Associate Client Success Manager

Alkami Technology; United States; Remote; USD 53,000 - 79,000; Full time

Job summary

Alkami Technology is seeking an Associate Client Success Manager to serve as the primary contact for financial institutions. This entry-level role involves managing client relationships, assisting with onboarding, and ensuring the effective use of Alkami’s solutions. The ideal candidate will be organized, detail-oriented, and possess strong communication skills. Join a remote-first company recognized for its inclusive culture and growth opportunities.

Benefits

Unlimited paid time off

401(k) with employer match

Diverse and inclusive environment

Qualifications

• 1-2 years in a client-facing role preferred.
• Proven ability to manage multiple requests.
• Experience in financial technology is a plus.

Responsibilities

• Manage and grow client relationships.
• Assist with client onboarding and ensure satisfaction.
• Identify growth opportunities and communicate effectively.

Skills

Communication

Organization

Multi-tasking

Education

Bachelor’s degree in Business Administration, Marketing, Information Systems

Tools

Google Workspace

Slack

Jira

Confluence

CRM tools

Job description

Join to apply for the Associate Client Success Manager role at Alkami Technology

Join to apply for the Associate Client Success Manager role at Alkami Technology

Alkami is a leading cloud-based digital banking solutions provider for financial institutions in the United States that helps clients to transform through retail and business banking, digital account opening and loan origination, payment fraud prevention, and data analytics and engagement solutions. Alkami’s Mobile App Platform has been certified by J.D. Power for providing clients with “An Outstanding Mobile Banking Platform Experience.”

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). Through our bold investments in technology and people, we empower our clients to grow confidently, adapt quickly, and build thriving digital banking communities through tailored experiences for over 19.5M users.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

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The Associate Client Success Manager is an entry level client management role that serves as the primary point of contact for a portfolio of Financial Institutions and is responsible for managing and growing accounts while balancing multiple priorities. Reporting to the Manager of Client Success- Data & Marketing, an ideal candidate is energized by new technology, extremely organized, detail-oriented multi-tasker with strong communication skills to keep clients tasks on track.

The Associate Client Success Manager plays a key role in growing and maintaining client relationships in the Data & Marketing pillar of Alkami. This role is responsible for assisting with client onboarding, identifying growth opportunities, and acting as a liaison between clients and internal teams to ensure seamless communication and execution of the Customer Insights & Marketing Automation (CI & MA) solution, Data & Marketing pillar.

Essential Duties & Responsibilities

• Support the management of D&M client relationships, ensuring customer satisfaction, growth, retention and overall value of the Customer Insights & Marketing Automation solution.
• Assist with the new customer onboarding process, ensuring clients are properly set up and fully utilizing Alkami’s Customer Insights & Marketing Automation (CI & MA) solution.
• Ability to handle multiple tasks in a fast-paced environment with a high level of service orientation.
• Act as the main point of contact between portfolio of clients and internal teams for tasks status and updates to keep clients on track.
• Proactively identify opportunities and areas of improvement collaboratively with Client Success Managers to deliver a superior client experience
• Demonstrate a willingness to learn and work as part of a team and contribute to “get the job done and do it right” mindset in a rapidly evolving environment
• Collaborate with cross-functional teams to align client needs with internal resources and capabilities.
• Coordinate client requests with operational and technical teams, ensuring project requirements are clearly communicated and executed to meet client expectations.
• Help manage and resolve client inquiries and escalations, ensuring prompt and effective solutions.
  
  

Required

• Proven ability to stay organized, manage projects, and work independently with minimal supervision.
• Ability to manage a high volume of requests from clients of varying sizes, each with different needs and timelines, while effectively managing expectations.
• Excellent written and verbal communication skills.
• Outstanding organizational & multi-tasking skills.
• Responsible self-starter with a sense of urgency balanced by attention to detail.
• Comfortable with change in a fast-paced environment.
  
  

Preferred

• Advanced proficiency with Google Workspace (Gmail, Google Calendar, Drive, Docs, Sheets, Slides, Forms, etc.) and Slack
• Experience working with Jira and Confluence, or similar ticketing systems.
• Familiarity with CRM tools (Gainsight, Salesforce) including regular usage and updates.
• Previous experience in a related position.
• Knowledge of financial technology, marketing and data driven strategies.
• Understanding of Customer Success principles and methodologies
  
  

Recommended Experience & Education

Minimum Years of Experience: 1-2 years of experience in a client-facing role, or prior work experience in a similar position.

Education Level: Bachelor’s degree in Business Administration, Marketing, Information Systems, or equivalent will be given preference.

The salary range for this position is: $53,000 - $79,000

Cool Things to Know

Not Just Any Company: 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.

Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.

Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.

Pay Transparency: 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.

The Important Stuff

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. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.

J.D. Power 2024 Mobile App Platform Certification ProgramSM recognition is based on successful completion of an audit and exceeding a customer experience benchmark through a survey of recent servicing interactions. For more information, visit jdpower.com/awards.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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