Client Success Manager

Job not on LinkedIn

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $80k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 2%

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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TrueML

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

TrueML is a leading company in the fintech sector, known for its innovative solutions that prioritize customer experience in the financial services industry. The company, along with its family of companies like TrueAccord, focuses on developing intelligent, digital-first communication platforms and products that revolutionize the consumer experience in financial health management. TrueML leverages the expertise of a dynamic team of data scientists, financial services experts, and customer experience specialists to create technology that addresses roadblocks to consumers' financial well-being, ensuring inclusivity and accessibility in financial systems. Founded in 2013 by Ohad Samet, TrueML continues to disrupt traditional financial services by making them more consumer-friendly and effective.

📋 Description

• Serve as the strategic and commercial owner of a portfolio of approximately 15 enterprise clients across fintech and major financial institutions • Drive portfolio retention and expansion through strategic account plans • Maximize Gross and Net Revenue Retention, prevent logo churn, and identify opportunities to scale account placement volumes • Convert pilots into long-term commercial agreements by aligning clients on success criteria and tracking performance metrics • Conduct monthly and quarterly business reviews • Use consultative discovery to understand client business models and demonstrate measurable ROI • Build trusted relationships with executive, technical, operational, and procurement stakeholders • Collaborate with Product, Engineering, Sales, Operations, Legal, and Compliance • Monitor portfolio health metrics and identify renewal risks • Maintain accurate forecasts for revenue, expansions, and pilot conversions in Salesforce • Drive product adoption, manage renewals, convert pilots into long-term partnerships, and deliver durable revenue growth

🎯 Requirements

• 5+ years of enterprise client success or account management experience • Experience within SaaS, fintech, financial services, payments, or debt collections • Strong understanding of recurring revenue models • Proven success managing retention, expansion revenue, GRR, NRR, and pilot conversions • Ability to interpret complex performance data • Ability to build value-driven recommendations • Ability to lead discussions with technical operators and C-suite executives • Ability to orchestrate internal teams without formal authority • Hands-on experience using Salesforce and client health monitoring platforms • Initiative in fast-paced environments

🏖️ Benefits

• Flexible vacation • Medical, dental, and vision insurance • Traditional and Roth retirement savings options • Company-paid disability and life insurance • Flexible Spending Account and Limited FSA • Family-friendly parental leave • Volunteer and voting time off • On-demand wellness platform access for you and 5 friends and family • PerkSpot discount program for 900+ merchants nationwide • Remote-first work environment • Reasonable accommodations for individuals with disabilities