Client Success Manager

Brink's Inc

8d•Remote

About The Position

We are looking for a proactive and relationship-driven Client Success Manager to oversee and nurture partnerships with our banking partners, while driving referral activity and enhancing the client experience. This role plays a key part in the success of our sales organization by supporting client onboarding, maintaining partner engagement, and driving operational excellence in lead management. The ideal candidate is customer-focused, highly organized, and thrives in a fast-paced, virtual environment. If you enjoy building lasting relationships, solving problems, and driving growth through collaboration, this role is for you.

Requirements

Strong communication and interpersonal skills.
Experience working with CRM platforms (Salesforce preferred).
Excellent organizational and time-management abilities.
Confident presenting virtually to partners and clients.
Analytical thinker with a process improvement mindset.
Proactive, detail-oriented, and client-focused.

Nice To Haves

Background in customer success, partnerships, or sales is a plus.

Responsibilities

Conduct monthly check-ins and virtual meetings with banking partners to maintain strong relationships and drive referrals.
Serve as the main point of contact for referred clients to ensure satisfaction and retention.
Guide clients through onboarding, educating them on products and services.
Maintain consistent, transparent communication throughout the sales and onboarding journey.
Address and resolve client issues promptly, escalating when needed.
Build long-term trusted relationship banking partners retail teams and their clients.
Prepare and distribute monthly lead and performance reports; log all partner communications in Salesforce.
Primary point of contact with onboarding- weekly meeting
Collaborate with sales reps to follow up on leads and advance opportunities through the pipeline.
Track and manage lead status in Salesforce; ensure proper attribution to referring partners.
Analyze lead conversion data to identify bottlenecks and recommend improvements.
Optimize communication strategies based on referral performance insights.
Oversee day-to-day partner program operations, including onboarding, referral tracking, and reporting.
Proactively request referrals from satisfied clients and promote the referral bonus program.
Coordinate with regional sales reps to drive engagement and send personalized follow-ups.
Maintain accurate Salesforce records, ensuring timely updates and documentation.