Enterprise Client Success Lead: Growth & Risk for Fintech

Alloy; New York (NY); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Unlimited PTO

Employee stock options

Medical, dental, vision plans with HSA

401k with match up to 4%

Parental leave

Home office stipend

Learning stipend

Well-being benefits

Job summary

Alloy is seeking a Senior Client Success Manager to partner with our largest and highest priority accounts, ensuring value realization, adoption, and growth. You’ll own relationships across enterprise customers, guiding strategy and cross-functional collaboration with Sales, Product, Engineering, and Technical Success.

You will lead executive-level discussions, drive retention and expansion, and shape Alloy’s future roadmap through deep product insight and data-driven storytelling.

Qualifications

• 5+ years in enterprise SaaS account management, sales or client success with retention and growth metrics.
• Experience with fintech/banking, API infrastructure, or financial services products.
• Strong cross-functional collaboration and executive stakeholder management.

Responsibilities

• Own and grow a portfolio of strategic accounts with a maturity plan.
• Advise executives, risk leaders, and tech stakeholders across accounts.
• Manage account health with regular meetings and data-driven insights.
• Identify expansion opportunities with Sales to drive revenue.
• Lead executive QBRs with tailored insights and product guidance.
• Drive retention metrics and measurable risk reduction.
• Highlight client usage gaps and drive product adoption with Technical Success.
• Build in-person relationships at events and client visits.
• Collaborate with Product & Engineering to surface client needs.

Skills

Enterprise SaaS

Account Management

Sales Experience

Client Success

API Integration

KYC/CIP AML

Data Storytelling

Communication Skills

Job description

Alloy is seeking a Senior Client Success Manager to partner with our largest and highest priority accounts, ensuring value realization, adoption, and growth. You’ll own relationships across enterprise customers, guiding strategy and cross-functional collaboration with Sales, Product, Engineering, and Technical Success.

You will lead executive-level discussions, drive retention and expansion, and shape Alloy’s future roadmap through deep product insight and data-driven storytelling.