Bankjoy

Client Success Manager

USA

Sponsorship not specified$20k-$30kDetected 21 days ago

SalesforceCRMAccount ManagementOnboardingCustomer SuccessLeadershipCommunicationCollaborationPublic SpeakingOrganizational Skills

About the role

Bankjoy provides modern digital banking products including mobile banking, online banking, online account opening, loan origination, and conversational AI.
Bankjoy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or disability. #LI-Remote

Own a portfolio of credit union and community bank clients, serving as their primary point of contact at Bankjoy
Build and maintain strong, trusted relationships with client stakeholders, from day-to-day administrators to executive sponsors
Drive product adoption across your portfolio by proactively educating clients on features, best practices, and new releases
Develop and execute strategic success plans aligned with each client's business objectives, helping them maximize the value of their Bankjoy investment
Identify and lead expansion opportunities within your portfolio by aligning Bankjoy solutions to client business goals and strategic initiatives
Lead the renewal process for your portfolio, including managing timelines, preparing renewal proposals, presenting pricing recommendations, and negotiating agreements in partnership with the Director of Client Success
Proactively identify at-risk accounts and develop mitigation plans before issues escalate
Maintain a high client retention rate by ensuring clients consistently see value in Bankjoy's platform
Develop and execute account strategies that strengthen executive relationships, improve product adoption, and identify opportunities for long-term growth
Serve as the first line of response for client escalations within your portfolio, triaging issues, coordinating with Tech Support, Product, and Engineering, and providing proactive communication to clients throughout resolution

5+ years of Client Success, Account Management, or Customer Experience in B2B fintech, banking technology, or enterprise SaaS.
Experience managing a portfolio of 20-30+ accounts simultaneously with a high standard of responsiveness and follow-through
Demonstrated track record of driving product adoption, renewals, and expansion opportunities within an assigned book of business

Familiarity with core banking systems (Corelation, Jack Henry Symitar, Fiserv Portico, CU Answers, or similar)
Experience with digital banking platforms or financial technology products
Experience using CRM and CS tools (Salesforce, Gainsight, ChurnZero, or similar)
Experience supporting clients through platform migrations or major product launches
A fast-paced and collaborative environment
Competitive compensation
End of year shutdown
Performance-based bonuses

Track and report on adoption metrics, engagement scores, and account health across your book of business

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