
Senior Client Success Manager II, Commercial Banking
Alkymi
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $124,000 - $137,000 per year
Job Level
About the role
- Provide strategic direction to clients on maximizing value through Alkami’s platform.
- Create reports and presentations that showcase KPI improvements and the value clients are realizing through Alkami solutions.
- Demonstrate thought leadership and collaborate with numerous internal teams to share insights and drive innovation.
- Establish and maintain strong relationships at all levels of seniority within client organizations.
- Provide product and strategic insights based on your direct experience working with clients.
- Develop and execute comprehensive training initiatives to ensure clients are well-equipped to succeed with the platform.
- Lead client success initiatives for your accounts and across Alkami, ensuring high levels of client satisfaction and engagement.
- Build strong relationships with executive influencers and decision-makers within client organizations, turning them into champions for Alkami.
- Understand clients’ business challenges, goals, and industry trends, offering strategic consultation to help them achieve their business and digital objectives.
- Clearly communicate a compelling vision and roadmap to align stakeholders, driving strategic initiatives that unite internal teams and clients around shared success goals.
- Develop clear success plans that define client objectives and track progress to ensure clients achieve their desired outcomes.
- Ensure clients are on track to derive maximum value from the Alkami platform, guiding them toward successful adoption and engagement.
- Serve as an expert in helping clients meet their digital banking goals by leveraging the Alkami platform’s capabilities.
- Master the Alkami platform to advise clients on how to optimize its use for their specific needs.
- Collaborate effectively with cross-functional teams to drive client success, ensuring alignment and shared goals.
- Advocate for client needs to internal leaders and departments, ensuring their voice is heard and their challenges are addressed.
- Escalate critical client issues when necessary and mobilize internal resources to resolve them quickly and effectively.
- Use data-driven insights to influence decisions and guide both clients and internal teams toward better outcomes.
- Lead cross-functional initiatives that enhance the client experience, boosting client satisfaction and loyalty.
- Monitor client health metrics and product engagement to proactively identify and mitigate risks.
- Conduct regular business reviews to highlight successes and identify opportunities for growth and improvement.
- Take on additional projects that contribute to building a strong Client Success culture across the team.
- Be willing to travel up to 25% as needed to meet client and business requirements.
Requirements
- 3+ years of experience in consulting practices
- 4+ years of experience in Customer Success, Client Strategy, Digital Transformation, or B2B SaaS
- Proven experience managing large, complex enterprise clients
- Expertise in formal or informal project management
- Strong background in SaaS implementations
- Solid technical product knowledge
- 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
- Proven experience in leading digital transformation initiatives, ideally within the FinTech space
- Preferred experience in Digital Banking and/or at a Financial Institution
- Knowledge of bank operations, digital banking, and/or SaaS products
- Proficiency using Customer Success software tools
- Proficiency in developing and creating presentations using Google Slides
- Experience with SaaS applications
- Familiarity with financial technology or technical banking operations.
Benefits
- unlimited paid time off
- 401(k) with employer match
- remote-first environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Customer SuccessClient StrategyDigital TransformationB2B SaaSSaaS implementationsProject managementTechnical product knowledgeDigital bankingBank operationsFinancial technology
Soft Skills
Strategic directionRelationship buildingCommunicationCollaborationThought leadershipClient advocacyData-driven decision makingProblem solvingTraining developmentClient engagement