Account Executive, Inside Sales
Whatnot
Senior Customer Success Manager
Sharetec Systems
full-time
Posted on:
Origin: • 🇺🇸 United States • Alabama, Arizona, Colorado, Florida, Idaho, Illinois, Iowa, Kentucky
Visit company websiteSalary
💰 $85,000 per year
Job Level
Senior
About the role
- Serve as a strategic partner for credit unions, building executive relationships and success plans that drive customer satisfaction and deliver long-term value
- Partner with clients to understand business goals, KPIs, and ensuring alignment with our solutions
- Proactively identify opportunities for optimization, expansion, and advanced enablement services
- Lead quarterly business reviews (QBRs) for top accounts, highlighting ROI, adoption, and roadmap alignment
- Partner with internal teams (Product, PS, Support) to ensure client needs and feedback are captured and acted upon
- Drive continuous improvement of the customer journey, leveraging data insights and cNPS feedback
- Collaborate with the Director to establish scorecards, utilization baselines, and KPIs for assigned accounts and the broader CS team
- Document and share best practices, success stories, and playbooks to scale across the organization
- Leverage Salesforce, TaskRay, and other CS tools for accurate account tracking, health scoring, and engagement planning
- Contribute to cross-functional initiatives that advance the maturity of the Customer Experience department
Requirements
- 3+ years of experience in Customer Success, Account Management, or related client-facing roles within SaaS, fintech, or financial services
- Proven track record of managing strategic accounts and driving measurable business outcomes
- Strong understanding of credit union or banking operations preferred
- Demonstrated ability to build executive relationships and deliver consultative recommendations
- Proficiency with Salesforce (or equivalent CRM/CS platform) and comfort with data-driven decision making
- Excellent communication, facilitation, and presentation skills
- A collaborative, proactive mindset with the ability to thrive in a fast-paced, evolving environment
