Client Success Manager II, Data & Marketing

Accountabilities:

• • Serve as the primary consultative partner for an assigned portfolio of complex B2B clients, aligning data and marketing solutions with their strategic objectives.
  • Lead recurring strategy, planning, and performance discussions with operational and senior stakeholders to understand goals, challenges, KPIs, and opportunities.
  • Recommend data-driven marketing strategies, campaigns, and optimization approaches based on client objectives, platform capabilities, and performance insights.
  • Analyze platform usage, campaign results, and other client data to identify trends and translate findings into clear business outcomes, growth opportunities, and ROI stories.
  • Build and deliver Quarterly Business Reviews that demonstrate realized value, highlight progress against objectives, and establish priorities for the next period.
  • Develop and maintain comprehensive client success plans that define objectives, milestones, desired outcomes, and progress measures.
  • Build multi-threaded relationships across client organizations, including day-to-day contacts, senior stakeholders, executive influencers, and internal champions.
  • Cultivate client advocates who support continued adoption, loyalty, and expansion of the solution.
  • Monitor client sentiment, engagement, health, and advocacy, proactively addressing concerns and mitigating risks before they affect retention.
  • Execute established renewal processes, including health reviews, risk identification, and corrective action plans, to support retention objectives.
  • Identify and pursue upsell and expansion opportunities, including opportunities to extend relationships into additional solutions.
  • Coordinate engagement across Product, Marketing, Implementation, Support, and other internal teams to provide a cohesive, client-centric experience.
  • Advocate for client needs internally and escalate critical issues to the appropriate leaders and departments.
  • Maintain accurate client information, activities, health indicators, and engagement records using Customer Success and CRM platforms.
  • Follow established cadences for client touchpoints, QBRs, internal reviews, and portfolio management to ensure consistency and accountability.
  • Contribute to internal knowledge sharing by documenting successful approaches, best practices, playbooks, and repeatable processes.
  • Travel up to 25% as needed to support client and business requirements.

  Requirements:

  • 3–5+ years of relevant experience in Client Success, Account Management, Marketing Strategy, or another client-facing role, with demonstrated success independently managing a complex portfolio.
  • Bachelor’s degree in Business, Marketing, Data/Analytics, Communications, or a related field.
  • Experience serving as a strategic or consultative partner to B2B clients, preferably within SaaS, martech, adtech, data-driven marketing, or a related technology environment.
  • Demonstrated ability to use data and insights to inform marketing strategies, campaign optimization, and business recommendations.
  • Strong understanding of digital marketing tactics and performance metrics, including email, programmatic advertising, targeting, segmentation, and related approaches.
  • Proven ability to manage diverse client portfolios while effectively prioritizing work across different account sizes, complexities, and lifecycle stages.
  • Strong relationship-building skills and confidence engaging both operational contacts and executive-level stakeholders.
  • Excellent written, verbal, and presentation skills, with the ability to transform complex data and technical concepts into clear, compelling business narratives.
  • Experience leading client presentations, business reviews, strategic planning sessions, or similar executive-facing engagements.
  • Proficiency with Customer Success and CRM platforms such as Gainsight and Salesforce, as well as collaboration tools such as Google Workspace, Jira, Confluence, and Slack.
  • Strong organizational skills, ownership, attention to detail, and follow-through in a fast-paced, remote, and continuously evolving environment.
  • Ability to quickly learn new products, technologies, industries, and client requirements while maintaining a high level of performance.
  • Preferred: experience working with financial institutions, digital banking, fintech, or financial technology.
  • Preferred: hands-on experience with data-driven marketing platforms, campaign management tools, or customer intelligence solutions.
  • Preferred: exposure to programmatic digital advertising, personalization, predictive analytics, or related technologies.
  • Candidates must be eligible to work full-time in the United States; employment sponsorship is not available for this position.

  Benefits:

  • Salary: $83,000–$92,000.
  • Remote-first work environment.
  • Unlimited paid time off.
  • 401(k) retirement plan with employer match.
  • Diverse and inclusive workplace culture.
  • Opportunities to work with innovative SaaS, data, and marketing technologies.
  • Opportunities for professional growth and development.
  • Full-time employment with the opportunity to build long-term client relationships and strategic expertise.