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Customer Success Manager
3 months ago
At Apiture, our mission is to empower financial institutions to know and serve their clients with the care of a traditional community institution at the scale, speed, and efficiency required in today’s digital world. With more than 300 clients throughout the U.S., we deliver comprehensive online and mobile solutions that support banks and credit unions, ranging from community financial institutions to new, innovative direct banks.
Summary:
As a Customer Success Manager at Apiture, you’ll be responsible for managing renewals, cross-sales, escalations, and overall health of the accounts within your portfolio. The CSM is not only the customer’s main point of contact within Apiture, but also a trusted digital banking advisor.
Location (Wilmington, NC, Austin, TX, Remote):
We have offices in Wilmington, NC and Austin, TX and while some positions need to be based out of those offices, we will consider remote candidates based on their time zone.
Responsibilities:
Manage the overall health of accounts within your portfolio by cultivating relationships with key stakeholders, managing customer escalations, and holding regular wellness check-in meetings.
Cross sell new products & services and negotiate renewals with existing customers focusing on banking executives in technology, operations, and business.
Conduct needs analysis and account mapping activities to identify qualified cross-sale opportunities within your portfolio.
Work closely with Support, Implementations, Product, and other teams at Apiture to provide a superior, seamless customer experience.
Maintain and report on sales activities and pipeline through our CRM platform.
Participate in customer on-site meetings, marketing events, and trade shows as required.
Requirements:
Bachelor’s degree or commensurate experience
5+ year’s working for a digital banking or fintech company
5+ year’s experience in Saas or digital banking, account management or customer success roles
Experience managing a portfolio of accounts with a documented record of accomplishment.
Effective communication, presentation, and negotiation skills
Strong account management skills with expertise in building long term relationships.
Ability to work independently in a sales role with the ability to travel.
Detail-oriented and goal driven with the ability to effectively manage multiple projects.
Works collaboratively across cross-functional teams
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