Client Success Manager - Business Banking & Money Movement

U.S. Bank; Chicago (IL); Hybrid; USD 76,000 - 92,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k)

Paid time off

Life insurance

Disability insurance

Parental leave

Adoption assistance

Job summary

U.S. Bank is seeking a results-driven Client Success Manager (CSM) to drive adoption, retention, and growth for Business Banking & Money Movement clients. You will work cross-functionally with Sales, Product, Operations, and Banking teams as a trusted advisor through the customer lifecycle.

The role focuses on accelerating time-to-value post-activation, expanding relationships, and ensuring a best-in-class client experience. Hybrid work and a client-centric, consultative approach are essential.

Qualifications

• Bachelor's degree, or equivalent work experience.
• One to four years of client management experience.

Responsibilities

• Build and maintain strong relationships with assigned client accounts, serving as a trusted advisor throughout the client lifecycle.
• Own the post-activation (Day30+) relationship; remove client usage blockers to accelerate time-to-value.
• Monitor client engagement and specific feature utilization to drive adoption, increase usage, and achieve key success milestones.
• Conduct proactive, trigger-based outreach to amplify feature usage, mitigate attrition risk, and improve retention.
• Identify expansion opportunities and partner with Digital Sales and banking teams to transition qualified referral opportunities.
• Manage client renewals and support initiatives that strengthen long-term client loyalty and relationship growth.
• Provide consultative guidance and product expertise to help clients maximize the value of Business Banking and Money Movement solutions.
• Serve as the voice of the client by sharing insights and feedback with Product, Marketing, Sales, and Operations teams to enhance the customer experience.
• Partner with internal stakeholders to improve operational standards, service quality, and client satisfaction.
• Evaluate processes and recommend improvements that support scalable growth, client success, and business performance.

Skills

Relationship management

Analytical thinking

Consultative selling

Learning agility

Multitasking

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

CRM platforms

Job description

U.S. Bank is seeking a results-driven Client Success Manager (CSM) to drive adoption, retention, and growth for Business Banking & Money Movement clients. You will work cross-functionally with Sales, Product, Operations, and Banking teams as a trusted advisor through the customer lifecycle.

The role focuses on accelerating time-to-value post-activation, expanding relationships, and ensuring a best-in-class client experience. Hybrid work and a client-centric, consultative approach are essential.