Sr. Client Success Manager

TrueML

11d•$75,000 - $100,000•Remote

About The Position

As a Client Success Manager at TrueML Products, you will act as a strategic business partner and the "CEO" of a portfolio of approximately 15 strategic clients. We are hiring for this role to move beyond basic account maintenance and focus on driving long-term partnerships, customer retention, and mutual growth. Your critical goals will be to understand your clients' unique businesses deeply, deliver measurable outcomes, and uncover expansion opportunities within your portfolio.

Requirements

Proven experience managing strategic customer relationships within SaaS, fintech, financial services, or a similar consultative B2B environment.
Naturally think like a consultant, asking thoughtful questions to uncover underlying business challenges and priorities.
Strong executive communication skills and can confidently navigate difficult conversations with empathy and professionalism.
Strong commercial acumen and genuinely enjoy identifying opportunities that create value for both the customer and the business.
Can independently prioritize multiple complex projects while maintaining a sharp attention to detail.
Take internal ownership of outcomes without waiting to be asked and thrive in a collaborative, team-oriented culture.
Maintaining a reliable internet connection and a professional work environment is expected.
The ability to protect confidential company, employee, customer, and business information while working outside of a company office is also required.

Responsibilities

Manage and grow a portfolio of roughly 15 strategic clients ranging from fintechs to enterprise organizations.
Serve as a trusted advisor by leading Executive Business Reviews and proactively recommending solutions that anticipate client needs.
Drive the commercial success of your portfolio by owning customer retention, expansion strategies, and overall revenue growth.
Develop deep industry knowledge in areas like fintech lending, consumer engagement, and AI-enabled workflows to challenge assumptions and introduce new ideas.
Build trusted relationships across multiple levels of client organizations to confidently facilitate executive conversations and influence strategic direction.
Act as the voice of the customer internally, partnering with Product, Engineering, and Sales to remove roadblocks and drive continuous platform improvement.
Monitor portfolio health through quantitative and qualitative metrics, building annual account plans to mitigate risks early.