • Monitor client health metrics and product engagement, identifying and addressing risks early • Conduct regular business reviews to celebrate successes and identify growth opportunities • Take on additional projects that contribute to fostering a Client Success culture across the team

🎯 Requirements

• 5+ years of relevant experience in Client Success, with a proven track record of managing client relationships and driving account growth • Bachelor’s degree in Business, Marketing, Finance, or a related field (or equivalent work experience) • Experience in Financial Services, particularly working with financial institutions • Proven ability to stay organized, take ownership of projects, and work independently • Strong ability to manage multiple priorities effectively • Excellent verbal and written communication skills • Experience using and updating Salesforce and/or Gainsight • Willingness and ability to travel up to 25%

🏖️ Benefits

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