Customer Success Manager

• Participate in the implementations process for new clients as assigned, not as the primary liaison, but to begin building rapport with the client and learn their specific needs.
• Meet with assigned clients monthly or quarterly as needed by phone and in person as needed to review their online banking statistics, goals and future plans along with any specific issues they are having.
• Analyze customer problems, needs and requirements, and then position Q2 products and services to resolve/meet them.
• Ensure that customer’s issues are dealt with efficiently by the other areas of Q2, as needed and inform Management of significant issues.
• Provide contract renewal management for assigned accounts.
• Coordinate, as needed, with vendor partners to address client requests.
• Responsible for ensuring that all security, availability, confidentiality and privacy policies and controls are adhered to.
• Identify opportunities and cross-sell additional features of Q2 to existing clients.
• Participate in cross-sell campaigns as identified by the Director of Relationship Management.
• Represent Q2 at customer events and Client User group sessions, as needed or assigned.
• Provide input to Product Management on enhancements and new releases, including support of commercialization projects as needed.
• Provide demo and training support and/or scheduling for existing clients as needed.

Associate Customer Success Manager

Customer Success Programs and Operations Manager

Client Success Executive

Client Success Associate – Spanish Speaker

Customer Success Consultant

Customer Success Manager – Maritime