Q2 · 1 day ago
Senior Customer Success Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
$107K/yr - $139K/yr
8+ years expQ2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. They are seeking a Senior Customer Success Manager dedicated to stewarding the success of a portfolio of leading US banks financial institutions leveraging the PrecisionLender platform, responsible for driving measurable business outcomes for clients by helping them unlock the full value of Precision Lender’s solutions.
Financial ServicesFinTech
No H1B
Responsibilities
Build and maintain respectful and collaborative relationships with new and existing clients as assigned, resulting in their retention and expansion
Participate at the final stages of a new client sales process and at defined points during implementation, not as their primary delivery liaison, but to begin building rapport with the client and to learn more about their business and needs
Meet with assigned clients regularly to review their usage statistics and bank performance, determine any needs they may have, and position PrecisionLender/Q2 products and services to resolve/meet them
As fellow members of the account team, partner with PrecisionLender Client Experience Managers to maintain clear communication and a shared plan of client service and success
Manage client renewals for assigned accounts, including using the renewal event to assess client’s current state and determine additional needs that could be addressed by PrecisionLender/Q2
Prepare and escalate pricing recommendations, adjustments, and credits through the defined Delegation of Authority (DOA) process
Develop and negotiate proposals with clients; work with internal counsel to develop and deliver contractual amendments and new contracts
Generate client interest and participation in PrecisionLender/Q2 events (client conference, user groups, client advisory boards, etc.)
Secure client references and approve or decline reference requests from account executives and other relationship managers
Maintain Client detail information in Salesforce (e.g., visit logs, call logs profile updates, client reference status, client retention risk ratings, holiday cards and gifts, etc.)
Coordinate and deliver product demos and product-specific discussions for existing clients
Based on feedback from clients, provide input to Product Team on system enhancements and new releases, including support of projects as needed
Assist clients with documentation for audit requests (i.e. financials, or data from Q2 not posted in the Client portal)
Coordinate, as needed, with vendor partners to address client requests
Participate in cross sell campaigns as assigned
Represent PrecisionLender/Q2 at client events, onsite group sessions, as needed or assigned
Responsible for ensuring that all security, availability, confidentiality, and privacy policies and controls are adhered to
Qualification
Required
Bachelor's Degree and a minimum of 8 years of Business to Business or Business to Consumer relationship management experiences
In depth experience supporting clients
Minimum 4 years' direct experience managing strategic accounts
Banking or banking software experience required
Proven results in cross-sales quota and metrics-driven customer advocacy and satisfaction environment
Proven executive relationship building skills and experience maneuvering within C-level structure of a large account
Articulate, thorough, and process-minded individual
This position requires fluent written and oral communication in English
Applicants must be authorized to work for any employer in the U.S
We are unable to sponsor or take over sponsorship of an employment Visa at this time
Benefits
Hybrid Work Opportunities
Flexible Time Off
Career Development & Mentoring Programs
Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
Community Volunteering & Company Philanthropy Programs
Employee Peer Recognition Programs – “You Earned it”
Company
Q2 is a Financial Services company.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jonathan Price
Chief Financial Officer
Himagiri Mukkamala
Chief Operating Officer
Recent News
2025-11-18
Company data provided by crunchbase