Q2 · 3 days ago
Customer Success Manager
United States
Full-time
Remote
Mid, Senior Level
$77K/yr - $104K/yr
5+ years expQ2 is a leading provider of digital banking and lending solutions, dedicated to empowering communities through innovative financial technology. They are seeking a Customer Success Manager to build strong relationships with financial institutions, ensuring their success on the Q2 Digital Banking journey while managing a portfolio of clients.
Financial ServicesFinTech
No H1B
Responsibilities
Build and maintain respectful and collaborative relationships with new and existing Tier I clients, as assigned
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 at least monthly by phone and in person as needed (but at least once per year) 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
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
Responsible for ensuring that all security, availability, confidentiality and privacy policies and controls are adhered to
Qualification
Required
5-7 years of Business to Business or Business to Consumer relationship management experiences
In depth experience supporting Tier 3 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; target $2.5M per year or as assigned
Proven executive relationship building skills and experience maneuvering within C-level structure of a large account
Articulate, thorough, and process-minded individual
Fluent written and oral communication in English
Authorized to work for any employer in the U.S
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