What are the responsibilities and job description for the Sr. Client Success Manager II position at Alkami Technology, Inc.?
Alkami is a leading cloud-based digital banking solutions provider for financial institutions in the United States that helps clients to transform through retail and business banking, digital account opening and loan origination, payment fraud prevention, and data analytics and engagement solutions. Alkami’s Mobile App Platform has been certified by J.D. Power for providing clients with “An Outstanding Mobile Banking Platform Experience.”
Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). Through our bold investments in technology and people, we empower our clients to grow confidently, adapt quickly, and build thriving digital banking communities through tailored experiences for over 19.5M users.
As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.
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Overview:
The Client Success Team is central to Alkami's mission, supporting clients throughout their journey and ensuring they derive maximum value from our products and services. We take pride in deeply understanding our clients' objectives and providing strategic guidance as trusted advisors to address their unique challenges. We are currently seeking a driven and passionate Senior Client Success Manager to join our team and play a key role in driving client satisfaction, renewals, and account growth.
As a Senior Client Success Manager, your success will be measured by client retention and expansion of their engagement with Alkami. You will excel in this role if you have exceptional organizational skills to manage competing priorities, excellent communication abilities to build strong relationships, and a genuine empathy for client needs. You are resourceful in solving challenges and committed to ensuring that our clients achieve their goals.
Key Duties and Responsibilities:
Lead client success efforts for your accounts and across Alkami.
Build strong relationships with executive influencers and decision-makers within client organizations, converting them into Alkami champions.
Understand clients’ business challenges, goals, and industry trends, and provide strategic consultation to help them achieve their business and digital goals.
Clearly articulate and communicate a compelling vision and roadmap to align stakeholders, driving strategic initiatives and uniting internal teams and clients around shared goals for success.
Create clear success plans that define client objectives and track their progress.
Ensure clients are on track to derive value from the Alkami platform.
Serve as an expert on helping clients achieve their digital banking goals using the platform.
Master the Alkami platform to advise clients on maximizing its use and capabilities.
Collaborate effectively across departments to drive client success.
Advocate for client needs to internal leaders and departments.
Escalate critical client issues and mobilize internal resources to resolve them.
Use data to influence decisions and guide both clients and internal teams.
Develop cross-functional initiatives that enhance the client experience, driving satisfaction and loyalty.
Monitor client health metrics and product engagement, identifying and addressing risks early.
Conduct regular business reviews to celebrate successes and identify growth opportunities.
Take on additional projects that contribute to fostering a Client Success culture across the team.
Be open to travel up to 25% as needed.
Perform other duties as assigned.
Qualifications:
Experience in Financial Services, particularly working with financial institutions
Proven ability to stay organized, take ownership of projects, and work independently
Strong ability to manage multiple priorities effectively
Excellent verbal and written communication skills
Experience using and updating Salesforce and/or Gainsight
Willingness and ability to travel up to 25%
Desired Skills:
Preferred experience in Digital Banking and/or at a Financial Institution
Knowledge of bank operations, digital banking, and/or SaaS products
Experience using Customer Success software tools
Proficiency in developing and creating presentations using Google Slides
Experience with SaaS applications
Familiarity with financial technology or technical banking operations
The salary range for this position is: $100,000 - $148,000
Cool Things to Know
Not Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.
Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.
Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.
Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.
The Important Stuff
Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.
#LI-REMOTE
J.D. Power 2024 Mobile App Platform Certification ProgramSM recognition is based on successful completion of an audit and exceeding a customer experience benchmark through a survey of recent servicing interactions. For more information, visit jdpower.com/awards.
Salary : $100,000 - $148,000