Senior Client Success Manager - Hybrid, Capital Markets

Cotality; Dallas (TX); Híbrido; USD 64 000 - 80 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work model

Competitive compensation & benefits

11 paid holidays + generous PTO

Up to 16 weeks parental leave + babySt

401(k) with match

Resumo da oferta

Cotality is seeking a Sr. Client Success Manager to nurture relationships with our Capital Markets clients, ensuring satisfaction and renewals. You will be the main point of contact, driving retention while coordinating across teams for seamless service.

The role emphasizes proactive problem-solving, renewal negotiations, and deep knowledge of client needs in a fast-paced, matrix environment. Hybrid work and strong incentives accompany a comprehensive benefits package.

Qualificações

• 6+ years of related experience in client success, account management and/or sales.
• Capital Markets industry experience is preferred, particularly in software or service sales.
• Strong verbal and written communication skills, executive presence.

Responsabilidades

• Develop and maintain strong relationships with assigned customers to promote retention and loyalty.
• Act as the voice of the customer and coordinate with internal teams to resolve issues.
• Negotiate renewal contracts and develop migration strategies when needed.
• Manage client integrations and project work, ensuring on-time delivery and satisfaction.
• Support revenue retention through understanding clients' business models and usage.

Conhecimentos

Client success

Account management

Sales

Salesforce

Communication

Excel

Independent work

Ferramentas

Salesforce

Microsoft Office

Descrição da oferta de emprego

Cotality is seeking a Sr. Client Success Manager to nurture relationships with our Capital Markets clients, ensuring satisfaction and renewals. You will be the main point of contact, driving retention while coordinating across teams for seamless service.

The role emphasizes proactive problem-solving, renewal negotiations, and deep knowledge of client needs in a fast-paced, matrix environment. Hybrid work and strong incentives accompany a comprehensive benefits package.