Associate Client Success Manager

Alkami is a leading cloud-based digital banking solutions provider for financial institutions in the United States that helps clients to transform through retail and business banking, digital account opening and loan origination, payment fraud prevention, and data analytics and engagement solutions. Alkami’s Mobile App Platform has been certified by J.D. Power for providing clients with “An Outstanding Mobile Banking Platform Experience.”

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). Through our bold investments in technology and people, we empower our clients to grow confidently, adapt quickly, and build thriving digital banking communities through tailored experiences for over 19.5M users.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

Follow us on Glassdoor and Linkedin!

The Associate Client Success Manager is an entry level client management role that serves as the primary point of contact for a portfolio of Financial Institutions and is responsible for managing and growing accounts while balancing multiple priorities. Reporting to the Manager of Client Success- Data & Marketing, an ideal candidate is energized by new technology, extremely organized, detail-oriented multi-tasker with strong communication skills to keep clients tasks on track.

The Associate Client Success Manager plays a key role in growing and maintaining client relationships in the Data & Marketing pillar of Alkami. This role is responsible for assisting with client onboarding, identifying growth opportunities, and acting as a liaison between clients and internal teams to ensure seamless communication and execution of the Customer Insights & Marketing Automation (CI & MA) solution, Data & Marketing pillar.

Essential Duties & Responsibilities

• Support the management of D&M client relationships, ensuring customer satisfaction, growth, retention and overall value of the Customer Insights & Marketing Automation solution. 

• Assist with the new customer onboarding process, ensuring clients are properly set up and fully utilizing Alkami’s Customer Insights & Marketing Automation (CI & MA) solution.

• Ability to handle multiple tasks in a fast-paced environment with a high level of service orientation.

• Act as the main point of contact between portfolio of clients and internal teams for tasks status and updates to keep clients on track.

• Proactively identify opportunities and areas of improvement collaboratively with Client Success Managers to deliver a superior client experience

• Demonstrate a willingness to learn and work as part of a team and contribute to “get the job done and do it right”  mindset in a rapidly evolving environment

• Collaborate with cross-functional teams to align client needs with internal resources and capabilities.

• Coordinate client requests with operational and technical teams, ensuring project requirements are clearly communicated and executed to meet client expectations.

• Help manage and resolve client inquiries and escalations, ensuring prompt and effective solutions.

Required

• Proven ability to stay organized, manage projects, and work independently with minimal supervision.

• Ability to manage a high volume of requests from clients of varying sizes, each with different needs and timelines, while effectively managing expectations.

• Excellent written and verbal communication skills.

• Outstanding organizational & multi-tasking skills.

• Responsible self-starter with a sense of urgency balanced by attention to detail.

• Comfortable with change in a fast-paced environment.

Preferred

• Advanced proficiency with Google Workspace (Gmail, Google Calendar, Drive, Docs, Sheets, Slides, Forms, etc.) and Slack 

• Experi