Customer Success Manager- Business Banking & Money Movement
Core
Drive client adoption, retention, and growth for Business Banking & Money Movement clients by serving as a trusted advisor and removing usage blockers.
Role type
Individual-contributor Customer Success Manager
Builds
Digital banking solutions for business clients
Domain
Financial Services / Business Banking
Deliverable
product features
Required skills
Client relationship management, consultative guidance, product expertise, data analysis, stakeholder partnership, renewal management, expansion identification
Preferred skills
CRM proficiency (Salesforce), business banking domain knowledge, consultative selling, problem-solving, organizational skills
Responsibilities
Build and maintain strong relationships with assigned client accounts; Own the post-activation relationship to accelerate time-to-value; Monitor client engagement and feature utilization; Conduct proactive outreach to mitigate attrition risk; Identify expansion opportunities and partner with sales teams; Manage client renewals; Provide consultative guidance to maximize solution value; Serve as the voice of the client to internal teams; Partner with stakeholders to improve operational standards; Evaluate processes for scalable growth.
Seniority
Mid-level, hands-on IC