Client Success Program Manager – Enterprise

Clozd

Program Manager responsible for designing and delivering win-loss analysis programs for clients at Clozd. Requires strong communication and problem-solving skills in a fintech environment.

Posted 7/13/2026full-timeLehi • Utah • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and win-loss programs within the fintech or financial industries, leveraging strong project management and analytical skills to drive customer success and retention.

Highest-signal resume keywords

Customer Success ManagementWin-Loss AnalysisProject ManagementB2B SaaS ExperienceFinancial Industry Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data CollectionInterview Process ManagementAnalytical SkillsPresentation SkillsCommunication Skills

Soft Skills

Problem-SolvingRelationship Building

Tools & Technologies

Clozd Software

Industry Keywords

FintechB2BCustomer RetentionStrategic Account Management

About the role

Key responsibilities & impact

Develop strong client relationships and become a master of our clients’ business models, products, GTM motions, etc.
Work with 15 - 20 clients at a time managing their win-loss programs.
Set up and manage the win-loss data collection and interview process for your clients.
Conduct win-loss interviews.
Summarize key interview themes and communicate them to clients.
Ensure client adoption of Clozd software and key win-loss findings.
Manage the commercial experience for existing clients, including renewing contracts and identifying / capturing expansion opportunities.

Requirements

What you’ll need

Background in fintech or related financial industries
Min. 5-7 years work experience in a B2B context, SaaS preferred
Min. BA/BS degree, preferably in a finance-related field
Prior experience in a Customer Success or Strategic Account Management role
Demonstrated experience in managing 10+ customers while achieving high customer retention rates
Strong project management, problem-solving, and analytical skills
Excellent presentation and communication skills

Benefits

Comp & perks

Competitive compensation (i.e. salary, bonus, 401k, and equity)
Majority of medical, dental, disability, life, and other insurance paid
Unlimited PTO with a boss that encourages taking time off and using PTO to recharge
10 paid holidays and company shutdown between Christmas and New Years
Weekly catered lunches, stocked kitchens, quarterly company/department activities, maternity/paternity leave, EAP program, etc.