Client Success Manager

Bankjoy

. Own a portfolio of credit union and community bank clients as the primary Bankjoy contact .

Posted 10/20/2026full-timeRemote • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Client Success and Account Management within the B2B fintech and banking technology sectors, focusing on driving product adoption, managing client relationships, and executing strategic initiatives. Proven ability to lead executive engagements, manage escalations, and ensure high client retention through effective communication and organizational skills.

Highest-signal resume keywords

Client Success ManagementAccount ManagementProduct Adoption StrategiesExecutive Stakeholder EngagementRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SuccessAccount ManagementProduct AdoptionRenewals ManagementStrategic PlanningPortfolio ManagementEscalation ManagementBusiness ReviewsClient Success PlansEngagement Metrics Tracking

Soft Skills

Excellent Communication SkillsStrong Organizational SkillsRelationship BuildingAttention to DetailProblem-Solving

Tools & Technologies

SalesforceGainsightChurnZeroCore Banking SystemsDigital Banking Platforms

Industry Keywords

B2B FintechBanking TechnologyCredit UnionsCommunity BanksFinancial Institutions

About the role

Key responsibilities & impact

Own a portfolio of credit union and community bank clients as the primary Bankjoy contact
Build trusted relationships with administrators and executive sponsors
Advise executive stakeholders on aligning Bankjoy solutions with business objectives
Conduct regular business reviews and executive meetings
Lead onsite client engagements, including presentations, strategic discussions, action-item documentation, and follow-through
Represent client needs and feedback internally to Product, Engineering, and leadership
Drive product adoption through client education on features, best practices, and releases
Develop and execute client success plans
Identify and lead expansion opportunities
Track and report adoption metrics, engagement scores, and account health
Lead renewals, including timelines, proposals, pricing recommendations, presentations, and negotiations with the Director of Client Success
Identify at-risk accounts and develop mitigation plans
Maintain high client retention through demonstrated platform value
Manage client escalations and coordinate with Tech Support, Product, and Engineering through resolution
Escalate issues requiring senior involvement to the Director of Client Success
Follow up after resolution to assess satisfaction and document learnings
Partner with Implementation during onboarding and key project milestones
Collaborate with Tech Support during issues, outages, and incidents
Surface client feedback and enhancement requests to Product
Support Marketing with case studies, testimonials, and advocacy opportunities

Requirements

What you’ll need

5+ years of Client Success, Account Management, or Customer Experience experience in B2B fintech, banking technology, or enterprise SaaS
Experience supporting financial institutions strongly preferred
Experience managing a portfolio of 20–30+ accounts simultaneously
Excellent presentation and communication skills
Experience leading executive business reviews, onsite meetings, and strategic planning discussions with senior stakeholders
Demonstrated track record of driving product adoption, renewals, and expansion opportunities
Strong relationship management skills
Ability to build credibility across operational and executive stakeholders
Ability to navigate complex client organizations and build relationships across multiple stakeholder levels
Comfortable managing escalations and driving resolution with urgency
Strong organizational skills and attention to detail
Experience with credit unions, community banks, or digital banking platforms is a strong plus
Familiarity with core banking systems such as Corelation, Jack Henry Symitar, Fiserv Portico, or CU Answers is nice to have
Experience with digital banking platforms or financial technology products is nice to have
Experience using CRM and CS tools such as Salesforce, Gainsight, or ChurnZero is nice to have
Experience supporting platform migrations or major product launches is nice to have

Benefits

Comp & perks

A fast-paced and collaborative environment
Stock options at a well-funded startup
100% of medical, dental, and vision premiums covered for individuals on the USA base plan
Significant contributions toward other USA plan options
100% of extended medical, dental, and vision premiums covered for employees and their families under the Canada plan
Retirement plan with 4% company matching
8 weeks paid parental leave for birthing parents
4 weeks paid parental leave for non-birthing parents
3–5 weeks PTO depending on tenure
5 health days
15 holidays
End-of-year shutdown
Performance-based bonuses
Remote-first culture
Competitive compensation