Client Success Navigator (Hybrid) | Growth & Retention

MDT; Great Falls (MT); Hybrid; USD 65,000 - 75,000; Full time

Job summary

MDT is seeking a Client Success Manager to guide a diverse client portfolio, drive measurable outcomes, and strengthen long-term partnerships. The role emphasizes proactive guidance, cross-functional collaboration, and clear communication to align services with client objectives.

This hybrid position in Montana requires a high school diploma (bachelor's preferred) and at least two years in client success; travel up to 50% may be required.

Qualifications

• High school graduate or equivalent required.
• Bachelor’s degree in Business, Marketing, or related field preferred, or equivalent combination of training and experience in Client Success Management required.
• Two (2) years of experience in client success, account management, or relationship management in a B2B environment (required).
• Background in financial services, fintech, or enterprise software/SaaS client engagement (preferred).
• Demonstrated history of driving client retention, expansion, and satisfaction metrics.
• Proven ability to collaborate cross-functionally and advocate for client needs within a complex organization.

Responsibilities

• Develop partnerships by understanding each client’s objectives, business strategies, and long-term goals.
• Act as a navigator, providing insights and best practices to maximize the value of our services.
• Monitor client engagement and satisfaction to anticipate needs and address risks before they escape.
• Identify opportunities for expanded adoption of services that align with client goals and deliver measurable results.
• Support coordination between clients and internal teams to ensure alignment and timely delivery of solutions.
• Communicate clearly and consistently with clients through visits, calls, email, and digital channels to ensure transparency and trust.
• Partner with Product, Support, and other internal teams to champion client feedback and advocate for solutions that drive client success.
• Keep leadership informed of client progress, challenges, and opportunities to ensure visibility and alignment.
• Address client concerns with urgency and accountability, ensuring timely follow-up and lasting resolution.
• Provide accurate and timely proposals, renewals, and agreements that support client objectives.
• Maintain high levels of customer retention by fostering satisfaction, loyalty, and trust.
• Document and share best practices, lessons learned, and success stories to strengthen internal knowledge.
• Participate actively in team meetings, strategic planning, and professional development opportunities.
• Promote goodwill and a positive image of the Company in all client and industry interactions.
• Complete special projects assigned in support of client or organizational success.
• Maintain a clean, organized, and secure work environment.
• Demonstrate adaptability in supporting evolving client and business needs.

Skills

Client success

Account management

Cross-functional collaboration

Communication

Education

High school diploma or equivalent

Bachelor’s degree preferred

2 years client success experience or equivalent

Tools

Symitar

Credit union systems

Banking systems

Job description

MDT is seeking a Client Success Manager to guide a diverse client portfolio, drive measurable outcomes, and strengthen long-term partnerships. The role emphasizes proactive guidance, cross-functional collaboration, and clear communication to align services with client objectives.

This hybrid position in Montana requires a high school diploma (bachelor's preferred) and at least two years in client success; travel up to 50% may be required.