Associate Client Success Manager, Data & Marketing

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

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). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.

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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The Associate Client Success Manager is a client management role that, as we work to scale our Client Success management roles, may serve either as the primary point of contact for a portfolio of Financial Institutions or as part of a pooled/support model across a shared book of business, and is responsible for managing and growing accounts while balancing multiple priorities. Reporting to the Manager of Client Success – Data & Marketing, the ideal candidate is energized by new technology, highly organized, detail-oriented, and a strong multitasker with excellent communication skills to keep client tasks on track. Experience with a SaaS platform is preferred.
The Associate Client Success Manager plays a key role in growing and maintaining client relationships within Alkami’s Data & Marketing pillar, acting as a liaison between clients and internal teams to ensure seamless communication and execution of the Customer Insights & Marketing Automation solution. Essential Duties & Responsibilities

• Support the management of D&M client relationships, either through an assigned book of business or in a pooled/support model, ensuring customer satisfaction, growth, retention, and overall value of the Customer Insights & Marketing Automation solution.

• Supporting clients to ensure they are properly set up and fully utilizing Alkami’s Customer Insights & Marketing Automation (CI & MA) solution.

• Ability to handle multiple tasks in a fast-paced environment with a high level of service and support orientation.

• Act as the main point of contact between the client portfolio and internal teams, providing task status updates to keep clients on track.

• Proactively identify opportunities and areas of improvement collaboratively with Client Success Managers to deliver a superior client experience.

• Demonstrate a willingness to learn and work as part of a team, and contribute to a “get the job done and do it right”  mindset in a rapidly evolving environment

• Collaborate with cross-functional teams to align client needs with internal resources and capabilities.

• Coordinate client requests with operational and technical teams, ensuring project requirements are clearly communicated and executed to meet client expectations.

• Help manage and resolve client inquiries and escalations, ensuring prompt and effective solutions.

Recommended Experience & EducationKnowledge, Skills, & Qualifications

Required

• Proven ability to stay organized, manage projects, and work independently with minimal supervision.

• Ability to manage a high volume of requests from clients of varying sizes, each with different needs and timelines, while effectively managing expectations.

• Excellent written and verbal communication skills.

• Outstanding organizational & multi-tasking skills.

• Responsible self-starter with a sense of urgency balanced by attention to detail.

• Comfortable with change in a fast-paced environment.

Preferred

• Experience working with a SAAS platform is preferred.

• Advanced proficiency with Google Workspace (Gmail, Google Calendar, Drive, Docs, Sheets, Slides, Forms, etc.) and Slack 

• Experience working with Jira and Confluence, or similar ticketing systems.

• Familiarity with CRM tools (Gainsight, Salesforce) including regular usage and updates.

• Previous experience in a related position.

• Knowledge of financial technology, marketing and data driven strategies. 

• Understanding of Customer Success principles and methodologies

The salary range for this position is: $55,200 - $69,000Cool 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.

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