Client Success Manager
Alloy is where you belong!
Alloy is an Identity Decisioning Platform, enabling banks and innovative fintech companies to manage KYC, AML, fraud, risk, and other components of customer onboarding. Alloy’s API enables its customers to access about 150 third-party data sources in real-time to improve decision-making and streamline customer experiences.
Alloy is an industry leader, working with companies like Brex and Marqeta and top 20 banks. We're backed by venture capital firms that have taken countless companies to IPO like Lightspeed Ventures, Bessemer Venture Partners, Canapi Ventures, Primary Venture Partners, Eniac Ventures, and others and we’re looking to bring on incredibly talented individuals to help take us to the next level!
Alloy operates in a hybrid-work environment. We look to foster collaboration and community by having our New York team on-site twice a week, and our remote employees on-site three times a quarter. Join an exciting startup company in the fintech space named one of Inc. Magazine’s Best Workplaces, Best FinTech to Work for by American Banker, and Best Place to Work by Built in NYC year after year.
Why we’re hiring
Alloy is seeking to hire a candidate with strong relationship management skills and has experience and/or demonstrated interest in the banking/fintech/compliance/regulatory space. You will join our client success team and assist with our rapidly growing customer base.
We have to make our clients feel as special and loved as they are while also moving quickly and keeping track of all the moving parts. As CSM, you will work with the client on strategy as they work through implementation with your colleagues in Professional Services. Post go-live, you will own the relationship with the client during their tenure with Alloy to ensure that they are using Alloy well, happily, and eagerly to expand the relationship.
What you’ll be doing
- Owning a portfolio of accounts where you are the main point of contact
- Proactively managing your portfolio of accounts with regular meetings, mapping the organization, engaging a variety of stakeholders, and being (or becoming) an expert in Alloy and our industry
- Identifying upsell opportunities for your accounts and partnering with sales to close that revenue
- Create and present QBRs and SBRs for your accounts on a timely basis with substantive value adds and strategy
- Keep a tab on the client health of your portfolio and action when appropriate
- Attend industry conferences, network and build relationships in person (pandemic pending)
- Work with marketing to create and publish case studies, host client-oriented webinars, etc.
What we are looking for
- 3+ years experience in Client Success
- Experience in the fintech or banking sector preferred, or another highly regulated industry
- Self-motivated, analytical, and ambitious with an entrepreneurial spirit
- Proficiency working with a technical (API driven) product
- Excellent communication, organizational, time-management and prioritization skills
- Ability to multitask and work in a dynamic, fast-growing environment
- A passion for improving digital financial services and the identity landscape
- Desire to work with a small but growing team
Benefits and Perks!
- Unlimited PTO and flexible work policy; we are remote for most roles!
- Medical, Dental, Vision, HSA employer contribution, FSA, and FSA dependent programs
- 401k with 100% match up to 4% with immediate vesting and eligibility
- $500 to set up your WFH space - a one time thing
- Monthly commuter contribution
- Monthly credits for groceries from Public Goods
- Monthly credits for Seamless
- Monthly wellness credits to ClassPass
- Annual Citi Bike membership
- Annual $1,000 learning & development stipend
- 4 free therapy sessions and 1 year of talk therapy
We're a lean team, so your impact will be felt immediately. If this all sounds like a good fit for you, why not join us?
Alloy’s Covid-19 Company Statement
Alloy does not require employees to be vaccinated against Covid-19, but vaccination or testing may be mandated by the relevant local laws with which the company will comply. If this position involves contact with third parties, attendance on-site for events, travel, and/or work in our New York City offices, those actions will be subject to any relevant local laws, venue or customer requirements, or travel requirements regarding vaccines or testing (and exemptions thereto).
At this time, Alloy is currently following compliance regulations with New York City’s Private Sector Mandate and is offering religious and medical accommodations for all eligible employees and visitors
How to Apply
Apply right here. You've found the application!
Alloy is proud to be an equal opportunity workplace and employer. We’re committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status.