Client Success Manager

Why consider this job opportunity

• Salary up to $101,600
• Comprehensive benefits package including healthcare, retirement plans, and paid time off
• Opportunity for career advancement and growth within the organization
• Flexible remote work options with on-site requirements for local candidates
• Supportive and collaborative work environment focused on client success

• Provide consultative advice to customers and optimize client performance through strategic portfolio management
• Build strong partnerships and alignment with internal stakeholders to enhance service delivery
• Develop and maintain organized client management plans and pipelines
• Train new customers on products and technology platforms to ensure effective usage
• Monitor customer spending behaviors and implement strategies for performance improvement

• Bachelor's degree or equivalent work experience
• Seven to ten years of client support, relationship management, or sales experience
• Strong analytical and problem-solving skills
• Exceptional written communication and verbal presentation skills
• Ability to meet performance and revenue goals

• Experience in a sales role or a strong desire to transition into sales
• Knowledge of credit card or commercial card products and services
• Broad understanding of bank products and services for relationship expansion
• Proven ability to work effectively with diverse groups and vendors within the organization

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.