Client Success Manager

SouthState Bank

Client Success Manager at SouthState enhancing client retention with proactive service for large corporate accounts. Collaborating with sales teams and ensuring client success in leveraging bank offerings.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

This role is essential to Association Prime’s client retention strategy.
We want to overwhelm our clients with proactive service and create relationship equity with key stakeholders for customers ranging from $1MM to $100MM in size.
This role will assist the sales team in winning deals, familiar the customer with systems and processes during onboarding and also be instrumental in ensuring the clients success with leveraging bank offerings to scale their business.
This role will be a primary point of contact for very large corporate accounts upwards of $100MM and will also handle tasks as otherwise assigned by the department.
Proactive association deposit portfolio management.
Client telephonic, email in-person communications.
Coordination with operational and account opening teams.
Oversee client gift programs.
Responsible for numerous trade shows and bank events (planning & logistics).
Responsible for travel coordination.
Coordination with partner and bank marketing departments for the numerous marketing request the department receives.
Play an instrumental role in client onboardings.
Handle and decision/route client rate exception request.
Direct and distribute association loan requests.
Maintain client relationship database entries and reporting.
Be a brand ambassador for Association Prime.
Interact with Association Banking Analyst on earnings credit matters.
Assist sales team in sales efforts as needed.

Requirements

What you’ll need

At least a Bachelor’s degree preferred in banking, finance, business administration or otherwise.
Experience in association management or association banking is helpful nut not required.
15+ years of experience in sales, banking operations or otherwise financial environment is required.
Microsoft product suite is required.
HubSpot or other CRM is helpful.

Benefits

Comp & perks

Equal Opportunity Employer, including disabled/veterans.

ATS Keywords

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Hard Skills & Tools

banking operationssalesportfolio managementclient onboardingclient relationship managementevent planninglogistics coordinationrate exception handlingloan request managementdatabase reporting

Soft Skills

proactive servicecommunicationrelationship buildingcoordinationclient success focusbrand ambassadorshipteam collaborationproblem-solvingorganizational skillsstakeholder engagement