Senior Customer Success Manager

Posted 5 Days Ago
Hiring Remotely in United States
Remote or Hybrid
91K-140K Annually
Senior level
Digital Media • Fintech • Information Technology • Mobile • Payments • Software • Financial Services
As passionate about our people as we are about our mission!
The Role
The Senior Customer Success Manager will build client relationships, assist with implementations, analyze needs, manage renewals, cross-sell features, and ensure adherence to policies.
Summary Generated by Built In
As passionate about our people as we are about our mission.

Why Join Q2?

Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.

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.

SUMMARY
Q2 is seeking a Senior Customer Success Manager to build and maintain relationships with new and existing clients focused on Q2's Digital Banking software products and platform. Travel Expectations up to 50%

RESPONSIBILITIES
• Build and maintain respectful and collaborative relationships with new and existing clients
• 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 (a minimum of 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
EXPERIENCE AND KNOWLEDGE
• Minimum of 8 years of Business to Business or Business to Consumer relationship management experiences with a Bachelors degree
• Minimum 4 years direct experience managing strategic accounts preferred
• Banking or Banking software experience required
• 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
• Travel up to 50% will be required

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 $107,000.00-$140,000.00

For 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 $91,000.00-$127,000.00

Your 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.

Our Culture & Commitment:

We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. And our benefits go beyond healthcare—offering resources for physical, mental, and professional well-being. Click here to find out more about the benefits we offer. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program (see more). We believe in making an impact—in the industry and in the community.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.


Applicants in California or Washington State may not be exempt from federal and state overtime requirements

Top Skills

Digital Banking Software
Financial Technology

What the Team is Saying

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The Company
HQ: Austin, TX
2,700 Employees
Year Founded: 2004

What We Do

Want to feel truly valued at work? Check out Q2! Our unique company culture and super-hero employees, are what sets us apart. We know how to get it done and still have fun! Q2 builds the leading mobile banking software platform serving Credit Unions, Banks (large and small), Community Banks and Financial Institutions. Our mission is to build stronger and diverse communities by strengthening their financial institutions. Q2 prioritizes innovation, collaboration and celebrating our employees who make our mission successful. Q2 is a national "Best Place to Work" Award winner 3 years running! Join our "Circle of Awesomeness"! #Q2Peeps

Why Work With Us

Nothing builds trusting, collaborative relationships like a fun atmosphere and a shared sense of purpose. Q2 is known for our collaborative, friendly and mission driven culture. We prioritize career development and employee recognition. We value our customer relationships and our global impact.

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Q2 Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Our hybrid work environment allows us to work, where we work best! Employees can choose when to work from home and when to work in-person. Q2 also has a few specific days a month, where functional groups are in office collaborating together.

Typical time on-site: Flexible
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