[Remote] Sr Client Success Manager, Data & Marketing

Note: The job is a remote job and is open to candidates in USA. Alkami Technology is the digital sales and service platform provider for U.S. banks and credit unions. As a Sr. Client Success Manager, Data & Marketing, you will serve as the primary proactive partner for financial institution clients, managing relationships and leveraging data-driven insights to enhance marketing performance and client satisfaction.ResponsibilitiesAct as the primary consultative partner for an assigned, complex book of business, aligning the Data & Marketing solution to client business objectivesLead regular strategy and planning discussions with day-to-day and senior stakeholders to identify goals, challenges, and key performance indicatorsProvide recommendations on data-driven marketing strategies, campaigns, and best practices that leverage Alkami’s Data & Marketing capabilitiesMaintain a strong pulse on client sentiment and advocacy, proactively addressing concerns and reinforcing valueRegularly analyze client usage and campaign results to produce insights that clearly connect platform activity to growth, engagement, and ROIBuild and deliver Executive/Strategic Business Reviews (EBRs) for targeted segments of your portfolio, tailoring content for senior decision-makers that showcase the value clients are realizing from using the Data and Marketing solutionLead client success initiatives for your accounts and across Alkami, ensuring high levels of client satisfaction, engagement, and upsell opportunities that expand Alkami’s footprint (e.g., across additional Alkami Service Group products)Develop and maintain multi-threaded relationships across your accounts, including both operational contacts and executive influencersIdentify, cultivate, and sustain internal “champions” at client institutions who advocate for Alkami Data and Marketing and support continued adoption and expansionCoordinate account engagement across internal stakeholders (e.g., Product, Marketing, Implementation, Support) to present a unified, client-centric experienceExecute established renewal playbooks and processes (e.g., health reviews, risk identification, path-to-green actions) to support achievement of retention targetsMaintain accurate, up-to-date client data, activities, and health indicators in Customer Success tools (e.g., Gainsight, Salesforce, Jira)Follow standardized cadences for touchpoints, EBRs, and internal reviews to drive consistency and accountability across your portfolioDevelop clear success plans that define client objectives and track progress, ensuring clients achieve their desired outcomesAdvocate for client needs and escalate critical issues to internal leaders and departments, ensuring their voice is heard and their challenges are addressedContribute to internal knowledge-sharing by documenting best practices, playbooks, and repeatable approaches that improve the overall Client Success motionBe willing to travel up to 25% as needed to meet client and business requirementsSkillsExperience serving as a primary consultative partner for B2B clients, ideally in SaaS, martech, adtech, or data-driven marketing5–7+ years of relevant experience in Client Success, Account Management, Marketing Strategy, or related client-facing roles, with a proven trackDemonstrated ability to leverage data and insights to inform marketing strategies, campaigns, and optimization recommendationsProven success in independently managing a diverse portfolio of clients and prioritizing time across varied sizes, complexities, and lifecycle stagesStrong relationship-building skills with both operational contacts and executive stakeholders; comfortable leading client presentations and EBRsExcellent communication skills (verbal, written, and presentation), with the ability to distill complex data into clear, business-ready narrativesHigh degree of organization, ownership, and follow-through in a fast-paced, evolving environmentProficiency using Customer Success and CRM tools (e.g., Gainsight, Salesforce) and collaboration systems (e.g., Google Workspace, Jira, Confluence, Slack)Ability to ramp up quickly and perform at a high level in a fast-paced, constantly evolving environmentSolid understanding of digital marketing tactics, (e.g., email, programmatic, targeting, segmentation) and performance metrics. technical product and data insightsPreferred experience working with financial institutions or within digital banking/fintechHands-on familiarity with data-driven marketing platforms, campaign management tools, or customer intelligence solutionsBackground in or exposure to programmatic digital advertising, personalization, or predictive analyticsFamiliarity with financial technologyBenefitsRemote-first environmentUnlimited paid time off401(k) with employer matchCompany OverviewAlkami Technology provides cloud-based digital banking solutions for credit unions and banks. It was founded in 2009, and is headquartered in Plano, Texas, USA, with a workforce of 501-1000 employees. Its website is http://www.alkami.com.