Client Success Manager II, Data & Marketing

Alkami Technology is a digital sales and service platform provider for U.S. banks and credit unions. The Client Success Manager II focuses on helping clients successfully onboard to the Segmint Data & Marketing platform, ensuring they achieve maximum value through tailored training and support during the early stages of their client lifecycle.

Responsibilities:

• Serve as the primary Client Success point of contact for new Segmint Data & Marketing clients from kickoff through go-live and early adoption, including ownership of a secondary book of business demonstrating overall solution value ROI
• Partner closely with Implementation, Data Integration, and other internal teams to coordinate client success deliverables
• Lead or co-lead client kickoff and discovery sessions to clarify objectives, use cases, marketing programs, and success criteria
• Track and communicate status, risks, and next steps with both clients and internal partners to keep onboarding and client adoption on schedule
• Validate that key elements of the client environment (data feeds, configurations, user access, initial campaigns, etc.) are in place prior to training and go-live
• Collaborate with Implementation and technical teams to confirm readiness for production launch and mitigate risks before go-live
• Develop and deliver structured training sessions for client stakeholders (admins, marketers, analysts, day-to-day users) tailored to their use cases including how-to guides and best-practices checklists
• Host office hours, Q&A sessions, and working sessions to reinforce learning, answer questions, and demonstrate practical workflows in the platform
• Assess client checkpoints using the data and marketing platform to drive self-sufficiency and reduce reliance on ad hoc help
• Monitor product engagement and early health metrics for new clients, using data to identify adoption gaps, risks, and 'quick win' opportunities
• Guide clients through initial campaign setup and activation, ensuring efforts align with their marketing strategies and measurable goals
• Conduct early-stage check-ins that connect platform usage to emerging value, reinforcing ROI and next-step priorities
• Prepare a concise but complete transition package for the long-term Strategic/Senior CSM (e.g., key contacts, objectives, current campaigns, strategy, risks, and 'path to green' actions)
• Lead or participate in a formal handoff meeting that includes the client and the receiving CSM, clearly explaining roles, expectations, and upcoming milestones
• Maintain accurate, up-to-date records of onboarding history, decisions, and success plans in Customer Success tools (e.g., Gainsight, Salesforce, Jira)
• Contribute feedback and insights to refine onboarding playbooks, templates, and standard operating procedures for the Data & Marketing solution including collaboration with internal teams to improve the end-to-end onboarding and adoption experience
• Participate in internal initiatives that increase scalability, reduce time-to-value, and strengthen the overall Client Success motion
• Be willing to travel up to 25% as needed to meet client and business requirements

Requirements:

• 3–5+ years of relevant experience in Client Success, Account Management, Marketing Strategy, Implementation, or related client-facing roles
• Experience managing multiple projects or clients simultaneously in a SaaS, martech, adtech, or data-driven marketing environment
• Bachelor's degree in Business, Marketing, Communications, Data/Analytics, or related field
• Experience working directly with B2B clients in a consultative, relationship-oriented role
• Familiarity with digital marketing tactics (e.g., email, programmatic, targeting, segmentation) and how data informs campaign strategy and measurement
• Demonstrated ability to explain technical or data-driven concepts in clear, business-friendly language to non-technical stakeholders
• Proven success in managing concurrent projects, deadlines, and stakeholders with a high degree of organization and follow-through
• Strong communication and presentation skills, including comfort leading client meetings, training sessions, and onboarding workshops
• Proficiency using Customer Success and collaboration tools (e.g., Gainsight, Salesforce, Google Workspace, Jira, Confluence, Slack)
• Ability to ramp up quickly and perform in a fast-paced, evolving environment while maintaining a high level of client service
• Experience with financial institutions, digital banking, or fintech solutions
• Hands-on exposure to data-driven marketing platforms, marketing automation tools, or customer intelligence solutions
• Familiarity with financial technology