Senior Client Success Manager

September 29, 2024

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Posh Technologies

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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

51 - 200 employees

Founded 2018

🔌 API

🤖 Artificial Intelligence

🏦 Banking

📋 Description

• As a Senior Client Success Manager, your main priority will be to ensure your portfolio of clients are getting the most out of their Posh partnership and will work to continue deepening the partnership with clients over time. • You will join a talented Client Solutions team that includes Client Success Managers, Product Implementation Managers, Technical Support, and Software Engineers that all work together, with you, to partner effectively with our clients to build and customize products that meet client needs. • Acting as a trusted advisor and partner, you will ensure that our clients deploy high-quality, thoughtfully-produced conversational AI to serve the needs of their bank customers and credit union members. • You will share best practices with clients, ensuring continued optimization, resulting in our clients getting the most value out of our products. • Financially, you will ensure that our clients renew their contracts with us and you’ll also qualify, scope, and close cross-sell and upsell opportunities. • Internally, you’ll act as the “Voice of the Client,” ensuring we make informed decisions as to what to build next. • If you enjoy building relationships, acting as a strategic advisor, and digging in to do really impactful work, you will love this job!

🎯 Requirements

• 5+ years of Client Success Experience at a SaaS company, in Fintech, and/or in a financial institution • Excellent communication and interpersonal skills • Has proven strategies for managing difficult situations with clients • Adept at communicating and partnering cross-functionally with Sales, Product & Engineering teams • Previous success upselling and cross-selling • Effectively able to straddle high-level strategic mandates with daily operational tasks • Comfort using data to prove value and derive meaningful insights for clients • Operations guru with experience creating frameworks and playbooks from scratch and creating order from chaos • Ready to roll up your sleeves and get stuff done!

🏖️ Benefits

• Competitive salary and benefits package. • Opportunities for professional growth and development. • A collaborative and innovative work environment. • The chance to make a significant impact in the AI and financial technology space. • This role also receives variable compensation tied to performance metrics.