Client Success Manager II, Data & Marketing

Client Success Manager II, Data & Marketing

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships.

As a Client Success Manager II, Data & Marketing you focus on helping new and expanding clients successfully onboard to the Segmint Data & Marketing platform and rapidly ramp up to confident, self‑directed usage. You are the primary consultative partner from client kickoff through early adoption, coordinating onboarding activities, delivering tailored training, and driving time‑to‑value so clients are ready for a smooth handoff into long‑term strategic management.

• Serve as the primary Client Success point of contact for new Segmint Data & Marketing clients from kickoff through go‑live and early adoption, including ownership of a secondary book of business demonstrating overall solution value ROI.
• Partner closely with Implementation, Data Integration, and other internal teams to coordinate client success deliverables.
• Lead or co‑lead client kickoff and discovery sessions to clarify objectives, use cases, marketing programs, and success criteria.
• Track and communicate status, risks, and next steps with both clients and internal partners to keep onboarding and client adoption on schedule.
• Validate that key elements of the client environment (data feeds, configurations, user access, initial campaigns, etc.) are in place prior to training and go‑live.
• Collaborate with Implementation and technical teams to confirm readiness for production launch and mitigate risks before go‑live.
• Develop and deliver structured training sessions for client stakeholders (admins, marketers, analysts, day‑to‑day users) tailored to their use cases including how‑to guides and best‑practice checklists.
• Host office hours, Q&A sessions, and working sessions to reinforce learning, answer questions, and demonstrate practical workflows in the platform.
• Assess client checkpoints using the data and marketing platform to drive self‑sufficiency and reduce reliance on ad‑hoc help.
• Monitor product engagement and early health metrics for new clients, using data to identify adoption gaps, risks, and quick‑win opportunities.
• Guide clients through initial campaign setup and activation, ensuring efforts align with their marketing strategies and measurable goals.
• Conduct early‑stage check‑ins that connect platform usage to emerging value, reinforcing ROI and next‑step priorities.
• Prepare a concise but complete transition package for the long‑term Strategic/Senior CSM, including key contacts, objectives, current campaigns, strategy, risks, and "path to green" actions.
• Lead or participate in a formal handoff meeting that includes the client and the receiving CSM, clearly explaining roles, expectations, and upcoming milestones.
• Maintain accurate, up‑to‑date records of onboarding history, decisions, and success plans in Customer Success tools (e.g., Gainsight, Salesforce, Jira).
• Contribute feedback and insights to refine onboarding playbooks, templates, and standard operating procedures for the Data & Marketing solution, including collaboration with internal teams to improve the end‑to‑end onboarding and adoption experience.
• Participate in internal initiatives that increase scalability, reduce time‑to‑value, and strengthen the overall Client Success motion.
• Be willing to travel up to 25% as needed to meet client and business requirements.

• Minimum 3–5+ years of relevant experience in Client Success, Account Management, Marketing Strategy, Implementation, or related client‑facing roles.
• Experience managing multiple projects or clients simultaneously in a SaaS, martech, adtech, or data‑driven marketing environment.
• Bachelor’s degree in Business, Marketing, Communications, Data/Analytics, or a related field.

• Experience working directly with B2B clients in a consultative, relationship‑oriented role.
• Familiarity with digital marketing tactics (e.g., email, programmatic, targeting,…