City National Bank ยท 1 month ago
Client Success Senior Manager
Los Angeles, CA
Full-time
Onsite
Senior Level
$37.96/hr - $60.64/hr
6+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focusing on providing exceptional client relationships. The Client Success Senior Manager is responsible for maintaining client relationships post-sale, ensuring clients achieve full operational value from SaaS products through consultation, training, and issue resolution.
BankingFinanceFinancial Services
Responsibilities
Independent management of the client relationship after the sale to support client success within our SaaS products and services
Active ownership of the CSAT process and implementation of refinements as needed. As the organization grows ensure the CSAT process monitors relevant information and that it also matures in terms of measuring the success of both our offerings and the clients' needs
Evaluate client business activities and map them to equivalent processes in our SaaS product(s)
Design of the clients' financial statements and general ledger chart of accounts
Consultation on data migration from other accounting software or legacy systems to our products
If using our legacy-to-AgilLink conversion process for adoption, assist with data cleanup in preparation for migration
Development and delivery of education plans regarding the SaaS Accounting Software
Conduct classes, seminars and other learning as required by the client education plan
Act as client advocate to identify points of failure, defects or other issues and proactively manage, follow-up and facilitate remediation
Provide data as needed to calculate Client Success Score. Monitor, manage and drive activities to support increases in the CSAT score
Collaborate with other departments as needed to service client needs or act as SME
Qualification
Required
Minimum of 6 years onboarding in a SaaS technology environment
Minimum of 6 years providing direct client services
Preferred
Bachelors degree preferred -in Technology, Communication, Business, Accounting, Education, or relevant area
Intermediate Financial Accounting vocabulary including cash and accrual basics, Balance Sheet, Income Statement, Trial Balance, Bill Payment, Deposits, Bank Reconciliations, General Ledgers, Payroll Imports and Financial investments
Demonstrated past success in managing large, multi-office onboarding/implementation of multi-faceted project
Advanced critical thinking and problem solving regarding business processes and workflow as well as technical/software defect identification
Ability to organize, prioritize, work independently and adjust to flexible schedules as dictated by client needs
Significant experience in developing and delivering impactful presentations to groups, small to large
Benefits
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-18
Venture Capital Firms
2025-11-08
Company data provided by crunchbase