The Client Success Manager will oversee critical customer accounts, driving strategic initiatives and leading high-impact projects to ensure client satisfaction and retention. This role involves delivering product demos, proposing transformative payment solutions, and collaborating with internal teams to align client needs with business objectives.
Develop and execute integrated demand generation campaigns for the Financial Institutions and Lending vertical to drive sales meetings and qualified opportunities. Manage end-to-end campaign lifecycles, including strategy, channel planning, budget allocation, and performance analysis in collaboration with Sales and Product Marketing teams.
Lead complex, cross-functional programs from inception through launch while managing portfolio-level roadmaps and priorities. Drive change management and scale TPM best practices across engineering, product, and business teams to ensure delivery excellence.
Define the long-term strategy and roadmap for data as a reusable platform capability to power products, analytics, and AI. Lead the development of customer-facing insights and analytical AI capabilities to drive business growth and differentiation.
Lead the architecture and delivery of AI and data products to transition the company toward a product-centric data operating model. Oversee high-performing engineering teams to build scalable data pipelines and AI-ready architectures for fintech payment processing.
The role focuses on optimizing business processes by identifying friction and building technical automations and integrations. Responsibilities include configuring SaaS platforms like Salesforce and Jira and supporting quote-to-cash initiatives to scale the business.
Drive net-new business by targeting banks and credit unions with assets under $30B to implement modern payment experiences. Manage the full sales cycle from high-volume outreach and demos to contract negotiation and closing.
