Customer Success Manager
Remote, U.S.
What We’re All About:
Q2 is proud of delivering our mobile banking platform and technology solutions, globally, to more than 22 million end users across our 1,300 financial institutions and fintech clients. At Q2, our mission is simple: Build strong, diverse communities by strengthening their financial institutions. We accomplish that by investing in the communities where both our customers and employees serve and live.
What Makes Q2 Special?
Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our “Circle of Awesomeness” award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.
The Job At-A-Glance:
As a Customer Success Manager, you'll be building and expanding on existing client relationships here at Q2. If you're a service oriented individual and enjoy connecting with clients, helping to analyze and then solve customer challenges and going the extra mile, then this could be a great fit!
A Typical Day:
Build and maintain respectful and collaborative relationships with new and existing clients, as assigned
Participate in the implementations process for new clients as assigned, not as the primary liaison, but to begin building rapport with the client and learn their specific needs
Meet with assigned clients at least monthly by phone and in person as needed (but at least once per year) to review their online banking statistics, goals and future plans along with any specific issues they are having
Analyze customer problems, needs and requirements, and then position Q2 products and services to resolve/meet them
Ensure that customer’s issues are dealt with efficiently by the other areas of Q2, as needed and inform Management of significant issues
Provide contract renewal management for assigned accounts
Coordinate, as needed, with vendor partners to address client requests
Identify opportunities and cross-sell additional features of Q2 to existing clients
Participate in cross-sell campaigns as identified by the Director of Relationship Management
Represent Q2 at customer events and Client User group sessions, as needed or assigned
Provide input to Product Management on enhancements and new releases, including support of commercialization projects as needed
Provide demo and training support and/or scheduling for existing clients as needed
Responsible for ensuring that all security, availability, confidentiality and privacy policies and controls are adhered to
Bring Your Passion, Do What You Love. Here's What We're Looking For:
Typically requires a Bachelor’s degree in and a minimum of 5 years of related experience; or an advanced degree with 3+ years of experience; or equivalent related work experience.
In depth experience supporting Tier 3 clients
Minimum 4 years direct experience managing strategic accounts
Banking or Banking software experience
Proven results in cross-sales quota and metrics-driven customer advocacy and satisfaction environment; target $2.5M per year or as assigned
Proven executive relationship building skills and experience maneuvering within C-level structure of a large account
Articulate, thorough, and process-minded individual
#LI-BW1
This position requires fluent written and oral communication in English.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Q2’s compensation reflects the cost of labor across a variety of U.S. geographic markets, and we pay based upon the applicant’s geographic location as well as job-related knowledge, skills and experience.
This position is an exempt position and the range for this position for New York City, Seattle and the San Francisco Bay Area-based roles is $79,000.00-$104,000.00For New York state (outside New York City), Washington state (outside Seattle), California (outside the San Francisco Bay Area), and Colorado-based roles, the anticipated base salary range for this position is $68,000.00-$92,000.00Your recruiter can share more about the specific salary range for the applicant’s actual geographic location during the hiring process. Salary ranges for Sales positions are expressed as total target compensation (TTC = base + commission). A variable bonus and/or restricted stock unit grant may be provided as part of the compensation package in addition to a range of medical, financial, and/or other benefits, dependent on the position offered.
Health & Wellness
Hybrid Work Opportunities
Flexible Time Off
Career Development & Mentoring Programs
Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
Community Volunteering & Company Philanthropy Programs
Employee Peer Recognition Programs – “You Earned it”
Click here to find out more about the benefits we offer.
How We Give Back to the Community:
You can learn more about our Q2 Spark Program, Q2 Philanthropy fund, and our employee volunteering programs on our Q2 Community page. Q2 supports dozens of wide-reaching organizations, such as the African American Leadership Institute, and The Trevor Project, promoting diversity and success in leadership and technology. Other deserving beneficiaries include Resource Center helping LGBTQ communities, JDRF, and Homes for our Troops, a group helping veterans rebuild their lives with specially adapted homes.
At Q2, our goal is to be a diverse and inclusive workforce that fosters mutual respect for our employees and the communities we serve. Q2 is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
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Community events Employee celebrations Mentorship Programs Ongoing learning opportunities
Tasks- Analyze customer needs
- Build client relationships
- Coordinate with vendors
- Manage contract renewals
- Provide training and demos
Account management Banking Software Client relationship management Communication Cross-selling Customer Success Data analysis Problem-solving Project Coordination
Experience5 years
EducationAdvanced degree Bachelor's degree
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9