Senior Customer Success Manager

Q2

Confirmed live yesterday High trust

Quick summary

Work type
On-site
Location
Austin, TXLincoln, NEDes Moines, IACharlotte, NCCary, NC
Posted
28 days ago
Freshness
Confirmed live yesterday

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Salary context

How this pay compares to similar roles

Similar $189k
$136k most similar roles pay here $239k

This listing doesn't post a salary. Most similar roles pay $160,775–$216,362.

Based on 240 similar postings.

Employer

About Q2

Q2 Holdings is a cloud-based banking software company providing digital banking solutions to banks, credit unions, and alternative financial companies, including consumer and business banking platforms. Industry: Financial Technology & Digital Banking

Q2 currently has 31 open roles on FindRole.

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At a glance

TL;DR · Senior Customer Success Manager

Senior Customer Success Manager The Senior Customer Success Manager joins a team dedicated to stewarding a portfolio of leading US banks and financial institutions utilizing the PrecisionLender platform. In this role, you will serve as a trusted advisor to help clients unlock the full value of relationship profitability and pricing solutions. Your daily responsibilities include building multi-level relationships, conducting regular performance reviews, managing contract renewals, and negotiating proposals with internal counsel. You will also provide input on product enhancements, coordinate demos, and manage client data within Salesforce. The ideal candidate possesses a bachelor's degree and at least eight years of experience in business or consumer relationship management, specifically within the banking or banking software sector. You must demonstrate expertise in executive relationship building, cross-selling metrics, and navigating complex commercial banking environments to drive measurable outcomes for your clients.

What you'll do

  • Manage a portfolio of bank clients to drive measurable business outcomes and ensure long-term retention.
  • Build multi-level relationships with clients to understand their goals and align them with Q2 solutions.
  • Review client usage statistics and performance regularly to identify needs and position relevant products.
  • Manage the contract renewal process by assessing current states and identifying opportunities for expansion.
  • Develop, negotiate, and deliver proposals and contractual amendments in coordination with internal counsel.
  • Provide product demonstrations and lead specific discussions regarding platform features for existing clients.
  • Maintain accurate client records, including visit logs and risk ratings, within Salesforce.
  • Advocate for system enhancements by providing feedback to the Product Team based on client input.

What we're looking for

  • Minimum of 8 years of Business to Business or Business to Consumer relationship management experience.
  • Bachelor's degree required.
  • Banking or banking software experience is required.
  • Proven executive relationship building skills and experience maneuvering within C-level structures of large accounts.
  • Proven results in cross-sales quota and metrics-driven customer advocacy and satisfaction environments.
  • Must be fluent in written and oral English.
  • Authorization to work for any employer in the U.S. is required.
  • At least 4 years of direct experience managing strategic accounts (preferred).

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