Senior Client Success Manager, Enterprise

Posted 2 Days Ago
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New York, NY
Hybrid
Senior level
Fintech • Information Technology • Software • Financial Services
We're a Series C tech company solving the identity risk problem for banks, credit unions, and fintech.
The Role
As a Senior Client Success Manager, you will enhance relationships with high-priority accounts, ensuring SaaS retention and advising clients on fraud and risk management. Responsibilities include managing account portfolios, tracking retention metrics, identifying churn risks, presenting business reviews, and collaborating with product teams based on client feedback.
Summary Generated by Built In

Alloy is where you belong!

Alloy is a leader in the fraud prevention space. We help some of the most innovative banks and fastest growing fintech companies grow and scale operations by allowing them to find more good customers and onboard them without increasing the risk of fraud. 

Through our values: Be Bold, Get Scrappy, Collaborate, and Celebrate Our Differences, we are creating a workplace where you can grow, thrive, and belong. See how we’ve been continuously recognized and 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. 

Check out our investors and read more about us here.

About the team

Alloy operates in a hybrid-work environment. We look to foster collaboration and community by having our local New York and London employees onsite twice a week, and remote employees onsite once a quarter.

What you’ll be doing

Alloy is seeking to hire a candidate with strong strategic relationship management skills, excellent business acumen for Enterprise SaaS solutions, and demonstrable domain expertise in the banking/fintech/compliance/regulatory space. You would join our Client Success team and assist with our rapidly growing and diverse customer base of banks, credit unions and fintech companies across the world.

This Senior CSM role will own and deepen the client relationship with our largest, high priority accounts, be responsible for SaaS retention metrics such as GDR (Gross Dollar Retention), NDR (Net Dollar Retention) of their portfolio, and proactively advise our clients on fraud and risk management as an expert. As a Senior CSM, you will be a strategic partner to your clients and ensure success from Day 1 as they work through implementation with Professional Services to post go-live. You will own the relationship with the client during their tenure with Alloy to ensure that they are realizing tangible value from using Alloy, ensuring adoption and expanding our commercial footprint.

In addition to the above, your day to day will include:

  • Owning, managing and growing a portfolio of accounts and advising them through a client maturity plan and act as their lead strategic advisor 
  • Proactively managing your portfolio of accounts with regular meetings, mapping the organization, engaging a variety of stakeholders, and being an expert in Alloy and our industry
  • Owning key retention metrics such as GDR and NDR for assigned accounts
  • Identifying cross-sell opportunities for your accounts and partnering with sales to close that revenue
  • Proactively identifying churn risk and partnering with cross-functional teams to mitigate churn
  • Proactively identifying gaps in client consumption and usage and partnering with technical account managers or solution architects to boost usage
  • Lead and present quarterly executive business reviews for your accounts with tailored content, substantive value and actionable items tied to a shared roadmap
  • Keep a tab on the client health of your portfolio and action when appropriate
  • Attend industry conferences, network and build relationships in person 
  • Work with product to inform future roadmap decisions based on direct and indirect client feedback

Who we're looking for

  • Strong interpersonal, organizational, time-management and prioritization skills
  • 4+ years experience in Enterprise SaaS Account Management, Sales or Client Success working with strategic or enterprise level customers owning retention metrics such as GDR and NDR and running strategic executive business reviews
  • Experience in the fintech or banking sector preferred, or another highly regulated industry
  • Previous working knowledge in KYC/CIP, AML, fraud prevention and other compliance programs strongly preferred
  • Previous working knowledge in RESTful API strongly preferred
  • Self-motivated, analytical, and ambitious with an entrepreneurial spirit and are endlessly curious about our product and industry
  • Ability to multitask and work in a dynamic, fast-growing environment
  • Analytical acumen and the ability to tell stories from data that tie to a clients goals
  • A passion for improving digital financial services and the identity landscape
  • Desire to work with a quickly expanding and growing team
  • Located in NYC Metropolitan area or willing to relocate to the area

At Alloy, we strive to attract & retain talent by providing compensation that is competitive with other organizations of our size & stage. We are committed to ensuring each candidate has what they need to be successful in their role with a balanced range of compensation, equity, perks & benefits. We actively share our compensation philosophy with employees, with the goal of fostering open and honest dialogue. Finally, we work to administer our philosophy and drive consistency in order to promote equity and monitor the fairness of each outcome.

The following range is based on the scoped level within the organization and only for highly targeted geographies: Base salary range of $150K - $180K with additional variable compensation

Benefits and Perks

  • Unlimited PTO and flexible work policy
  • Employee stock options
  • Medical, dental, vision plans with HSA (monthly employer contribution) and FSA options
  • 401k with 100% match up to 4% of annual employee compensation 
  • Eligible new parents receive 16 weeks of paid parental leave 
  • Home office stipend for new employees
  • Learning & Development annual stipend
  • Well-being benefits include access to OneMedical, Headspace, and more

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.

Top Skills

SaaS

What the Team is Saying

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The Company
HQ: New York, NY
250 Employees
Hybrid Workplace
Year Founded: 2015

What We Do

Alloy is the only end-to-end identity risk management platform for companies that offer financial products. Beginning with origination and account opening, Alloy provides over 600 of the world's leading banks, credit unions, and fintechs with a scalable, flexible platform to manage identity risk throughout the customer lifecycle. With configurable solutions for fraud, credit and compliance risk, dedicated expert guidance and the industry’s most extensive ecosystem of data partners, Alloy helps companies deliver great financial products to more customers around the world.

Why Work With Us

Alloy is a tech company by category, not by culture! We’re a diverse bunch of deeply talented people who embrace all genders, races, ethnicities, and backgrounds.

It starts with people-first leaders, using Alloy's 4 core values as a guiding light, and creating an inclusive culture where folks can be themselves & grow, while doing their best work.

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Alloy Offices

Hybrid Workspace

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

Typical time on-site: Flexible
HQNew York, NY
Located in a perfect spot near downtown, Alloy HQ is in the midst of all that NYC has to offer with endless lunch spots, things to do, and plenty of happy hour options. We're a 3-minute walk from Union Sq, a central hub for convenient commutes.

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