Client Success Manager II, Data & Marketing

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Alkami Technology

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2009

💼 Consulting

📣 Marketing

🏦 Banking

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

Consulting • Marketing • Banking

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

• Act as the primary consultative partner for an assigned, complex book of business, aligning the Data & Marketing solution to client business objectives • Lead regular strategy and planning discussions with day-to-day and senior stakeholders • Provide recommendations on data-driven marketing strategies, campaigns, and best practices • Maintain client sentiment and advocacy, proactively addressing concerns and reinforcing value • Analyze client usage and campaign results to connect platform activity to growth, engagement, and ROI • Build and deliver Quarterly Business Reviews (QBRs) • Lead client success initiatives that drive satisfaction, engagement, retention, and upsell opportunities • Develop and maintain multi-threaded relationships with operational contacts and executive influencers • Cultivate client-side champions who advocate for Alkami Data and Marketing and support adoption and expansion • Coordinate account engagement across Product, Marketing, Implementation, and Support • Execute renewal playbooks and processes to support retention targets • Maintain accurate client data, activities, and health indicators in Gainsight, Salesforce, and Jira • Follow standardized cadences for touchpoints, QBRs, and internal reviews • Develop success plans defining client objectives and tracking progress • Advocate for client needs and escalate critical issues internally • Document best practices, playbooks, and repeatable approaches for Client Success

🎯 Requirements

• 3–5+ years of relevant experience in Client Success, Account Management, Marketing Strategy, or related client-facing roles • Proven track record managing a complex book of business independently • Experience providing strategic, data-driven consultation and driving measurable outcomes and client satisfaction • Bachelor’s degree in Business, Marketing, Data/Analytics, Communications, or related field • Experience serving as a primary consultative partner for B2B clients, ideally in SaaS, martech, adtech, or data-driven marketing • Ability to leverage data and insights to inform marketing strategies, campaigns, and optimization recommendations • Ability to independently manage a diverse client portfolio and prioritize time across varied sizes, complexities, and lifecycle stages • Strong relationship-building skills with operational contacts and stakeholders • Ability to lead client presentations and QBRs • Excellent verbal, written, and presentation communication skills • Ability to distill complex data into clear, business-ready narratives • High degree of organization, ownership, and follow-through in a fast-paced, remote environment • Proficiency with Gainsight, Salesforce, Google Workspace, Jira, Confluence, and Slack • Ability to ramp up quickly in a constantly evolving environment • Understanding of digital marketing tactics including email, programmatic, targeting, segmentation, and performance metrics • Technical product and data insights • Preferred: experience with financial institutions or digital banking/fintech • Preferred: familiarity with data-driven marketing platforms, campaign management tools, or customer intelligence solutions • Preferred: exposure to programmatic digital advertising, personalization, or predictive analytics • Preferred: familiarity with financial technology • Must be eligible to work in the US for full-time employment • Must be willing to travel up to 25% as needed

🏖️ Benefits

• Remote-first environment • Unlimited paid time off • 401(k) with employer match • Diverse and inclusive environment • FUN culture