Senior Customer Success Manager, Banking Tech & Strategy

Q2; Charlotte (NC); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Hybrid Work Opportunities

Flexible Time Off

Career Development & Mentoring

Health Insurance & Parental Leave

Volunteer Programs

Employee Recognition

Job summary

Q2 is seeking a Senior Customer Success Manager to steward a portfolio of leading US banks, leveraging the PrecisionLender platform to drive measurable business outcomes and unlock value for customers. You will build multi-level relationships and act as a trusted advisor, aligning Q2 innovations with client goals for long-term success.

You will collaborate with a cross-functional team, support renewals and proposals, and contribute to product feedback.

Qualifications

• Minimum 8 years in B2B or B2C relationship management with a Bachelor's degree.
• Minimum 4 years direct experience managing strategic accounts preferred.
• Banking or Banking software experience required.
• Proven cross-sales and metrics-driven customer advocacy and satisfaction.
• Proven executive relationship-building with C-level executives.
• Articulate, thorough, and process-minded; willing to travel up to 25%.

Responsibilities

• Build and maintain respectful and collaborative relationships with new and existing clients, driving retention and expansion.
• Participate in final stages of new client sales and during implementation to learn client needs.
• Meet with clients regularly to review usage and bank performance; position PrecisionLender/Q2 solutions.
• Coordinate with Client Experience Managers to maintain a shared service plan and client success.
• Manage renewals for assigned accounts and identify additional needs to address.
• Prepare and negotiate proposals and contracts; involve internal counsel as needed.
• Generate client interest in Q2 events (conferences, user groups, advisory boards).
• Maintain client data in Salesforce (visit logs, profile updates, references, retention risk).
• Coordinate product demos and discussions for existing clients.
• Provide feedback to Product Team on enhancements and releases.
• Assist clients with audit documentation requests.
• Coordinate with vendor partners when needed.
• Participate in cross-sell campaigns; represent at client events.
• Represent PrecisionLender/Q2 at events and onsite sessions.
• Ensure compliance with security, availability, confidentiality, and privacy policies.

Skills

Relationship management

Cross-sales

Executive relationships

Communication

Travel coordination

Education

Bachelor's degree

Job description

Q2 is seeking a Senior Customer Success Manager to steward a portfolio of leading US banks, leveraging the PrecisionLender platform to drive measurable business outcomes and unlock value for customers. You will build multi-level relationships and act as a trusted advisor, aligning Q2 innovations with client goals for long-term success.

You will collaborate with a cross-functional team, support renewals and proposals, and contribute to product feedback.