About Our Client: Our client is a leading provider of revenue enhancement solutions for banks and credit unions across the U.S. They specialize in helping financial institutions grow and retain their customer base and improve profitability.

Position Overview: Client Success Manager - (Onboarding & Product Support – Overdraft Program) This role sits within our Client Services team and is focused on onboarding new Overdraft clients and providing ongoing support of their program. You will own a portfolio 60-80 Banks and Credit Unions and your mission is to get new clients onboarded and existing clients are getting the most out of their programs. While a working knowledge of the software is important, IT handles the actual implementation and technical issue resolution. The CSM is the main client contact throughout onboarding and post-launch support, helping drive performance of the program and client satisfaction.

Key Responsibilities:
  • Lead onboarding efforts for new clients, ensuring a smooth and professional experience.
  • Serve as the primary point of contact for product support and relationship management.
  • Build strong, long-term client relationships, analyze client data and provide guidance to optimize program success.
  • Monitor performance metrics and recommend adjustments based on best practices.
  • Role sits between operational implementation and account management without sales responsibilities
  • Identify opportunities for product/service expansion and collaborate with Sales to have them present valuable products or negotiate the renewal.
Travel: 10-20% to meet with clients, attend conferences and company meetings

Compensation: Base Salary $80,000–$100,000 with up to 10% Bonus potential

What you bring to the role:

  • 7+ years working in the retail banking world, preferably in deposit operations or retail banking

  • 3+ years in a client-facing role with a banking technology company

  • Deep understanding of banking products, compliance, and the challenges Banks and Credit Unions face

  • Project management ninja skills—you’re organized, reliable, and proactive

  • Strong communication chops—verbal, written, virtual, and everything in between. You think like a consultant and work hard to guide your clients through the best utilization of their programs

  • Tech-savvy mindset and a willingness to learn new tools (bonus points for SmartSheet or CRM experience)

  • Ability to thrive in a fast-paced, remote-first environment

  • Experience managing Rewards Checking or Overdraft Privilege programs

  • Familiarity with general ledger and accounting practices. You love working with numbers

  • A strategic mind that loves diving into data, asking the right questions, and helping client

Function
Client Success / Project Management / Implementations
Location
Remote CT or ET Time Zone