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Client Success Manager

BackJoy

Austin, TX · Remote · full time

Listed on BackJoy’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

This is a Client Success Manager role at a FinTech startup serving community banks and credit unions. You'll own a portfolio of 20-30+ financial institution clients, driving product adoption and renewals while serving as the trusted business advisor to executive stakeholders.

Our summary, not BackJoy’s wording. The full posting is on their site.

Skills this role names

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What they ask for

Required

  • 5+ years of Client Success, Account Management, or Customer Experience in B2B fintech, banking technology, or enterprise SaaS
  • Experience managing a portfolio of 20–30+ accounts simultaneously
  • Excellent presentation and communication skills with ability to lead executive business reviews
  • Demonstrated track record of driving product adoption, renewals, and expansion opportunities
  • Strong relationship management skills with ability to build trust across operational and executive stakeholders
  • Ability to navigate complex client organizations and build relationships across multiple stakeholder levels
  • Comfortable managing escalations and driving resolution under pressure
  • Strong organizational skills managing multiple priorities simultaneously

Nice to have

  • Experience with credit unions, community banks, or digital banking platforms
  • Familiarity with core banking systems (Corelation, Jack Henry Symitar, Fiserv Portico, CU Answers)
  • Experience with digital banking platforms or financial technology products
  • Experience using CRM and CS tools (Salesforce, Gainsight, ChurnZero)
  • Experience supporting clients through platform migrations or major product launches

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