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Client Relationship Manager

2 months ago

Cary, North Carolina, United States Q2 Full time
About Us

At Q2, we are dedicated to empowering communities by enhancing their financial institutions. Our innovative mobile banking platform serves over 22 million users across a diverse range of financial institutions and fintech clients worldwide.

Our Mission
We strive to build robust, diverse communities by investing in the financial institutions that serve them. Our commitment to our employees is as strong as our dedication to our mission.

Why Q2 Stands Out
We celebrate our team members through various initiatives, including recognition awards and employee appreciation events. We prioritize the professional growth of our staff through continuous learning, mentorship, and leadership development opportunities. We believe that fostering a fun and collaborative environment is essential for building trust and teamwork, exemplified by our community events.

Position Overview
Q2 is in search of a Client Relationship Manager to cultivate and sustain relationships with both new and existing clients throughout their journey with Q2. You will leverage strong, multi-tiered relationships with clients and internal stakeholders to gain a comprehensive understanding of their business objectives and align Q2's innovative solutions to meet those goals.

Key Responsibilities
  1. Establish and nurture respectful and collaborative relationships with assigned clients.
  2. Engage in the onboarding process for new clients to build rapport and understand their unique needs.
  3. Conduct regular meetings with clients to review their banking metrics, objectives, and any challenges they may face.
  4. Analyze client requirements and position Q2's offerings to address their needs effectively.
  5. Ensure efficient resolution of client issues by coordinating with relevant Q2 departments.
  6. Manage contract renewals for assigned accounts.
  7. Collaborate with vendor partners to fulfill client requests as necessary.
  8. Identify opportunities for cross-selling additional Q2 features to existing clients.
  9. Participate in cross-sell initiatives as directed by management.
  10. Represent Q2 at client events and user group sessions as required.
  11. Provide feedback to Product Management regarding enhancements and new releases.
  12. Offer training and demonstration support for existing clients as needed.
  13. Ensure compliance with all security, confidentiality, and privacy policies.

Qualifications
Typically requires a Bachelor's degree and a minimum of 5 years of relevant experience, or an advanced degree with 3+ years of experience, or equivalent work experience. Candidates should possess:
  • Extensive experience in client support.
  • A minimum of 4 years managing strategic accounts is preferred.
  • Experience in banking or banking software.
  • Demonstrated success in achieving cross-sales targets and fostering customer satisfaction.
  • Strong relationship-building skills, particularly with C-level executives.
  • Excellent communication and process-oriented mindset.

Benefits
Q2 offers a range of benefits, including:
  • Hybrid and remote work options.
  • Flexible time off policies.
  • Career development and mentoring programs.
  • Generous retirement plans with company matching.
  • Comprehensive health and wellness benefits, including parental leave.
  • Opportunities for community volunteering and philanthropy.
  • Employee recognition programs.

Community Engagement
Q2 is committed to giving back to the community through various initiatives, supporting organizations that promote diversity and leadership in technology. We aim to foster an inclusive workforce that respects and values all individuals.