Partner Success Manager

Fifth Third Bank•Virtual - Ohio, OH
•$54,400 - $111,500•Remote

About The Position

The Partner Success Manager manages and grows client relationships at DTS Connex, serving as the primary day-to-day contact for client operations, needs, and ongoing success. The role is responsible for client retention, product adoption, onboarding milestones, and account expansion, proactively driving engagement, meeting established adoption targets, and identifying opportunities to strengthen partnerships and increase use of DTS Connex solutions. As a subject matter expert in client operations and DTS Connex products, the Partner Success Manager drives issue resolution, coordinates client requests and cross-functional initiatives, and advocates for client needs to improve service delivery and product outcomes. The role also supports executive communications, operational risk management, and continuous process improvement while adhering to established policies and procedures.

Requirements

  • Bachelor's degree in Business, Finance, or a related field, or an equivalent combination of education and experience.
  • One to three years of experience in banking, account management, client success, or a related field.
  • Strong organizational and project coordination skills, including the ability to manage multiple client relationships, onboarding milestones, and competing priorities.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
  • Strong analytical, problem-solving, and presentation skills.
  • Excellent written and verbal communication skills, including the ability to communicate with operational teams, business stakeholders, and executive audiences.
  • Ability to build trusted relationships, manage challenging client situations, and collaborate across internal teams and external business partners.
  • Ability to assess client needs, identify growth opportunities, and develop proactive plans to improve retention and product adoption.
  • Strong attention to detail, sound judgment, and ability to identify and escalate operational risks.
  • Proactive, accountable, and client-focused approach to issue resolution, relationship growth, and continuous improvement.

Responsibilities

  • Serve as the primary day-to-day contact for assigned clients and build trusted relationships while addressing operational needs, concerns, and business objectives.
  • Monitor client engagement and relationship health, identify risks to client satisfaction, and develop proactive plans to address concerns.
  • Identify and pursue account expansion, increased product adoption, and deeper partnerships aligned with client needs and DTS Connex offerings.
  • Communicate client needs, business objectives, and relationship risks to internal stakeholders and leadership when appropriate.
  • Own and monitor client onboarding milestones, coordinating internal teams and external partners to address dependencies, risks, and delays.
  • Communicate onboarding status, outstanding requirements, and exceptions to clients and relevant stakeholders.
  • Facilitate the transition from implementation to ongoing partner success and ensure clients can use DTS Connex products and services effectively.
  • Own client product adoption objectives and targets, monitor progress, and develop action plans to address gaps.
  • Lead communication and adoption of product enhancements and functionality, helping clients incorporate changes into operational workflows.
  • Gather and communicate client feedback to inform product enhancements, service improvements, and operational priorities.
  • Identify opportunities to improve client workflows, product utilization, and the overall partner experience.
  • Coordinate timely resolution of client-reported issues with internal teams and external partners, track progress, communicate status, and maintain accountability through resolution.
  • Manage client change requests and exceptions in accordance with product capabilities, policies, and procedures.
  • Build working relationships across internal teams and external vendors to resolve operational challenges and support client objectives.
  • Identify recurring issues and process gaps, escalate risks, and advocate for sustainable solutions.
  • Maintain current knowledge of DTS Connex products, cash-management operations, and relevant industry developments.
  • Monitor industry trends, publications, and emerging solutions to identify opportunities to improve client outcomes and inform internal business discussions.

Benefits

  • Comprehensive benefits programs supporting employees' and families' physical, financial, emotional, and social well-being.
  • Eligible to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.
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