Position Details

Salary $61K – $106K USD / year

Type Full-Time

Experience mid

Exp. Years 3

Education Not specified

Category Sales & Business Development

About this role

Proactive Client Success Manager to oversee partnerships with banking clients, drive referrals, support onboarding, and manage ongoing engagement and lead management in a remote setting.

Key Responsibilities

Client relationship management
Onboarding and guiding clients through products
Log communications in Salesforce and deliver monthly reports
Collaborate with sales to follow up on leads
Manage pipeline and attribution

Technical Overview

CRM and Salesforce-based client success tools; onboarding processes; reporting and analytics; remote collaboration; logging partner communications in Salesforce.

Ideal Candidate

The ideal candidate is a relationship-driven client success manager with experience onboarding and managing referrals for banking partners, proficient in Salesforce and CRM, and skilled in pipeline and reporting.

Must-Have Skills

CRM platforms experience (Salesforce preferred)Strong communication and interpersonal skillsExperience with CRM platforms (Salesforce preferred)

Nice-to-Have Skills

Onboarding experienceExperience with partner onboardingLead tracking in SalesforceAnalytical mindsetProactive referral generation

Tools & Platforms

Salesforce

Required Skills

Client relationship managementonboardinglead managementSalesforceCRMbanking partnersreferralsmonthly lead and performance reportslog communications in Salesforceonboarding weekly meetingpipeline managementlead attributionanalyticsproactive referralspartner engagement

Hard Skills

Soft Skills

communicationorganizational skillstime-managementproblem-solvingrelationship-buildingdata-driven

Industry & Role

Industry Finance & Banking

Job Function Oversee onboarding and ongoing client success for banking partners to drive referrals and satisfaction in a remote environment.

Role Subtype Client Success Manager

Tech Domains Salesforce

Keywords for Your Resume

client success managerremotebanking partnersonboardingreferralspartner engagementsalesforceCRMlead managementmonthly lead and performance reportslog partner communicationsonboarding weekly meetingpipeline managementlead attributionanalyticsbusiness relationshipscustomer satisfactionretentioncross-functional collaborationmonthly reports

Deal Breakers

No Salesforce/CRM experience, Unfamiliar with onboarding or lead management, Inadequate communication skills

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