Senior Enterprise Client Success Manager: Revenue Growth

TrueML

United States

Remote

USD 80,000 - 105,000

Full time

14 days+

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Benefits offered by this job

Flexible vacation
Medical/dental/vision insurance
Traditional/Roth retirement savings
Disability and life insurance
FSA / Limited FSA
Parental leave, volunteer and voting休
Wellness platform access for you and 5
PerkSpot discount program

Job summary

TrueML, a mission-driven financial software company, is seeking a Senior Client Success Manager to own a portfolio of enterprise clients across fintech and financial institutions. You will drive product adoption, manage renewals, convert pilots, and deliver durable revenue growth in a remote-first environment.

You will coordinate with product, engineering, sales, operations, legal, and compliance to solve complex client challenges and expand account value.

Qualifications

  • 5+ years of enterprise client success or account management experience in SaaS/fintech.
  • Strong grasp of recurring revenue models, retention, expansion, GRR and NRR.
  • Ability to interpret complex performance data and present value-driven recommendations.

Responsibilities

  • Drive portfolio retention & expansion across a portfolio of enterprise clients.
  • Convert pilots into long-term contracts with strong business cases.
  • Lead monthly and quarterly business reviews with clients to uncover needs and ROI.
  • Build multithreaded relationships with executives across client organizations.
  • Coordinate cross-functional teams (Product, Engineering, Sales, Operations, Legal) to advance expansion initiatives.
  • Maintain accurate revenue forecasts and monitor renewal risks in Salesforce.

Skills

B2B CSM
Revenue retention
Pilot conversions
Cross-functional leadership
Salesforce

Tools

Salesforce

Job description

TrueML, a mission-driven financial software company, is seeking a Senior Client Success Manager to own a portfolio of enterprise clients across fintech and financial institutions. You will drive product adoption, manage renewals, convert pilots, and deliver durable revenue growth in a remote-first environment.

You will coordinate with product, engineering, sales, operations, legal, and compliance to solve complex client challenges and expand account value.

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