Sr. Customer Success Manager, Banking

United StatesRemote

Responsibilities

Build strong relationships with executive influencers and decision-makers within client organizations, converting them into Alkami champions.
Create clear success plans that define client objectives and track their progress.
Ensure clients are on track to derive value from the Alkami platform.
Collaborate effectively across departments to drive client success.
Advocate for client needs to internal leaders and departments.
Develop cross-functional initiatives that enhance the client experience, driving satisfaction and loyalty.
Monitor client health metrics and product engagement, identifying and addressing risks early.
Conduct regular business reviews to celebrate successes and identify growth opportunities.
Perform other duties as assigned. Recommended

experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.
You will excel in this role if you have exceptional organizational skills to manage competing priorities, excellent communication abilities to build strong relationships, and a genuine empathy for client needs.
Master the Alkami platform to advise clients on maximizing its use and capabilities.
experience in Client Success, with a proven track record of managing client relationships and driving account growth Education Level Bachelor’s degree in Business, Marketing, Finance, or a related field (or equivalent work experience).
Experience in Financial Services, particularly working with financial institutions Proven ability to stay organized, take ownership of projects, and work independently Strong ability to manage multiple priorities effectively Excellent verbal and written communication skills
Experience using and updating Salesforce and/or Gainsight Willingness and ability to travel up to 25% Preferred History of working at or for a Bank in deposit operations, lending, or other back-office functions
Experience working with Banking core platforms (i.e., Silverlate, Premier, Precision, or DNA) Knowledge of banking regulations and compliance obligations Familiarity with banking ecosystems, industry products, and common 3rd party systems Preferred