Associate Client Success Manager, Data & Marketing

Alkami Technology is the digital sales and service platform provider for U.S. banks and credit unions, recognized for its intentional culture and tremendous growth. The Associate Client Success Manager role focuses on managing and growing client relationships within the Data & Marketing pillar, ensuring seamless communication and execution of the Customer Insights & Marketing Automation solution.

Responsibilities:

• Support the management of D&M client relationships, either through an assigned book of business or in a pooled/support model, ensuring customer satisfaction, growth, retention, and overall value of the Customer Insights & Marketing Automation solution
• Supporting clients to ensure they are properly set up and fully utilizing Alkami’s Customer Insights & Marketing Automation (CI & MA) solution
• Ability to handle multiple tasks in a fast-paced environment with a high level of service and support orientation
• Act as the main point of contact between the client portfolio and internal teams, providing task status updates to keep clients on track
• Proactively identify opportunities and areas of improvement collaboratively with Client Success Managers to deliver a superior client experience
• Demonstrate a willingness to learn and work as part of a team, and contribute to a “get the job done and do it right” mindset in a rapidly evolving environment
• Collaborate with cross-functional teams to align client needs with internal resources and capabilities
• Coordinate client requests with operational and technical teams, ensuring project requirements are clearly communicated and executed to meet client expectations
• Help manage and resolve client inquiries and escalations, ensuring prompt and effective solutions

Requirements:

• Proven ability to stay organized, manage projects, and work independently with minimal supervision
• Ability to manage a high volume of requests from clients of varying sizes, each with different needs and timelines, while effectively managing expectations
• Excellent written and verbal communication skills
• Outstanding organizational & multi-tasking skills
• Responsible self-starter with a sense of urgency balanced by attention to detail
• Comfortable with change in a fast-paced environment
• 2-3 years of experience in a client-facing role, or prior work experience in a similar position
• Bachelor's degree in Business Administration, Marketing, Information Systems, or equivalent will be given preference
• Experience working with a SAAS platform is preferred
• Advanced proficiency with Google Workspace (Gmail, Google Calendar, Drive, Docs, Sheets, Slides, Forms, etc.) and Slack
• Experience working with Jira and Confluence, or similar ticketing systems
• Familiarity with CRM tools (Gainsight, Salesforce) including regular usage and updates
• Previous experience in a related position
• Knowledge of financial technology, marketing and data driven strategies
• Understanding of Customer Success principles and methodologies