Senior Client Success Manager, Data & Marketing
Job Description:
- Act as the primary consultative partner for an assigned, complex book of business, aligning the Data & Marketing solution to client business objectives
- Lead strategy and planning discussions with day-to-day and senior stakeholders
- Recommend data-driven marketing strategies, campaigns, and best practices
- Monitor client sentiment and advocacy, proactively addressing concerns
- Analyze client usage and campaign results to connect platform activity to growth, engagement, and ROI
- Build and deliver Executive/Strategic Business Reviews for targeted portfolio segments
- Lead client success initiatives that support satisfaction, engagement, retention, and upsell opportunities
- Develop and maintain relationships with operational contacts and executive influencers
- Cultivate internal client champions who advocate for Alkami Data and Marketing
- Coordinate account engagement across Product, Marketing, Implementation, and Support
- Execute renewal playbooks and processes to support retention targets
- Maintain client data, activities, and health indicators in Gainsight, Salesforce, and Jira
- Follow standardized cadences for touchpoints, EBRs, and internal reviews
- Develop success plans defining client objectives and tracking progress
- Advocate for client needs and escalate critical issues internally
- Document best practices, playbooks, and repeatable approaches for Client Success
- Travel up to 25% as needed to meet client and business requirements
Requirements:
- Experience serving as a primary consultative partner for B2B clients, ideally in SaaS, martech, adtech, or data-driven marketing
- 5–7+ years of relevant experience in Client Success, Account Management, Marketing Strategy, or related client-facing roles
- Ability to leverage data and insights to inform marketing strategies, campaigns, and optimization recommendations
- Success independently managing a diverse client portfolio across varied sizes, complexities, and lifecycle stages
- Relationship-building skills with operational contacts and executive stakeholders
- Ability to lead client presentations and Executive/Strategic Business Reviews
- Excellent verbal, written, and presentation communication skills
- Ability to distill complex data into clear, business-ready narratives
- High degree of organization, ownership, and follow-through
- Proficiency with Customer Success and CRM tools, including Gainsight and Salesforce
- Proficiency with collaboration systems, including Google Workspace, Jira, Confluence, and Slack
- Ability to ramp up quickly in a fast-paced, constantly evolving environment
- Solid understanding of digital marketing tactics, including email, programmatic, targeting, and segmentation
- Knowledge of technical products, data insights, and performance metrics
- Preferred: experience with financial institutions or digital banking/fintech
- Preferred: familiarity with data-driven marketing platforms, campaign management tools, or customer intelligence solutions
- Preferred: exposure to programmatic digital advertising, personalization, or predictive analytics
- Preferred: familiarity with financial technology
- Willingness to travel up to 25%
- Must be eligible to work in the US for full-time employment; employment sponsorship is unavailable
Benefits:
- Remote-first environment
- Unlimited paid time off
- 401(k) with employer match
- Diverse and inclusive environment
- FUN culture