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Customer Success Manager, Banking
5 days agoWhat's your preference?
Job Description
- Req#: 5704690004
Employer Industry: Financial Technology (FinTech)
Why consider this job opportunity:
- Competitive salary with opportunities for bonuses
- High-impact role with the chance to influence customer success and operational strategy
- Opportunity for career advancement and growth within a leading AI customer service solution provider
- Work in a collaborative and innovative environment recognized as a Great Place to Work with high employee satisfaction
- Engage with over 700 financial institutions, making a significant impact on their customer service operations
- Travel opportunities to meet clients and support their operational needs
What to Expect (Job Responsibilities):
- Act as a trusted advisor to client leadership, guiding them on maximizing value from the AI platform
- Translate platform capabilities into tangible improvements for customer experience and operations
- Build strong relationships with key stakeholders across various teams within client organizations
- Oversee the adoption and optimization of the platform, ensuring success in customer journeys
- Lead Executive Business Reviews to demonstrate ROI and improvements in banking KPIs
What is Required (Qualifications):
- 4+ years of professional experience in a Bank or Credit Union, with a focus on Operations, Digital Channels, or Member Experience
- In-depth understanding of financial institution operational and regulatory challenges
- Proven experience in project management and implementing technology solutions
- Ability to collaborate with cross-functional teams to drive large-scale projects
- Bachelor's degree required; MBA preferred
How to Stand Out (Preferred Qualifications):
- Familiarity with digital banking platforms or contact center software (AI, chatbots, omnichannel solutions)
- Experience acting as a technology owner or vendor manager for critical technology implementations
- Demonstrated problem-solving skills with practical solutions for business challenges
#FinancialTechnology #CustomerSuccess #AI #CareerGrowth #BankingIndustry #B2BSaaS
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