Client Success Manager II, Data & Marketing

Alkami Technology; United States; On-site; USD 83,000 - 92,000; Full time

Benefits offered by this job

Remote-first culture

Unlimited PTO

401(k) with employer match

Job summary

Alkami Technology is a remote-first SaaS company enabling banks and credit unions with a Data & Marketing platform. The Client Success Manager II, Data & Marketing, serves as the primary consultative partner for a complex book of financial institution clients, translating platform usage into measurable ROI and guiding campaigns.

You will manage relationships from day-to-day to executive sponsorship, collaborate with Product/Marketing/Implementation teams, and lead QBRs.

Qualifications

• 3–5+ years in Client Success, Account Management, or related roles with complex books.
• Experience serving B2B SaaS clients, ideally in fintech or digital banking.
• Ability to analyze data and translate insights into marketing actions.

Responsibilities

• Act as primary consultative partner for a complex book of business.
• Lead strategy discussions with stakeholders to define goals and KPIs.
• Provide data-driven marketing recommendations and ROI insights.
• Manage client sentiment and advocacy to maximize retention.
• Develop QBRs and present value storytelling to executives.

Skills

Consultative selling

Data-driven marketing

Relationship building

Communication

Organization

Cross-functional collaboration

Education

Bachelor’s degree in Business/Marketing/Data Analytics/Communications

Tools

Gainsight

Salesforce

Jira

Confluence

Slack

Job description

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

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). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.

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.

The Client Success Team at Alkami is dedicated to supporting clients throughout their journey, ensuring they achieve maximum value from our innovative products and services. As a Client Success Manager II, Data & Marketing, you will serve as the primary proactive, consultative partner for a complex book of financial institution clients using Alkami’s Data & Marketing solution.

In this role, you independently manage client relationships, leverage data-driven insights, and provide strategic guidance to help clients use the platform to drive marketing performance, deepen relationships, and achieve measurable business outcomes. You will translate platform usage into clear value stories, maintain strong stakeholder relationships (including executive influencers), and ensure clients realize ROI that supports long-term retention and loyalty.

Essential Duties & 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 elevate 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.

Recommended Experience & Education

Minimum Years Of Experience

• 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

Education Level

Bachelor’s degree in Business, Marketing, Data/Analytics, Communications, or related field

Required

Knowledge, Skills, & Qualifications

• 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.

Preferred

• 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

The salary range for this position is: $83,000 - $92,000

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.

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.