[Hiring] Senior Client Success Manager, Data & Marketing @Alkami Technology

Role Description

The Client Success Team at Alkami is dedicated to supporting clients throughout their journey, ensuring they achieve maximum value from our innovative products and services. As a Sr. Client Success Manager I, Data & Marketing, you will serve as the primary proactive, consultative partner for a complex book of financial institution clients using Alkami’s Data & Marketing solution.

• Act as the primary consultative partner for an assigned, complex book of business, aligning the Data & Marketing solution to client business objectives.
• Lead regular strategy and planning discussions with day-to-day and senior stakeholders to identify goals, challenges, and key performance indicators.
• Provide recommendations on data-driven marketing strategies, campaigns, and best practices that leverage Alkami’s Data & Marketing capabilities.
• Maintain a strong pulse on client sentiment and advocacy, proactively addressing concerns and reinforcing value.
• Regularly analyze client usage and campaign results to produce insights that clearly connect platform activity to growth, engagement, and ROI.
• Build 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 solution.
• Lead client success initiatives for your accounts and across Alkami, ensuring high levels of client satisfaction, engagement, and upsell opportunities that expand Alkami’s footprint.
• Develop and maintain multi-threaded relationships across your accounts, including both operational contacts and executive influencers.
• Identify, cultivate, and sustain internal “champions” at client institutions who advocate for Alkami Data and Marketing and support continued adoption and expansion.
• Coordinate account engagement across internal stakeholders to present a unified, client-centric experience.
• Execute established renewal playbooks and processes to support achievement of retention targets.
• Maintain accurate, up-to-date client data, activities, and health indicators in Customer Success tools.
• Follow standardized cadences for touchpoints, EBRs, and internal reviews to drive consistency and accountability across your portfolio.
• Develop clear success plans that define client objectives and track progress, ensuring clients achieve their desired outcomes.
• Advocate for client needs and escalate critical issues to internal leaders and departments.
• Contribute to internal knowledge-sharing by documenting best practices, playbooks, and repeatable approaches.
• Be willing to travel up to 25% as needed to meet client and business requirements.

Qualifications

• Experience serving as a primary consultative partner for B2B clients, ideally in SaaS, martech, adtech, or data-driven marketing.
• 5–7+ years of relevant experience in Client Success, Account Management, Marketing Strategy, or related client-facing roles.
• Demonstrated ability to leverage data and insights to inform marketing strategies, campaigns, and optimization recommendations.
• Proven success in independently managing a diverse portfolio of clients and prioritizing time across varied sizes, complexities, and lifecycle stages.
• Strong relationship-building skills with both operational contacts and executive stakeholders.
• Excellent communication skills (verbal, written, and presentation).
• High degree of organization, ownership, and follow-through in a fast-paced, evolving environment.
• Proficiency using Customer Success and CRM tools and collaboration systems.
• Ability to ramp up quickly and perform at a high level in a fast-paced, constantly evolving environment.
• Solid understanding of digital marketing tactics and performance metrics.

Requirements

• Preferred experience working with financial institutions or within digital banking/fintech.
• Hands-on familiarity with data-driven marketing platforms, campaign management tools, or customer intelligence solutions.
• Background in or exposure to programmatic digital advertising, personalization, or predictive analytics.
• Familiarity with financial technology.

Benefits

• Remote-first environment.
• Unlimited paid time off.
• 401(k) with employer match.
• Diverse and inclusive culture.