Associate Manager, Strategic Account Management, Client Success

Responsibilities

• Lead and coach a small team of specialists, providing guidance, feedback, and professional development.
• Monitor workloads and prioritize assignments to ensure balanced capacity, efficiency, and on‑time delivery.
• Oversee day‑to‑day operations to ensure timely delivery of team objectives.
• Serve as the primary escalation point for technical or process‑related issues.
• Prepare reports and updates on team performance metrics for senior management.
• Collaborate with cross‑functional teams and clients to ensure clear understanding of requirements and project status.
• Maintain professional, solution‑oriented communication to foster positive client relationships.
• Track progress, ensuring milestones and deadlines are met.
• Conduct quality checks to maintain consistency and adherence to standards.
• Oversee a defined set of strategic accounts, ensuring adoption, retention, and expansion targets are met.

• 5 years of professional experience in customer success or related roles.
• 1 year of experience managing and developing high‑performing teams.
• Experience in fintech or SaaS environments preferred.
• Bachelor's degree in Business Management, Marketing, Communications, Hospitality or a related field required.
• An equivalent combination of education and experience may be considered.
• Relevant professional certifications (e.g., Customer Success Management, Project Management) a plus.
• Fluent in English (written and verbal).
• Bilingual English/Spanish strongly preferred.