Client Engagement Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 1,001-5,000Since 2024Company SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

Not specified

Bachelor Degree3 yrs expEnglish

Job Description

• Serve as the main point of contact for assigned banking clients, building and maintaining trusted relationships with key stakeholders, including senior executives. • Understand clients’ business objectives, challenges, and strategic goals to align our software solutions with their needs. • Proactively address client concerns, provide timely solutions, and ensure a high level of client satisfaction and trust. • Act as a client advocate within the company, ensuring client feedback is communicated and considered in product development and service improvements. • Own program-level delivery oversight, including defining scopes, managing implementation plans, setting timelines, and coordinating internal and client-side resources. • Monitor and manage project timelines, budgets, and deliverables to meet or exceed client expectations.

Job Requirements

  • Bachelor’s degree in Business, Finance, or a related field; a Master’s degree is a plus.
  • Executive presence and excellent communication skills, capable of interfacing with C-level executives and translating technical details into business value.
  • 3-6+ years of experience in client leadership, program management, engagement management, or implementation delivery in SaaS, fintech, or financial services technology.
  • Proven track record of leading multi-phase, large projects involving technical implementation, stakeholder management, and post-launch support.
  • Proficiency in project management and the ability to coordinate cross-functional teams.
  • Ability to manage competing priorities and multiple complex programs simultaneously, while delivering high levels of client satisfaction.
  • Strong understanding of core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades preferred.
  • Strong knowledge of financial services, digital transformation, and customer experience trends in both retail and commercial banking environments.
  • Proven experience in project delivery methodologies (Agile, Waterfall, or hybrid), and tools like Jira, MS Project or Smartsheet and Salesforce.
  • Analytical mindset with strong problem-solving skills and attention to detail.
  • Ability to travel as needed to meet with clients and attend industry events.

Benefits

  • Candescent is not responsible for any fees or charges associated with unsolicited resumes.

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