Client Success Manager II, Data & Marketing
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Job Description
Client Success Manager guiding financial institutions using Alkami’s data and marketing platform. Driving adoption, ROI, retention, and expansion through strategic client partnerships.
Responsibilities:
- Act as the primary consultative partner for an assigned, complex book of business, aligning the Data & Marketing solution to client business objectives
- Lead regular strategy and planning discussions with day-to-day and senior stakeholders
- Provide recommendations on data-driven marketing strategies, campaigns, and best practices
- Maintain client sentiment and advocacy, proactively addressing concerns and reinforcing value
- Analyze client usage and campaign results to connect platform activity to growth, engagement, and ROI
- Build and deliver Quarterly Business Reviews (QBRs)
- Lead client success initiatives that drive satisfaction, engagement, retention, and upsell opportunities
- Develop and maintain multi-threaded relationships with operational contacts and executive influencers
- Cultivate client-side champions who advocate for Alkami Data and Marketing and support adoption and expansion
- Coordinate account engagement across Product, Marketing, Implementation, and Support
- Execute renewal playbooks and processes to support retention targets
- Maintain accurate client data, activities, and health indicators in Gainsight, Salesforce, and Jira
- Follow standardized cadences for touchpoints, QBRs, 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
Requirements:
- 3–5+ years of relevant experience in Client Success, Account Management, Marketing Strategy, or related client-facing roles
- Proven track record managing a complex book of business independently
- Experience providing strategic, data-driven consultation and driving measurable outcomes and client satisfaction
- Bachelor’s degree in Business, Marketing, Data/Analytics, Communications, or related field
- Experience serving as a primary consultative partner for B2B clients, ideally in SaaS, martech, adtech, or data-driven marketing
- Ability to leverage data and insights to inform marketing strategies, campaigns, and optimization recommendations
- Ability to independently manage a diverse client portfolio and prioritize time across varied sizes, complexities, and lifecycle stages
- Strong relationship-building skills with operational contacts and stakeholders
- Ability to lead client presentations and QBRs
- 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 in a fast-paced, remote environment
- Proficiency with Gainsight, Salesforce, Google Workspace, Jira, Confluence, and Slack
- Ability to ramp up quickly in a constantly evolving environment
- Understanding of digital marketing tactics including email, programmatic, targeting, segmentation, and performance metrics
- Technical product and data insights
- 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
- Must be eligible to work in the US for full-time employment
- Must be willing to travel up to 25% as needed
Benefits:
- Remote-first environment
- Unlimited paid time off
- 401(k) with employer match
- Diverse and inclusive environment
- FUN culture
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