Alkami

Client Success Manager II, Data & Marketing

US Remote, USA · Mid · Full-time

Work authorization required$81k-$90kDetected 61 days ago

JiraConfluenceSalesforceAccount ManagementCustomer SuccessCommunicationCollaboration

About the role

The Client Success Team at Alkami is dedicated to supporting clients throughout their journey, ensuring they achieve maximum value from our innovative products and services.
Work Authorization: We cannot offer employment sponsorship at this time.
Alkami will not tolerate discrimination or harassment based on any of these characteristics.

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-practices checklists.
Assess client checkpoints using the data and marketing platform to drive self-sufficiency and reduce reliance on ad hoc help.
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).
Ability to ramp up quickly and perform in a fast-paced, evolving environment while maintaining a high level of client service.

Proven success in managing concurrent projects, deadlines, and stakeholders with a high degree of organization and follow-through.
Proficiency using Customer Success and collaboration tools (e.g., Gainsight, Salesforce, Google Workspace, Jira, Confluence, Slack).
Experience with financial institutions, digital banking, or fintech solutions.

As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.
$81,000 - $90,000

Host office hours, Q&A sessions, and working sessions to reinforce learning, answer questions, and demonstrate practical workflows in the platform.
Monitor product engagement and early health metrics for new clients, using data to identify adoption gaps, risks, and "quick win" opportunities.

Alkami has an awesome diverse and inclusive environment.
We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.
We are not looking for outside recruiting firms to help us in this search.
Thank you for understanding.

Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.

This listing is sourced directly from Alkami's careers page and normalized into a canonical job model.