Remote Client Success Manager — FinTech for Banks & Credit Unions

Bankjoy; Austin (TX); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Stock options

Medical, dental, and vision premiums 0

Retirement plan with 4% company match

8 weeks paid parental leave

3–5 weeks PTO depending on tenure

15 holidays

End of year shutdown

Performance-based bonuses

Remote first culture

Job summary

Bankjoy is seeking a proactive Client Success Manager to own a portfolio of credit unions and community banks nationwide. You will drive product adoption, lead executive business reviews, manage renewals, and identify upsell opportunities while serving as the primary relationship owner for your accounts.

You will collaborate with the Director of Client Success, Implementation, Tech Support, and Product teams to ensure clients maximize value from Bankjoy's platform and achieve long-term success.

Qualifications

• 5+ years in Client Success, Account Management, or Customer Experience in B2B fintech or enterprise SaaS.
• Experience managing a portfolio of 20–30+ accounts with responsiveness and follow-through.
• Strong presentation and communication skills with experience leading executive reviews and strategic planning.

Responsibilities

• Own a portfolio of credit union and community bank clients, serving as their primary point of contact at Bankjoy.
• Build and maintain strong, trusted relationships with client stakeholders, from day-to-day administrators to executive sponsors.
• Become a trusted advisor to executive stakeholders by providing strategic recommendations that align Bankjoy solutions with each client's business objectives.
• Conduct regular business reviews and executive meetings to review platform performance, discuss future goals and priorities, identify opportunities for additional value, and align on long-term success.
• Lead onsite client engagements, including preparing executive presentations, facilitating strategic discussions, documenting action items, and ensuring follow-through.
• Serve as the voice of the client internally — ensuring client needs and feedback are surfaced to Product, Engineering, and leadership.

Skills

Client Success

Account Management

Executive communication

Portfolio management

Relationship building

Tools

Salesforce

Gainsight

ChurnZero

Job description

Bankjoy is seeking a proactive Client Success Manager to own a portfolio of credit unions and community banks nationwide. You will drive product adoption, lead executive business reviews, manage renewals, and identify upsell opportunities while serving as the primary relationship owner for your accounts.

You will collaborate with the Director of Client Success, Implementation, Tech Support, and Product teams to ensure clients maximize value from Bankjoy's platform and achieve long-term success.