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Q2 · 2 weeks ago

Associate Customer Success Manager

Austin, TX

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Q2 is a leading provider of digital banking and lending solutions, dedicated to building strong communities through innovative financial technology. They are seeking a highly motivated Associate Customer Success Manager to manage relationships with Non-Bank Lenders, ensuring their success by analyzing needs and positioning Q2's products effectively.

Financial ServicesFinTech

No H1B

Responsibilities

Participate in the implementations process for new clients as assigned, not as the primary liaison, but to begin building rapport with the client and learn their specific needs

Meet with assigned clients monthly or quarterly as needed by phone and in person as needed to review their online banking statistics, goals and future plans along with any specific issues they are having

Analyze customer problems, needs and requirements, and then position Q2 products and services to resolve/meet them

Ensure that customer’s issues are dealt with efficiently by the other areas of Q2, as needed and inform Management of significant issues

Provide contract renewal management for assigned accounts

Coordinate, as needed, with vendor partners to address client requests

Responsible for ensuring that all security, availability, confidentiality and privacy policies and controls are adhered to

Identify opportunities and cross-sell additional features of Q2 to existing clients

Participate in cross-sell campaigns as identified by the Director of Relationship Management

Represent Q2 at customer events and Client User group sessions, as needed or assigned

Provide input to Product Management on enhancements and new releases, including support of commercialization projects as needed

Provide demo and training support and/or scheduling for existing clients as needed

Qualification

Customer relationship managementCross-sellingBanking software experienceMetrics-driven advocacyMicrosoft Office ToolsProcess-mindedFluent in EnglishGeneral relationship building

Required

Typically requires a Bachelor's degree or equivalent experience and may require up to 2 years of related experience; or an advanced degree without experience

Proven results in cross-sales quota and metrics-driven customer advocacy and satisfaction environment

General relationship building skills and ability to maneuver within FI management structure to engage at the Executive level

Articulate, thorough, and process-minded individual

Familiar with Microsoft Office Tools

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