
Client Success Manager
Brink’s Inc
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $80,000 - $106,000 per year
About the role
- Conduct monthly check-ins and virtual meetings with banking partners to maintain strong relationships and drive referrals
- Serve as the main point of contact for referred clients to ensure satisfaction and retention
- Guide clients through onboarding, educating them on products and services
- Maintain consistent, transparent communication throughout the sales and onboarding journey
- Address and resolve client issues promptly, escalating when needed
- Build long-term trusted relationship banking partners retail teams and their clients
- Prepare and distribute monthly lead and performance reports; log all partner communications in Salesforce
- Collaborate with sales reps to follow up on leads and advance opportunities through the pipeline
- Track and manage lead status in Salesforce; ensure proper attribution to referring partners
- Analyze lead conversion data to identify bottlenecks and recommend improvements
- Optimize communication strategies based on referral performance insights
- Oversee day-to-day partner program operations, including onboarding, referral tracking, and reporting
- Proactively request referrals from satisfied clients and promote the referral bonus program
- Coordinate with regional sales reps to drive engagement and send personalized follow-ups
- Maintain accurate Salesforce records, ensuring timely updates and documentation.
Requirements
- Strong communication and interpersonal skills
- Experience working with CRM platforms (Salesforce preferred)
- Excellent organizational and time-management abilities
- Confident presenting virtually to partners and clients
- Background in customer success, partnerships, or sales is a plus
- Analytical thinker with a process improvement mindset
- Proactive, detail-oriented, and client-focused.
Benefits
- Sales Incentive Plan (Commission)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
lead conversion analysisreferral trackingreporting
Soft Skills
communication skillsinterpersonal skillsorganizational abilitiestime-management abilitiespresentation skillsanalytical thinkingprocess improvement mindsetproactive attitudedetail-orientedclient-focused