Hybrid Client Success Manager: Banking & Money Movement

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

Benefits offered by this job

Healthcare benefits

Pension plan

Paid time off

Disability coverage

Job summary

U.S. Bank seeks a Client Success Manager (CSM) for Business Banking and Money Movement to drive client adoption, retention, and revenue growth. You will act as a trusted advisor through the customer lifecycle, partnering with Sales, Product, Operations and Banking teams to deepen engagement and value.

The role emphasizes strong relationship management, analytical thinking, and a proactive, client-focused approach within a hybrid work model with on-site and remote days.

Qualifications

• Bachelor's degree, or equivalent work experience.
• 1–4 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 (Day 30+) 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

Consultative selling

Presentation skills

Analytical thinking

Time management

Adaptability

Client adoption

Education

Bachelor's degree or equivalent

Tools

Salesforce

CRM tools

Job description

U.S. Bank seeks a Client Success Manager (CSM) for Business Banking and Money Movement to drive client adoption, retention, and revenue growth. You will act as a trusted advisor through the customer lifecycle, partnering with Sales, Product, Operations and Banking teams to deepen engagement and value.

The role emphasizes strong relationship management, analytical thinking, and a proactive, client-focused approach within a hybrid work model with on-site and remote days.