
Posted 4 days ago
Senior Client Success Manager
TrueMLSr. Client Success Manager
Perks & benefits
Medical InsuranceHealth InsurancePaid Leave
Requirements
SaaS or fintech experience, B2B consultative environment experience, Executive communication skills, Commercial acumen, Project prioritization skills
Skills
SaaSFintechAccount Management
About the role
Responsibilities
- Manage and grow a portfolio of approximately 15 strategic clients, ranging from fintechs to enterprise organizations
- Serve as a trusted advisor by leading Executive Business Reviews and proactively recommending solutions
- Drive commercial success by owning customer retention, expansion strategies, and overall revenue growth
- Build trusted relationships across multiple levels of client organizations to influence strategic direction
- Act as the voice of the customer internally, partnering with Product, Engineering, and Sales to drive platform improvements
- Monitor portfolio health through quantitative and qualitative metrics and build annual account plans
Requirements
- Proven experience managing strategic customer relationships within SaaS, fintech, or financial services
- Experience working in a B2B consultative environment
- Exceptional executive communication skills with the ability to navigate difficult conversations
- Strong commercial acumen and a focus on identifying value-driven expansion opportunities
- Strong project prioritization skills and high attention to detail
Benefits
- Medical, dental, and vision insurance
- Traditional and Roth retirement savings options
- Flexible vacation policy
- Company-paid disability and life insurance
- Family-friendly parental leave, volunteer, and voting time off
- On-demand wellness platform access
- Flexible Spending Account & Limited FSA
About the Company
TrueML is a mission-driven financial software company that aims to create better customer experiences for distressed borrowers. Using machine learning, TrueML engages customers digitally and adjusts strategies in real time to ensure people are not locked out of the financial system.
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TrueML · United States
