Senior Customer Success Manager

As passionate about our people as we are about our mission. 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.

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.

Q2 is seeking a Senior Customer Success Manager dedicated to stewarding the success of a portfolio of leading US banks financial institutions leveraging the Precision Lender platform. In this role, you will be responsible for driving measurable business outcomes for our clients by helping them unlock the full value of Precision Lender’s relationship profitability and pricing solutions. You will cultivate strong, multi-level relationships with clients and internal partners, developing a deep understanding of each customer’s business goals.

By aligning Q2’s innovations with those objectives, you’ll help drive meaningful results and long-term success. Supported by a team of technical and business experts, you’ll serve as a trusted advisor
, ensuring consistent delivery of value and building a portfolio of lifelong advocates who expand their use of Q2 solutions. Travel Expectations 25%

• Build and maintain respectful and collaborative relationships with new and existing clients as assigned, resulting in their retention and expansion
• Participate at the final stages of a new client sales process and at defined points during implementation, not as their primary delivery liaison, but to begin building rapport with the client and to learn more about their business and needs
• Meet with assigned clients regularly to review their usage statistics and bank performance, determine any needs they may have, and position Precision Lender/Q2 products and services to resolve/meet them
• As fellow members of the account team, partner with Precision Lender Client Experience Managers to maintain clear communication and a shared plan of client service and success
• Manage client renewals for assigned accounts, including using the renewal event to assess client’s current state and determine additional needs that could be addressed by Precision Lender/Q2
• Prepare and escalated pricing recommendations, adjustments, and credits through the defined Delegation of Authority (DOA) process
• Develop and negotiate proposals with clients; work with internal counsel to develop and deliver contractual amendments and new contracts
• Generate client interest and participation in Precision Lender/Q2 events (client conference, user groups, client advisory boards, etc.)
• Secure client references and approve or decline reference requests from account executives and other relationship managers
• Maintain Client detail information in Salesforce (e.g., visit logs, call logs profile updates, client reference status, client retention risk ratings, holiday cards and gifts, etc.)
• Coordinate and deliver product demos and product-specific discussions for existing clients
• Based on feedback from clients, provide input to Product Team on system enhancements and new releases, including support of projects as needed
• Assist clients with documentation for audit requests (i.e. financials, or data from Q2 not posted in the Client portal)
• Coordinate, as needed, with vendor partners to address client requests
• Participate in cross sell campaigns as assigned
• Represen…