Client Success Manager
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Job Description
Client Success Manager at Spiral, building relationships and supporting bank and credit union clients. Focusing on client performance and strategies for retention and growth while working in a remote environment.
Responsibilities:
- Build Client Relationships
- Support and own relationships with a portfolio of clients
- Join and lead client calls
- Help clients feel confident using Spiral, and supported in their day-to-day needs
- Support Client Performance
- Help track and share client performance (adoption, engagement, etc.)
- Assist in preparing reports and insights for client meetings
- Learn how to identify opportunities to improve client results
- Manage Requests & Support
- Respond to client questions and requests in a timely, thoughtful way
- Work with internal teams (product, engineering, implementation) to resolve issues
- Keep track of open items and follow through to completion
- Retain and Expand Existing Client Relationships
- Support client renewal conversations by helping demonstrate the value of Spiral
- Assist in identifying opportunities to expand product usage within existing clients
- Partner with leadership on upsell opportunities and client growth strategies
- Learn how to position product value in client conversations
Requirements:
- 1–3 years of experience in client-facing, customer support, account management, or similar roles
- Strong communication skills and comfort speaking with clients
- Organized and able to manage multiple tasks and priorities
- Curious, proactive, and eager to learn
- Interest in fintech, SaaS, or working with banks/credit unions is a plus
Benefits:
- Fully paid (99%) PPO medical, dental, and vision plans for you, spouse/partner, and children
- Short-term and long-term disability
- Paid time off allowing 20 days leave + two floating holidays
- 401(k) plan
- Remote office benefits
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