Note: The job is a remote job and is open to candidates in USA. Alkami Technology is a digital sales and service platform provider for U.S. banks and credit unions. The Client Success Manager II, Data & Marketing serves as a primary consultative partner for a complex portfolio of financial institution clients, using data-driven insights and marketing strategy to drive platform adoption, measurable business outcomes, retention, and expansion.
Responsibilities
- Act as the primary consultative partner for an assigned, complex book of business, aligning the Data & Marketing solution to client business objectives
- Lead regular strategy and planning discussions with day-to-day and senior stakeholders to identify goals, challenges, and key performance indicators
- Provide recommendations on data-driven marketing strategies, campaigns, and best practices that leverage Alkami’s Data & Marketing capabilities
- Maintain a strong pulse on client sentiment and advocacy, proactively addressing concerns and reinforcing value
- Regularly analyze client usage and campaign results to produce insights that clearly connect platform activity to growth, engagement, and ROI
- Build and deliver Quarterly Business Reviews (QBRs) for your portfolio, showcasing the value clients are realizing from using the Data and Marketing solution
- Lead client success initiatives for your accounts and across Alkami, ensuring high levels of client satisfaction, engagement, and upsell opportunities that expand Alkami’s footprint (e.g., across additional Alkami Service Group products)
- Develop and maintain multi-threaded relationships across your accounts, including both operational contacts and executive influencers
- Identify, cultivate, and sustain internal “champions” at client institutions who advocate for Alkami Data and Marketing and support continued adoption and expansion
- Coordinate account engagement across internal stakeholders (e.g., Product, Marketing, Implementation, Support) to present a unified, client-centric experience
- Execute established renewal playbooks and processes (e.g., health reviews, risk identification, path-to-green actions) to support achievement of retention targets
- Maintain accurate, up-to-date client data, activities, and health indicators in Customer Success tools (e.g., Gainsight, Salesforce, Jira)
- Follow standardized cadences for touchpoints, QBRs, and internal reviews to drive consistency and accountability across your portfolio
- Develop clear success plans that define client objectives and track progress, ensuring clients achieve their desired outcomes
- Advocate for clients' needs and escalate critical issues to internal leaders and departments, ensuring their voices are heard and their challenges are addressed
- Contribute to internal knowledge-sharing by documenting best practices, playbooks, and repeatable approaches that improve the overall Client Success motion
- Be willing to travel up to 25% as needed to meet client and business requirements
Skills
- * 3–5+ years of relevant experience in Client Success, Account Management, Marketing Strategy, or related client-facing roles, with a proven track record of managing a complex book of business independently, providing strategic, data-driven consultation, and driving measurable outcomes and high client satisfaction
- Bachelor's degree in Business, Marketing, Data/Analytics, Communications, or related field
- * Experience serving as a primary consultative partner for B2B clients, ideally in SaaS, martech, adtech, or data-driven marketing
- * Demonstrated ability to leverage data and insights to inform marketing strategies, campaigns, and optimization recommendations
- * Proven success in independently managing a diverse portfolio of clients and prioritizing time across varied sizes, complexities, and lifecycle stages
- * Strong relationship-building skills with both operational contacts and stakeholders; comfortable leading client presentations and QBRs
- * Excellent communication skills (verbal, written, and presentation), with the ability to distill complex data into clear, business-ready narratives
- * High degree of organization, ownership, and follow-through in a fast-paced, remote, evolving environment
- * Proficiency using Customer Success and CRM tools (e.g., Gainsight, Salesforce) and collaboration systems (e.g., Google Workspace, Jira, Confluence, Slack)
- * Ability to ramp up quickly and perform at a high level in a fast-paced, constantly evolving environment
- * Understanding of digital marketing tactics, (e.g., email, programmatic, targeting, segmentation) and performance metrics, technical product and data insights
- * Be willing to travel up to 25% as needed to meet client and business requirements
- Candidates must be eligible to work in the US for full-time employment
- * Preferred experience working with financial institutions or within digital banking/fintech
- * Hands-on familiarity with data-driven marketing platforms, campaign management tools, or customer intelligence solutions
- * Background in or exposure to programmatic digital advertising, personalization, or predictive analytics
- * Familiarity with financial technology
Benefits
- Remote-first environment
- Unlimited paid time off
- 401(k) with employer match
Company Overview