Account Manager II, Client Success (CSM)

Role Overview

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.

What You Will Do

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.

Why It Might Be a Fit

We offer internal career growth opportunities, opportunities to innovate in fintech, an inclusive and diverse team atmosphere, professional and personal development, and resources to contribute to your community.

Requirements

• 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

Benefits

• Internal career growth opportunities
• Opportunities to innovate in fintech
• Inclusive and diverse team atmosphere
• Professional and personal development
• Resources to contribute to your community