Client Success Manager II, Data & Marketing
Core
Primary consultative partner for financial institution clients using Alkami's Data & Marketing solution to drive marketing performance and business outcomes.
Role type
Senior IC Client Success Manager (Data & Marketing)
Builds
Client retention, engagement, and upsell opportunities for Data & Marketing solutions
Domain
Fintech / Digital Banking / Data & Marketing
Deliverable
client delivery
Required skills
B2B consultative partnership, data-driven marketing strategy, portfolio management, stakeholder management, QBR delivery, CRM proficiency, digital marketing tactics understanding
Preferred skills
Financial institution experience, data-driven marketing platforms familiarity, programmatic advertising background, predictive analytics exposure
Technologies
Gainsight, Salesforce, Google Workspace, Jira, Confluence, Slack
Responsibilities
Lead strategy discussions with senior stakeholders, analyze client usage to produce ROI insights, deliver Quarterly Business Reviews, cultivate internal client champions, coordinate cross-functional account engagement, execute renewal playbooks, maintain client health data in CRM tools
Seniority
Mid-Senior, hands-on IC