Posh Technologies
Posh Technologies is a company that develops AI-powered solutions for financial institutions, such as banks and credit unions. Their products include voice assistants, digital assistants, and knowledge assistants that enhance customer service by automating tasks like answering FAQs, routing calls, and providing instant information to customers and employees. Posh focuses on delivering human-like AI experiences that improve customer engagement and satisfaction while maintaining high standards of security, privacy, and compliance. Their platform, specifically designed for the banking industry, integrates seamlessly with existing systems and aims to streamline operations and reduce costs by enabling 24/7 self-service capabilities.
artificial intelligence • machine learning • natural language processing • emerging technologies • chatbots
Client Success Team Manager
April 2
Posh Technologies
Posh Technologies is a company that develops AI-powered solutions for financial institutions, such as banks and credit unions. Their products include voice assistants, digital assistants, and knowledge assistants that enhance customer service by automating tasks like answering FAQs, routing calls, and providing instant information to customers and employees. Posh focuses on delivering human-like AI experiences that improve customer engagement and satisfaction while maintaining high standards of security, privacy, and compliance. Their platform, specifically designed for the banking industry, integrates seamlessly with existing systems and aims to streamline operations and reduce costs by enabling 24/7 self-service capabilities.
artificial intelligence • machine learning • natural language processing • emerging technologies • chatbots
📋 Description
• The Client Success Team Manager plays a critical leadership role in ensuring clients achieve long-term success with our AI-driven solutions. • This role focuses on driving client health, renewals, AI adoption, and strategic expansion, while ensuring operational excellence through KPI tracking, CRM hygiene, and seamless client onboarding. • This leader will manage a team of Client Success Managers (CSMs), equipping them to consult clients on AI roadmaps, identify growth opportunities, and advocate for their evolving needs. • The Client Success Team Manager will also collaborate closely with Sales, Product, and Implementation teams to ensure a smooth transition from sale to onboarding and ongoing client engagement.
🎯 Requirements
• 5+ years in Client Success, Account Management, or Consulting, preferably in AI, SaaS, or FinTech. • Proven ability to drive KPIs, retention, and client expansion metrics. • Strong expertise in AI-powered solutions, consulting clients on implementation and optimization. • Experience coaching teams on client engagement, AI roadmapping, and strategic expansion. • Ability to identify growth opportunities and collaborate with sales teams on expansion efforts. • CRM (Salesforce) proficiency, ensuring accuracy, data integrity, and pipeline tracking. • Passion for client advocacy, ensuring customer feedback drives product innovation.
🏖️ Benefits
• Competitive salary and equity • Interesting and challenging work, bleeding-edge AI technologies and methods • Hybrid work - remote and on-site co-working space in Downtown Boston • Paid lunch at Boston HQ on Wednesdays • Work-life balance • Health, dental, and vision insurance • Team on-sites and off-sites • Unlimited PTO • Paid parental leave • Dedicated professional growth and development - personal budget and paid personal development days • The opportunity to fundamentally change how FIs operate
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