Senior Enterprise CSM: Growth & Retention (Remote)

TrueML Technology, LLC; United States; Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Flexible vacation

Medical/dental/vision insurance

Retirement savings options (401k)

Disability and life insurance

Flexible Spending Account & Limited FS

Parental leave, volunteer and voting

Wellness platform access for you and 5

PerkSpot discount program

Job summary

TrueML seeks a Senior Client Success Manager to own a portfolio of ~15 enterprise clients across fintech and financial institutions. You will drive product adoption, manage renewals, convert pilots into long-term partnerships, and deliver durable revenue growth while coordinating with Product, Engineering, Sales, Operations, Legal and Compliance.

You will lead strategic discovery, business reviews, and cross-functional collaboration to uncover value, forecast revenue, and protect account health

Qualifications

• 5+ years of enterprise client success or account management in SaaS, fintech, or financial services.
• Proven ability to manage retention, expansion revenue, GRR, and NRR.
• Strong analytical skills to translate data into business insights.
• Experience leading cross-functional teams to deliver on client commitments.
• Hands-on experience with Salesforce and similar CRM platforms.

Responsibilities

• Drive portfolio retention and expansion across enterprise clients.
• Convert pilots into long-term contracts through data-driven business cases.
• Lead strategic discovery and business reviews to uncover ROI.
• Build multithreaded partnerships with executive, technical, and procurement stakeholders.
• Coordinate with Product, Engineering, Sales, Operations, Legal and Compliance to solve client challenges.
• Manage account health and revenue forecasting in Salesforce.

Skills

Enterprise CSM

SaaS metrics

Analytical presenter

Cross-functional leadership

Salesforce knowledge

Tools

Salesforce

Health monitoring tools

Job description

TrueML seeks a Senior Client Success Manager to own a portfolio of ~15 enterprise clients across fintech and financial institutions. You will drive product adoption, manage renewals, convert pilots into long-term partnerships, and deliver durable revenue growth while coordinating with Product, Engineering, Sales, Operations, Legal and Compliance.

You will lead strategic discovery, business reviews, and cross-functional collaboration to uncover value, forecast revenue, and protect account health