Client Success Manager

TrueML

16d•$80,000 - $105,000•Remote

About The Position

As a Senior Client Success Manager, you will serve as the strategic and commercial owner of a portfolio of ~15 enterprise clients across fintech and major financial institutions. Joining as a high-impact individual contributor, your critical goal is to protect and expand client account value by driving product adoption, managing renewals, converting pilots into long-term partnerships, and delivering durable revenue growth for TrueML.

Requirements

5+ years of enterprise client success or account management experience within SaaS, fintech, financial services, payments, or debt collections.
Strong grasp of recurring revenue models and proven success managing retention, expansion revenue, GRR, NRR, and pilot conversions.
Ability to interpret complex performance data, build value-driven recommendations, and lead discussions with both technical operators and C-suite executives.
Excel at orchestrating internal teams to deliver on client commitments without needing formal authority.
Take initiative in fast-paced environments and have hands-on experience using Salesforce and client health monitoring platforms.
Maintaining a reliable internet connection and a professional work environment is expected.
Ability to protect confidential company, employee, customer, and business information while working outside of a company office is also required.

Responsibilities

Execute strategic account plans to maximize Gross and Net Revenue Retention, prevent logo churn, and uncover opportunities to scale account placement volumes.
Align clients on pilot success criteria, track performance metrics, and build compelling business cases to convert pilot programs into long-term commercial agreements.
Conduct Monthly and Quarterly Business Reviews, using consultative discovery to understand client business models, uncover unmet needs, and demonstrate measurable ROI.
Establish trusted relationships with key client decision-makers across executive, technical, operational, and procurement teams.
Collaborate internally with Product, Engineering, Sales, Operations, Legal, and Compliance to solve complex client challenges and advance expansion initiatives.
Monitor portfolio health metrics, identify renewal risks early, and maintain accurate forecasts for revenue, expansions, and pilot conversions within Salesforce.