Client Success Manager
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Job Description
Client Success Manager nurturing banking partnerships and enhancing client experience at Brink's. Drive referrals and support client onboarding in a remote work environment.
Responsibilities:
- Conduct monthly check-ins and virtual meetings with banking partners to maintain strong relationships and drive referrals.
- Serve as the main point of contact for referred clients to ensure satisfaction and retention.
- Guide clients through onboarding, educating them on products and services.
- Maintain consistent, transparent communication throughout the sales and onboarding journey.
- Address and resolve client issues promptly, escalating when needed.
- Build long-term trusted relationship banking partners retail teams and their clients.
- Prepare and distribute monthly lead and performance reports; log all partner communications in Salesforce.
- Collaborate with sales reps to follow up on leads and advance opportunities through the pipeline.
- Track and manage lead status in Salesforce; ensure proper attribution to referring partners.
- Oversee day-to-day partner program operations, including onboarding, referral tracking, and reporting.
Requirements:
- Experience working with CRM platforms (Salesforce preferred)
- Strong communication and interpersonal skills
- Excellent organizational and time-management abilities
- Confident presenting virtually to partners and clients
- Background in customer success, partnerships, or sales is a plus
- Analytical thinker with a process improvement mindset
- Proactive, detail-oriented, and client-focused
Benefits:
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Sales Incentive Plan (Commission)
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