Client Success Manager
On-sitePlano, Texas, United States
Job Summary
Anticipate and manage work volumes while collaborating with stakeholders to resolve client escalations. Analyze client data to identify trends, develop department strategy, and drive change initiatives for technology enhancements. Manage high-pressure environments to contribute to business resiliency planning and proactively consult clients using regular relationship reviews to educate them on self-service tools. Attract, develop, and retain top talent by coaching the team, evaluating performance, and soliciting feedback on product offerings to adapt to the commercial banking landscape. Requires 6+ years of client-facing experience, comprehensive Treasury Services knowledge, and ability to influence cross-functional teams without direct supervision. Some travel required (20%); role not eligible for employer immigration sponsorship.
Required Qualifications
- Comprehensive knowledge of Treasury Services and/or Custom Card products
- Data Analytics & Change Management experience – including presenting finding
- Ability to influence others without direct supervision
- Ability to provide quantifiable management reporting & present findings
- Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
- Strategic thinking with the ability to adapt to change
- Demonstrated team building skills and ability to work in a team environment
- 6+ years of client facing work experience
- Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
- Some travel required (20%) to visit clients and internal partners
Desired Qualifications
- Previous Team Management Experience
- Bachelor of Science or Business Administration Degree and/or 6+ years equivalent work experience
- Google G suites / Microsoft Office adept
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