Client Success Manager

Role Overview

Join Bankjoy as a Client Success Manager (full remote). You will own a portfolio of credit union and community bank clients, driving product adoption, managing renewals, and acting as the primary relationship owner.

Key Missions

• Manage a book of clients to ensure product adoption
• Own renewals and identify sales/expansion opportunities
• Build and maintain strong relationships with client stakeholders, including executive leadership
• Coordinate with internal teams to ensure clients maximize value from the Bankjoy platform

Responsibilities

• Serve as the trusted advisor for executive stakeholders
• Lead executive business reviews and strategic planning discussions
• Handle escalations calmly and drive timely resolution
• Balance a high volume of accounts while keeping a strategic focus on long-term success
• Support clients through major launches and/or platform migrations

Requirements

• 5+ years in Client Success, Account Management, or Customer Experience in B2B fintech, banking technology, or enterprise SaaS
• Strong track record of product adoption, renewals, and expansion
• Experience supporting financial institutions (strongly preferred)
• Excellent communication and presentation skills, including executive reviews/meetings
• Ability to manage 20–30+ accounts with high responsiveness
• Strong organizational skills and attention to detail
• Ability to navigate complex client organizations and multiple stakeholder levels
• Familiarity with core banking systems (e.g., Corelation, Jack Henry Symitar, Fiserv Portico, CU Answers, or similar)
• Experience with digital banking platforms/financial technology products
• Experience using CRM/CS tools (e.g., Salesforce, Gainsight, ChurnZero, or similar)

Nice to Have

• Experience with credit unions, community banks, or digital banking platforms
• Experience supporting platform migrations or major product launches