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About the role
Key responsibilities & impact- Serve as the primary relationship owner in partnership with the EVP, Solutions Consulting and internal advocate for an assigned portfolio of bank and credit union clients post-sale, from implementation kick-off through ongoing managed services delivery
- Coordinate across Nymbus functional teams, including technology, operations, banking and risk, and managed services, to ensure clients receive contracted deliverables on schedule and at quality
- Monitor client health continuously, proactively surfacing risks to delivery, satisfaction, or retention before they escalate
- Lead regular business reviews and executive-level touchpoints, providing strategic insight on client performance, product utilization, and growth opportunities
- Work with the CMSO to develop a deep understanding of each client’s business objectives, growth strategy, and competitive context to identify and advance expansion opportunities
- Drive upsell and cross-sell conversations across Nymbus’s full portfolio, including core technology, digital banking, fraud management, compliance support, and managed services packages
- Craft compelling, tailored proposals for expansion opportunities aligned to client goals and differentiated by Nymbus’s managed services value proposition
- Act as a trusted advisor and thought leader by bringing insights on banking trends, digital transformation, regulatory developments, and operational best practices
- Partner with Sales to ensure smooth handoffs from the initial sales cycle and to support renewal and expansion pipeline development
- Maintain accurate records of client health, engagement activity, open issues, and expansion pipeline
- Represent the client voice internally to inform product roadmap, managed services offerings, and operational process improvements
Requirements
What you’ll need- Bachelor’s Degree or 7+ years of client success, relationship management, or account management experience in financial services, fintech, or banking technology
- Strong understanding of banking operations, core systems, digital banking, and/or managed services delivery models
- Demonstrated success managing complex post-implementation client relationships at the executive level, with measurable outcomes in retention and expansion revenue
- Proven ability to identify, develop, and close upsell and cross-sell opportunities within an existing client base
- Experience coordinating cross-functional delivery teams to resolve client issues and advance strategic initiatives
- Excellent communication and executive presence, with the ability to operate credibly in regulated-industry environments
- Highly organized and data-driven, with the ability to manage a portfolio of clients at varying stages of maturity and complexity
- Prior experience working with or selling to community banks, credit unions, or similar regulated financial institutions strongly preferred
Benefits
Comp & perks- Competitive base salary plus variable compensation tied to client retention and expansion targets
- Annual cash bonus and equity options commensurate with the role level and experience
- Remote with travel required
- 401(k) plan
- Insurance - Health, Dental and Vision
- Flexible Paid Time Off
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
banking operationscore systemsdigital bankingmanaged services deliveryclient relationship managementupsell opportunitiescross-sell opportunitiespost-implementation managementdata-driven decision makingstrategic initiatives
Soft Skills
communicationexecutive presenceorganizational skillsrelationship managementproblem-solvingclient advocacystrategic insighttrustworthinessproactive monitoringcollaboration
Certifications
Bachelor’s Degree