Client Success Manager

🔥 12 hours ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 17%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Bankjoy

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏦 Banking

💳 Fintech

☁️ SaaS

💰 $12.5M Series A on 2020-09

Banking • Fintech • SaaS

Bankjoy is a company that provides a comprehensive digital banking solution tailored for banks and credit unions. Their offerings include mobile and online banking, online account opening, online loan applications, statements, and a conversational AI chatbot called 'Joy. ' Bankjoy aims to deliver a seamless and integrated digital banking experience for both retail and business banking customers. They focus on providing fast and elegant online processes for loan applications and account opening, as well as a consistent user experience through their security-enhanced platform.

📋 Description

• Own a portfolio of credit union and community bank clients as the primary Bankjoy contact • Build trusted relationships with administrators and executive sponsors • Advise executive stakeholders on aligning Bankjoy solutions with business objectives • Conduct regular business reviews and executive meetings • Lead onsite client engagements, including presentations, strategic discussions, action-item documentation, and follow-through • Represent client needs and feedback internally to Product, Engineering, and leadership • Drive product adoption through client education on features, best practices, and releases • Develop and execute client success plans • Identify and lead expansion opportunities • Track and report adoption metrics, engagement scores, and account health • Lead renewals, including timelines, proposals, pricing recommendations, presentations, and negotiations with the Director of Client Success • Identify at-risk accounts and develop mitigation plans • Maintain high client retention through demonstrated platform value • Manage client escalations and coordinate with Tech Support, Product, and Engineering through resolution • Escalate issues requiring senior involvement to the Director of Client Success • Follow up after resolution to assess satisfaction and document learnings • Partner with Implementation during onboarding and key project milestones • Collaborate with Tech Support during issues, outages, and incidents • Surface client feedback and enhancement requests to Product • Support Marketing with case studies, testimonials, and advocacy opportunities

🎯 Requirements

• 5+ years of Client Success, Account Management, or Customer Experience experience in B2B fintech, banking technology, or enterprise SaaS • Experience supporting financial institutions strongly preferred • Experience managing a portfolio of 20–30+ accounts simultaneously • Excellent presentation and communication skills • Experience leading executive business reviews, onsite meetings, and strategic planning discussions with senior stakeholders • Demonstrated track record of driving product adoption, renewals, and expansion opportunities • Strong relationship management skills • Ability to build credibility across operational and executive stakeholders • Ability to navigate complex client organizations and build relationships across multiple stakeholder levels • Comfortable managing escalations and driving resolution with urgency • Strong organizational skills and attention to detail • Experience with credit unions, community banks, or digital banking platforms is a strong plus • Familiarity with core banking systems such as Corelation, Jack Henry Symitar, Fiserv Portico, or CU Answers is nice to have • Experience with digital banking platforms or financial technology products is nice to have • Experience using CRM and CS tools such as Salesforce, Gainsight, or ChurnZero is nice to have • Experience supporting platform migrations or major product launches is nice to have

🏖️ Benefits

• A fast-paced and collaborative environment • Stock options at a well-funded startup • 100% of medical, dental, and vision premiums covered for individuals on the USA base plan • Significant contributions toward other USA plan options • 100% of extended medical, dental, and vision premiums covered for employees and their families under the Canada plan • Retirement plan with 4% company matching • 8 weeks paid parental leave for birthing parents • 4 weeks paid parental leave for non-birthing parents • 3–5 weeks PTO depending on tenure • 5 health days • 15 holidays • End-of-year shutdown • Performance-based bonuses • Remote-first culture • Competitive compensation