Senior Banking Client Success Leader

Q2; Austin (TX); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Hybrid work

Flexible Time Off

Career development

Health benefits

Volunteer programs

Peer recognition

Job summary

Q2 is seeking a Senior Customer Success Manager to steward a portfolio of leading US banks leveraging the PrecisionLender platform. You will drive measurable business outcomes by unlocking the full value of PrecisionLender’s profitability and pricing solutions, cultivating multi-level client relationships and aligning Q2 innovations with customer goals.

Supported by a team of experts, you’ll deliver ongoing value, manage renewals and pricing discussions, coordinate product feedback, and

Qualifications

• 8+ years B2B or B2C relationship management experience with a Bachelor's degree.
• 4+ years direct experience managing strategic accounts preferred.
• Banking or Banking software experience required.
• Commercial Banking experience preferred.
• Proven cross-sell quota attainment and customer advocacy.
• Executive relationship building at C-level within large accounts.
• Willingness to travel up to 25%.

Responsibilities

• Build and maintain respectful and collaborative relationships with clients to drive retention and expansion.
• Engage at key stages of sales and implementation to learn client needs.
• Review usage and bank performance, position PrecisionLender/Q2 products to meet needs.
• Coordinate with Client Experience Managers to ensure a shared client service plan.
• Manage renewals and identify additional needs to address with PrecisionLender/Q2.
• Develop and negotiate proposals and contracts with clients.
• Deliver product demos and product-specific discussions for existing clients.
• Provide feedback to Product Team for system enhancements and new releases.
• Ensure Salesforce data is accurate and up-to-date and assist audit requests.
• Support cross-sell campaigns and participate in client events.

Skills

relationship mgmt

cross-sell

C-level engagement

communication skills

travel willingness

Education

Bachelor's degree

Tools

Salesforce

Job description

Q2 is seeking a Senior Customer Success Manager to steward a portfolio of leading US banks leveraging the PrecisionLender platform. You will drive measurable business outcomes by unlocking the full value of PrecisionLender’s profitability and pricing solutions, cultivating multi-level client relationships and aligning Q2 innovations with customer goals.

Supported by a team of experts, you’ll deliver ongoing value, manage renewals and pricing discussions, coordinate product feedback, and