Client Success Manager

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $95k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Posh Technologies

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2018

🔌 API

🤖 Artificial Intelligence

🏦 Banking

API • Artificial Intelligence • Banking

Posh Technologies is a company that develops AI-powered solutions for financial institutions, such as banks and credit unions. Their products include voice assistants, digital assistants, and knowledge assistants that enhance customer service by automating tasks like answering FAQs, routing calls, and providing instant information to customers and employees. Posh focuses on delivering human-like AI experiences that improve customer engagement and satisfaction while maintaining high standards of security, privacy, and compliance. Their platform, specifically designed for the banking industry, integrates seamlessly with existing systems and aims to streamline operations and reduce costs by enabling 24/7 self-service capabilities.

📋 Description

• Serve as the primary point of contact after sales handoff, transitioning clients from onboarding to ongoing success • Educate clients on new features, best practices, and AI-enabled efficiencies • Identify underused features and increase client value from them • Lead implementation of Posh Lab solutions, working sessions, product deep dives, and enablement programs • Act as a trusted advisor and proactively address concerns and risks • Bring client insights to Product, Marketing, and Sales • Maintain accurate Salesforce records tracking engagement, risks, and opportunities • Communicate Posh’s AI roadmap and help clients plan for innovations • Guide clients through structured, measurable AI adoption • Track market trends and competitor moves • Monitor client health, engagement, and renewal readiness • Resolve risks and competitive challenges before retention is affected • Partner with internal teams on renewals and long-term satisfaction • Identify opportunities to expand AI adoption across client organizations • Partner with the Account Growth Manager on expansion conversations • Build relationships with additional stakeholders within accounts

🎯 Requirements

• 3+ years of experience working at a credit union or bank • Client-facing experience in customer success, account management, member services, or a similar role • Experience ideally in SaaS or AI-driven technology • Hands-on experience with AI adoption strategies, product positioning, and competitive analysis • Proficiency in Salesforce or a similar CRM • Ability to work East Coast hours preferred • Must be authorized to work in the United States • Posh does not offer visa sponsorship or visa transfers

🏖️ Benefits

• Competitive salary • Company equity • Retirement planning (401k) • Medical, dental, and vision insurance coverage • Fully paid parental leave • Flexible vacation policy • Dedicated annual budgets for professional development • Structured, meeting-free growth days • Monthly home office stipends • Monthly wellness stipends • Paid volunteer time off • Regular team offsites • Commission

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