Strategic Accounts Relationship Manager (CSM)

Trintech, Inc.; United States; Remote; USD 97,000 - 132,000; Full time

Job summary

A leading company in financial software is seeking a Strategic Accounts Relationship Manager to enhance customer satisfaction and retention. This remote role focuses on building executive-level relationships and driving customer success strategies. Ideal candidates will have extensive experience in customer success, particularly with Fortune 100 clients, and a strong understanding of financial technologies. Join a team committed to empowering clients and fostering a culture of reliability and openness.

Qualifications

• 5-10 years of consulting experience focused on customer relationships.
• Senior-level experience in customer success with Fortune 100 clients.

Responsibilities

• Build and maintain relationships with customer executives.
• Develop strategies to ensure valuable customer experience.
• Manage a portfolio of 20-25 enterprise customers.

Skills

Communication

Analytical Skills

Business Acumen

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in IT

Tools

Salesforce.com

Job description

Strategic Accounts Relationship Manager (CSM)

Job Category: Client Services

Requisition Number: STRAT001615

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• Posted: May 1, 2025
• Full-Time

Locations

Showing 1 location

Remote - US

Description

Trintech is seeking an experienced, executive-customer-focused individual to join our team as a Strategic Accounts Relationship Manager within the Customer Success Organization. The primary goal for this role is to forge executive-level relationships within a defined customer base to ensure satisfaction, retention, and growth. As a key member of the Strategic Accounts Solutions Team, you will serve as a trusted advisor to our strategic customers, maximizing the value of our software, services, and partner network. This customer-facing role will focus on enhancing the overall customer experience and building strong internal relationships within Trintech’s teams and with senior leaders.

Primary Responsibilities

• Build and maintain effective relationships with customer executives, including CFO, CTO/CIO, and COO, acting as a thought partner on financial transformation and product strategy.
• Develop and execute strategies to deliver a valuable customer experience, ensuring long-term influence, differentiation, and growth in revenue and retention.
• Leverage industry expertise and business acumen to drive successful customer outcomes and position Trintech as a leader in Financial Corporate Performance (FCPM) software.
• Manage a portfolio of 20-25 enterprise customers, primarily Frontier.

Requirements

• Senior-level experience in customer success, especially with Fortune 100 clients.
• Ability to define, monitor, and communicate success metrics and insights.
• Strong communication skills for engaging with leadership at all levels.
• Excellent deductive reasoning and analytical skills.
• Proficiency with financial technologies and tools.
• Ability to quickly understand and explain complex technological and business concepts.

Education & Experience

• Bachelor's degree in Finance, Accounting, IT, or related field.
• 5-10 years of consulting experience with a focus on customer relationships and outcomes.
• Understanding of B2B SaaS solutions and deployment.
• Proven track record in managing customer relationships and process improvements.
• Strong project management and influencing skills.
• Experience handling high-impact escalations effectively.
• Ability to collaborate across teams and regions.
• Business judgment and influence skills.
• Familiarity with Salesforce.com.

At Trintech, we are committed to fostering a culture based on our core values: Humble, Empowered, Reliable, and Open. We encourage applicants requiring accommodations to contact [e-mail]. All qualified applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We participate in the federal E-Verify program to confirm employment eligibility. This position is preferred DFW with a hybrid schedule Tuesday-Thursday, considering remote candidates outside 40 miles of our HQ. The estimated salary range is $97,500 - $131,600 plus bonus, based on experience and other factors. For more information on employment rights, visit www.e-verify.gov.