Client Success Advisor

2 weeks ago


Little Ferry, New Jersey, United States Codat Full time
Compensation: $80,000-$110,000 base - $110,000-$137,000 OTE

About Codat:
Codat is dedicated to enhancing the connections between banks and their business clientele. We provide innovative solutions that facilitate the access, synchronization, and interpretation of data from clients' financial software tailored for various applications, including onboarding suppliers to commercial card programs and underwriting business loans.

Our Impact:
Utilized by some of the largest financial institutions globally, Codat empowers banks to increase their market share, minimize customer attrition, and scale their operations effectively. Our esteemed investors include notable names such as JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.

Team Structure:
Our go-to-market teams operate within a collaborative framework, organized into 'pods' that concentrate on specific client segments and opportunities. This position is part of our banking pod, focusing on nurturing relationships with major banks across the United States.

Role Overview:
We are seeking an individual capable of addressing the intricate needs of our banking clients, who often involve multiple stakeholders. This role demands a personalized approach to promote usage and deliver technical and product expertise throughout the post-sales journey.

Key Responsibilities:
1. Establish and maintain strong relationships with key stakeholders within client organizations.
2. Manage large accounts effectively to ensure successful relationships that support renewals, upsells, and cross-sells.
3. Collaborate closely with the Implementations Specialist to ensure a seamless transition from contract signing to implementation.
4. Post-implementation, focus on customer success and satisfaction with the Codat solution, engaging both new and existing users.
5. Provide training and increase product adoption through awareness and expansion opportunities.
6. Advocate for product enhancements and serve as a liaison between clients and our product, engineering, and sales teams, maintaining regular communication with stakeholders.

Qualifications:
- Proven ability to cultivate strong relationships with significant stakeholders.
- Extensive experience in managing large accounts within the banking or financial services sector.
- Strong collaborative skills and a product-oriented mindset, with a focus on continuous improvement.
- Familiarity with APIs or experience in SaaS technology within the banking, fintech, or payments industry is advantageous.


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