Customer Success Manager- Business Banking & Money Movement

Responsibilities: Build and maintain strong relationships with assigned client accounts as a trusted advisor throughout the lifecycle Own the post-activation relationship (Day 30+) and remove usage blockers to accelerate time-to-value Monitor engagement and feature utilization to drive adoption and hit key milestones Conduct proactive, trigger-based outreach to increase usage and reduce attrition Identify expansion opportunities and partner with Digital Sales and banking teams to pursue referrals Manage renewals and support initiatives to strengthen loyalty and growth Provide consultative guidance and product expertise to maximize value of Business Banking and Money Movement solutions Serve as the voice of the client by sharing insights with Product, Marketing, Sales, and Operations to improve the customer experience Partner with internal stakeholders to improve operational standards, service quality, and client satisfaction Evaluate processes and suggest improvements that support scalable growth and performance

Key requirements: Bachelor's degree, or equivalent work experience One to four years of client management experience Proficiency with CRM platforms (Salesforce) and client relationship management tools Two or more years in customer success, account management, or consultative client-facing roles Ability to manage multiple priorities in a fast-paced environment Knowledge of business banking products or ability to rapidly develop product expertise Experience supporting Business Banking, Treasury Management, Payments, or Money Movement products Strong consultative selling and relationship management Excellent presentation and communication skills Analytical thinking with ability to derive insights from usage data Salesforce CRM Knowledge of business banking deposits, payments, treasury management, and digital money movement solutions Experience analyzing client usage trends to influence outcomes