Lead regular strategy and planning discussions with day-to-day and senior stakeholders to identify goals, challenges, and key performance indicators.
Maintain a strong pulse on client sentiment and advocacy, proactively addressing concerns and reinforcing value.
Regularly analyze client usage and campaign results to produce insights that clearly connect platform activity to growth, engagement, and ROI.
Build and deliver Executive/Strategic Business Reviews (EBRs) for targeted segments of your portfolio, tailoring content for senior decision-makers that showcase the value clients are realizing from using the Data and Marketing solution.
Lead client success initiatives for your accounts and across Alkami, ensuring high levels of client satisfaction, engagement, and upsell opportunities that expand Alkami’s footprint (e.g., across additional Alkami Service Group products).
Develop and maintain multi-threaded relationships across your accounts, including both operational contacts and executive influencers.
Identify, cultivate, and sustain internal “champions” at client institutions who advocate for Alkami Data and Marketing and support continued adoption and expansion.
Coordinate account engagement across internal stakeholders (e.g., Product, Marketing, Implementation, Support) to present a unified, client-centric experience.
Execute established renewal playbooks and processes (e.g., health reviews, risk identification, path-to-green actions) to support achievement of retention targets.
Maintain accurate, up-to-date client data, activities, and health indicators in Customer Success tools (e.g., Gainsight, Salesforce, Jira).
Develop clear success plans that define client objectives and track progress, ensuring clients achieve their desired outcomes.
Advocate for client needs and escalate critical issues to internal leaders and departments, ensuring their voice is heard and their challenges are addressed.
Requirements
experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.
Experience serving as a primary consultative partner for B2B clients, ideally in SaaS, martech, adtech, or data-driven marketing. 5–7+ years of relevant
experience in Client Success, Account Management, Marketing Strategy, or related client-facing roles, with a proven track Demonstrated ability to leverage data and insights to inform marketing strategies, campaigns, and optimization recommendations.
Proven success in independently managing a diverse portfolio of clients and prioritizing time across varied sizes, complexities, and lifecycle stages.
Excellent communication skills (verbal, written, and presentation), with the ability to distill complex data into clear, business-ready narratives.
High degree of organization, ownership, and follow-through in a fast-paced, evolving environment.
Proficiency using Customer Success and CRM tools (e.g., Gainsight, Salesforce) and collaboration systems (e.g., Google Workspace, Jira, Confluence, Slack).
Ability to ramp up quickly and perform at a high level in a fast-paced, constantly evolving environment Solid understanding of digital marketing tactics, (e.g., email, programmatic, targeting, segmentation) and performance metrics. technical product and data insights. Preferred Preferred
experience working with financial institutions or within digital banking/fintech.
Hands-on familiarity with data-driven marketing platforms, campaign management tools, or customer intelligence solutions.
Background in or exposure to programmatic digital advertising, personalization, or predictive analytics.
Candidates must be eligible to work in the US for full-time employment.
Benefits
Familiarity with financial technology The salary range for this position is: $102,000 - $114,000 Cool Things to Know Not Just Any Company : Alkami has an awesome diverse and inclusive environment.
We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.
Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.
Additional details
Alkami is the digital sales and service platform provider for U.S. banks and credit unions.
Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships.
As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.
Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others).
We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to
As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.
Follow us on Glassdoor and LinkedIn ! The Client Success Team at Alkami is dedicated to supporting clients throughout their journey, ensuring they achieve maximum value from our innovative products and services.
As a Sr. Client Success Manager I, Data & Marketing, you will serve as the primary proactive, consultative partner for a complex book of financial institution clients using Alkami’s Data & Marketing solution.
In this role, you independently manage client relationships, leverage data-driven insights, and provide strategic guidance to help clients use the platform to drive marketing performance, deepen relationships, and achieve measurable business outcomes.
You will translate platform usage into clear value stories, maintain strong stakeholder relationships (including executive influencers), and ensure clients realize ROI that supports long-term retention and loyalty.