About the Role
The Client Success Manager (CSM) is responsible for driving client satisfaction, engagement, and successful business outcomes within their assigned area of specialization. Serving as a trusted advisor and strategic partner, the CSM helps clients maximize the value of their solutions and services while aligning outcomes to their operational and business objectives. Through proactive relationship management, advocacy, and collaboration, the CSM fosters long-term partnerships that support client growth, adoption, and overall success.
Role location: Required hybrid schedule in one of our talent centers, Milwaukee or Jacksonville.
Your Key Responsibilities
•Act as a subject matter expert in technical solution and business-specific domains.
•Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
•Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization.
•Develop a deep understanding of clients' business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption.
•Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn.
•Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback.
•Capture, communicate, and bring forward expansion recommendations from customer insights to sellers.
•Act as a liaison between product management and clients; partner with sales & professional services teams.
•Participate in the renewal process and articulate the renewal value story to clients.
What You Bring: Required Qualifications
•5+ years of experience in Client Success, Relationship/Account Management, or similar roles in Financial Technology.
•Bachelor's degree; relevant previous experience in financial technology services.
•Ability to clearly articulate business value (written/verbal) to various stakeholders within clients' organizations.
•Knowledge of financial technology industry and products, including market trends, challenges, and opportunities.
•Strong analytical skills, including experience with Tableau or similar software, and turning data into insights.
•Strong communication/presentation skills and confidence in all levels of customer engagement/situations.
•Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles.
What We Offer
•Internal career growth opportunities
•Opportunities to innovate in fintech
•Inclusive and diverse team atmosphere
•Professional and personal development
•Resources to contribute to your community
