Senior Customer Success Manager
Job in
Charlotte, Mecklenburg County, North Carolina, 28296, USA
Listed on 2026-10-15
Listing for:
Q2 Software
Full Time
position Listed on 2026-10-15
Job specializations:
-
Sales
Client Relationship Management, Customer Success Management, Account Manager -
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management, Account Manager
Job Description & How to Apply Below
Why Join Q2?
Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.
What Makes Q2 Special?
Being as passionate about our people as we are about our mission. We celebrate our employees in many ways through our year-round Q2 Change Makers awards program and global moments of recognition and connection. We invest in the growth and development of our team members through ongoing learning opportunities, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun and giving back together.
From company-wide volunteer days to events like our Q2 Homecoming Week—featuring learning, community service, and culture-building experiences—we create opportunities to connect, grow, and make an impact.
SUMMARYQ2 is seeking a Senior Customer Success Manager to build and maintain relationships with new and existing clients focused on Q2's Digital Banking software products and platform. Travel Expectations 40%
RESPONSIBILITIES Build and maintain strong, collaborative relationships with assigned Enterprise clients, serving as a trusted strategic advisor and primary relationship owner.
Develop a deep understanding of each client’s business, financial performance, strategic priorities, goals, and challenges to guide the overall account strategy.
Build and own strategic account plans and client roadmaps that align Q2 capabilities and solutions with each client’s business priorities and long-term objectives.
Maintain regular strategic engagement with clients through business reviews, executive conversations, and other interactions appropriate to the relationship.
Own growth and expansion strategy across assigned accounts by identifying whitespace and connecting client needs and priorities to relevant Q2 solutions and capabilities.
Lead expansion opportunities and contract renewals, partnering with Sales, Product, Solutions Consulting, and other Q2 teams throughout the sales and renewal process.
Monitor overall relationship health, proactively identify risks and opportunities, and coordinate appropriate actions and resources to strengthen the client relationship.
Serve as the client’s advocate across Q2, ensuring priorities, issues, and requests are effectively communicated and addressed by the appropriate internal teams, with escalation to leadership when necessary.
Partner with Customer Experience Managers (CEMs), where applicable, to align strategic account priorities with adoption, value realization, service, and the overall client experience.
Engage during new client implementations and major initiatives to establish relationships, understand client objectives, and support a successful transition into the ongoing Customer Success relationship.
Coordinate with Q2 teams, vendor partners, and other stakeholders to address client needs and deliver a consistent, coordinated client experience.
Represent Q2 at client meetings, executive engagements, industry events, user groups, and other customer-facing activities as appropriate.
Maintain accurate and timely account, opportunity, relationship, and activity information within Q2’s designated systems and processes.
Adhere to all Q2 security, availability, confidentiality, privacy, and compliance policies and controls.
EXPERIENCE AND KNOWLEDGEMinimum of 12 years of Business to Business or Business to Consumer relationship management experiences with a Bachelors…
Position Requirements
10+ Years
work experience
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