Client Success Manager

13 hours, 25 minutes ago
Full-time
Senior
Customer and Technical Support
TrueML

TrueML

TrueML develops innovative financial technology solutions that enhance customer experience and aim to improve the financial health of consumers by addressing their unique needs and preferences.

Internet Software & Services
51-250
Founded 2013

Description

  • Execute account plans to improve gross and net revenue retention, prevent churn, and expand client placement volumes.
  • Define pilot success criteria, track performance, and convert pilots into long-term commercial agreements.
  • Lead monthly and quarterly business reviews focused on client needs, performance, and measurable ROI.
  • Build relationships with executive, technical, operational, and procurement stakeholders.
  • Coordinate Product, Engineering, Sales, Operations, Legal, and Compliance teams to resolve client challenges and support expansions.
  • Monitor account health, identify renewal risks, and maintain Salesforce forecasts for renewals, expansions, and pilot conversions.

Requirements

  • 5+ years of enterprise client success or account management experience.
  • Experience in SaaS, fintech, financial services, payments, or debt collections.
  • Strong understanding of recurring revenue models, retention, expansion revenue, GRR, NRR, and pilot conversions.
  • Ability to analyze performance data, develop value-based recommendations, and present to technical leaders and C-suite executives.
  • Experience coordinating cross-functional teams without formal authority.
  • Hands-on experience with Salesforce and client health monitoring platforms.
  • Ability to work remotely with reliable internet, protect confidential information, and occasionally work outside standard hours or travel.
  • Availability for occasional local or international travel for meetings, training, offsites, and collaborative projects.

Benefits

  • Flexible vacation.
  • Medical, dental, and vision insurance.
  • Traditional and Roth retirement savings options.
  • Company-paid disability and life insurance.
  • Flexible Spending Account and Limited FSA.
  • Parental leave, volunteer time off, and voting time off.
  • On-demand wellness platform access for employees and five friends or family members.
  • PerkSpot discounts with more than 900 merchants nationwide.
  • Remote-first work environment.

Interested in this position?

Apply directly on the company website

Apply Now

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