Client Success Manager-Disbursements

Headquartered in Birmingham, AL, Dash Solutions is a fast-growing payments company that provides forward-thinking organizations with everything they need to make payments and rewards more meaningful to their business and the people they pay. Led by a team of payments industry experts, Dash Solutions has a proven track record of delivering innovative payment and engagement solutions. We are committed to excellence, innovation, and delivering exceptional value in this rapidly evolving market.

At Dash, we're not just looking for employees; we're looking for team members who embody our core Values and share our passion for revolutionizing the payments industry. Here's what we seek in every hire, regardless of the role:

• Cultural Fit: We thrive in a culture of respect, authenticity, and a relentless pursuit of improvement. We challenge the status quo and embrace change as an opportunity for growth.
• Mission-Focused: We're on a mission to transform the payments industry, and we expect all team members to share our commitment to this goal. We're looking for individuals who are driven by purpose and eager to make a meaningful impact.
• Industry Passion: The payments industry is dynamic and constantly evolving. We're looking for candidates who are not only passionate about this ever-changing landscape but also curious and eager to learn. We need leaders who will guide our company into a bright future, staying ahead of industry trends and driving innovation.

As a Client Success Manager at Dash, you will own and nurture relationships with Dash’s most valuable clients. Your primary goal will be to drive revenue through client satisfaction, retention, and growth by deeply understanding their business needs, identifying and executing on opportunities for expansion, and delivering value at every stage of the client’s journey. You’ll manage a designated portfolio of high-value accounts, ensuring their success through strategic engagement, upselling, cross-selling, and renewal efforts.

A successful Client Success Manager understands Dash’s strategic direction, identifies and executes new opportunities within existing clients, and knows when and how to collaborate with Sales, Product, Finance, or other teams. You will demonstrate mastery of the Client Success skillset, leveraging strong domain experience to bring best practices to your clients and the team. You will consistently and successfully manage Dash’s largest and most challenging clients with a high level of autonomy, with demonstrated outcomes including taking accounts from deep red to green and from below financial targets to exceeding.

You will make an impact to the broader team by driving cross-functional initiatives and serving as a Client Success expert and mentor for junior resources.

• Develop strong relationships and identify business growth and expansion opportunities through partnerships, cross-selling, and up-selling initiatives, thereby creating additional revenue opportunities within Dash’s enterprise business portfolio.
• Ensure that the revenue goals for Dash’s existing portfolio of clients are achieved.
• Owns the plan for execution of the yearly target goal for established clients.
• Owner of the monthly Budget vs Actual process which uncovers trends – ensures client is performing to plan and acts when underperformance is detected.
• Develop and execute strategic plans to ensure all clients meet maturity and then to grow client adoption and utilization of Dash products and services beyond original goals.
• Stay updated on industry trends, competitor offerings, and market conditions to provide relevant advice, strategic insights, and keep clients competitive.
• Forecast future client needs,…