Senior Client Success Manager

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TrueML

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

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

• Portfolio Ownership: Manage and grow a portfolio of roughly 15 strategic clients ranging from fintechs to enterprise organizations. • Strategic Partnership: Serve as a trusted advisor by leading Executive Business Reviews and proactively recommending solutions that anticipate client needs. • Commercial Growth: Drive the commercial success of your portfolio by owning customer retention, expansion strategies, and overall revenue growth. • Subject Matter Expertise: Develop deep industry knowledge in areas like fintech lending, consumer engagement, and AI-enabled workflows to challenge assumptions and introduce new ideas. • Executive Relationship Management: Build trusted relationships across multiple levels of client organizations to confidently facilitate executive conversations and influence strategic direction. • Cross-Functional Leadership: Act as the voice of the customer internally, partnering with Product, Engineering, and Sales to remove roadblocks and drive continuous platform improvement. • Success Planning: Monitor portfolio health through quantitative and qualitative metrics, building annual account plans to mitigate risks early.

🎯 Requirements

• Experienced Partner: You bring proven experience managing strategic customer relationships within SaaS, fintech, financial services, or a similar consultative B2B environment. • Intellectually Curious: You naturally think like a consultant, asking thoughtful questions to uncover underlying business challenges and priorities. • Exceptional Communicator: You possess strong executive communication skills and can confidently navigate difficult conversations with empathy and professionalism. • Commercially Minded: You have strong commercial acumen and genuinely enjoy identifying opportunities that create value for both the customer and the business. • Highly Organized: You can independently prioritize multiple complex projects while maintaining a sharp attention to detail. • Proactive Leader: You take internal ownership of outcomes without waiting to be asked and thrive in a collaborative, team-oriented culture.

🏖️ Benefits

• Flexible vacation • Medical/dental/vision insurance • Traditional/Roth retirement savings options • Company-paid disability and life insurance • Flexible Spending Account & 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