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Senior Customer Success Manager, Banking
Alkami TechnologyCustomer Success Manager supporting US banking clients to achieve their digital banking goals. Building strong relationships and providing strategic consultation for client success.
About the role
Key responsibilities & impact- Lead client success efforts for your accounts and across Alkami
- Build strong relationships with executive influencers and decision-makers within client organizations, converting them into Alkami champions
- Understand clients’ business challenges, goals, and industry trends, and provide strategic consultation to help them achieve their business and digital goals
- Clearly articulate and communicate a compelling vision and roadmap to align stakeholders, driving strategic initiatives and uniting internal teams and clients around shared goals for success
- Create clear success plans that define client objectives and track their progress
- Ensure clients are on track to derive value from the Alkami platform
- Serve as an expert on helping clients achieve their digital banking goals using the platform
- Master the Alkami platform to advise clients on maximizing its use and capabilities
- Collaborate effectively across departments to drive client success
- Advocate for client needs to internal leaders and departments
- Escalate critical client issues and mobilize internal resources to resolve them
- Use data to influence decisions and guide both clients and internal teams
- 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
- Take on additional projects that contribute to fostering a Client Success culture across the team
Requirements
What you’ll need- 5+ years of relevant experience in Client Success, with a proven track record of managing client relationships and driving account growth
- 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%
Benefits
Comp & perks- Remote-first environment
- Unlimited paid time off
- 401(k) with employer match
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client success managementaccount growthstrategic consultationdata analysisproject managementclient health metrics monitoringbusiness reviewscross-functional initiatives
Soft Skills
relationship buildingcommunicationorganizational skillsownershipindependenceprioritizationadvocacycollaboration