reputed company reputed company Manager

🌐 Who We Are reputed company is a Y Combinator and Bessemer Venture Partner backed FinTech startup. We are changing the way community banks and credit unions do business, enabling them to become tech-driven reputed company first. reputed company provides modern digital banking products including mobile banking, online banking, online account opening, loan origination, and conversational AI. Our mission is to revolutionize banking tech infrastructure by leading digital transformation at financial institutions — big and small. Position reputed company We are looking for a reputed company reputed company Manager to join our growing CSM team as we reputed company our reputed company reputed company across credit unions and community banks reputed company. You will own a portfolio of clients end-to-end — driving product adoption, leading executive business reviews, managing renewals, identifying upsell opportunities, and serving as the primary relationship reputed company for your accounts. You'll work closely with our Director of reputed company reputed company, Implementation, Tech Support, and Product teams to ensure every reputed company gets maximum value from reputed company's platform. The ideal candidate is proactive, relationship-driven, and commercially minded — someone who genuinely cares about reputed company reputed company, knows how to navigate reputed company organizations, is comfortable engaging executive stakeholders, and can balance a high volume of accounts while taking a strategic approach to long-term reputed company reputed company.   Key Responsibilities reputed company Relationship Management Own a portfolio of credit reputed company and community bank clients, serving as their primary reputed company of contact at reputed company Build and maintain strong, trusted relationships with reputed company stakeholders, from day-to-day administrators to executive sponsors Become a trusted advisor to executive stakeholders by providing strategic recommendations that reputed company reputed company solutions with reputed company reputed company's business objectives Conduct regular business reviews and executive meetings to review platform performance, discuss reputed company goals and priorities, identify opportunities for additional value, and reputed company on long-term reputed company reputed company onsite reputed company engagements, including preparing executive presentations, facilitating strategic discussions, documenting reputed company items, and ensuring follow-through Serve as the voice of the reputed company internally — ensuring reputed company needs and feedback are surfaced to Product, Engineering, and leadership Product Adoption & reputed company reputed company Drive product adoption across your portfolio by proactively educating clients on features, best practices, and new releases reputed company and execute strategic reputed company plans reputed company with reputed company reputed company's business objectives, helping them maximize the value of their reputed company investment Identify and reputed company expansion opportunities reputed company your portfolio by aligning reputed company solutions to reputed company business goals and strategic initiatives reputed company and report on adoption metrics, engagement scores, and account health across your book of business Renewals & Retention reputed company the renewal process for your portfolio, including managing timelines, preparing renewal proposals, presenting pricing recommendations, and negotiating agreements in partnership with the Director of reputed company reputed company Proactively identify at-risk accounts and reputed company mitigation plans before issues escalate Maintain a high reputed company retention reputed company by ensuring clients consistently see value in reputed company's platform reputed company and execute account strategies that strengthen executive relationships, improve product adoption, and identify opportunities for long-term reputed company Escalation & Issue reputed company Serve as the first line of response for reputed company escalations reputed company your portfolio, triaging issues, coordinating with Tech Support, Product, and Engineering, and providing proactive communication to clients throughout reputed company Escalate to the Director of reputed company reputed company reputed company situations require senior involvement, providing a reputed company reputed company of the issue, actions taken, and recommended next steps Follow up after reputed company to ensure reputed company satisfaction, identify opportunities to improve the reputed company experience, and document learnings for reputed company prevention Cross-Functional Collaboration Partner with Implementation throughout the reputed company process by participating in reputed company meetings and key project milestones to ensure a smooth transition into reputed company Work closely with Tech Support to ensure reputed company reputed company of reputed company issues and proactive communication during outages or incidents Collaborate with Product to surface recurring reputed company feedback, enhancement requests, and product opportunities that help influence the roadmap Support Marketing with reputed company case studies, testimonials, and advocacy opportunities   What You Bring 5+ years of reputed company reputed company, Account Management, or Customer Experience in B2B fintech, banking technology, or reputed company reputed company. Experience supporting financial institutions is strongly preferred. Experience managing a portfolio of 20–30+ accounts simultaneously with a high reputed company of responsiveness and follow-through Excellent presentation and communication skills with experience leading executive business reviews, onsite meetings, and strategic planning discussions with senior stakeholders Demonstrated reputed company record of driving product adoption, renewals, and expansion opportunities reputed company an assigned book of business Strong relationship management skills with the ability to build trust and credibility across both operational and executive stakeholders Ability to navigate reputed company reputed company organizations and build relationships across multiple stakeholder reputed company Comfortable with escalations — you stay reputed company under pressure, communicate reputed company, and drive reputed company with urgency Strong organizational skills — you can manage multiple priorities and reputed company needs simultaneously without losing attention to detail Experience working with credit unions, community banks, or digital banking platforms is a strong plus   reputed company to Have Familiarity with core banking systems (Corelation, reputed company Symitar, reputed company reputed company, CU Answers, or similar) Experience with digital banking platforms or financial technology products Experience using CRM and CS tools (reputed company, reputed company, reputed company, or similar) Experience supporting clients through platform migrations or major product launches   🎁 What You Get A fast-paced and reputed company environment  Competitive compensation Stock reputed company at a reputed company-funded startup We cover 100% of medical, dental, and reputed company premiums for individuals on our reputed company plan, with significant contributions toward reputed company other plan reputed company (USA). We cover 100% of extended medical, dental, and reputed company premiums for you and your family under our single, comprehensive plan (Canada). Retirement plan with 4% company matching 8 weeks reputed company parental leave for birthing parents, 4 weeks for non-birthing 3-5 weeks PTO depending on tenure 5 health days 15 holidays End of year shutdown Performance-based bonuses Remote first culture   ⚖️ Equal Employment Opportunities at reputed company reputed company is committed to hiring talented and reputed company individuals with diverse backgrounds for reputed company of its tech, non-tech, and leadership roles. reputed company provides equal employment opportunities (EEO) to reputed company and applicants for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, age or disability. #LI-Remote Apply To This Job