Senior Customer Success Manager

Posted Yesterday
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Charlotte, NC
Hybrid
Senior level
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 at Q2 is responsible for managing relationships with a portfolio of global financial institutions. This role involves understanding customer business goals, aligning Q2 solutions, providing insights for improvements, leading client discovery calls, and ensuring delivery of meaningful outcomes. Building lifelong customer relationships and fostering advocacy for Q2 products are key responsibilities.
Summary Generated by Built In

As passionate about our people as we are about our mission.
What We're All About :
Q2 is proud of delivering our mobile banking platform and technology solutions, globally, to more than 22 million end users across our 1,300 financial institutions and fintech clients. At Q2, our mission is simple: Build strong, diverse communities by strengthening their financial institutions. We accomplish that by investing in the communities where both our customers and employees serve and live.
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.
The Job At-A-Glance :
Q2 is seeking a Senior Customer Success Manager to steward the success of a portfolio of global financial institutions across their entire Q2 journey. Through strong, multi-level relationships with customers and internal partners alike, you will maintain a deep understanding of customers' business goals and align Q2 innovations accordingly to help achieve those objectives. Supported by a team of technical and business SMEs, you will be a trusted source of information and guidance, ensuring that valuable outcomes are consistently delivered to our customers. Ultimately, your charge will be to build a portfolio of lifelong customers that advocate for deep and expanded usage of Q2 solutions.
A Typical Day :

  • Build executive relationships and maneuver effectively through complex org structures
  • Provide insight and recommended improvements - based on customer feedback and your own command of the industry - to our solutions for global FIs
  • Maintain and expand relationships with technology and industry peers for continuous learning
  • Communicate with confidence and are a trusted partner
  • Proven ability to communicate with interpersonal and influencing skills across a wide range of people and roles
  • Have a consulting mindset to show up with curiosity, seeking to understand customers' needs
  • Have a keen sense of people's needs, present and anticipated
  • Connect with empathy and a genuine desire to help is natural for you
  • Lead with strategy and inclusivity
  • Demonstrate strategic and analytical thinking and decision-making skills
  • Formulate Success plans, iterate and ensure delivery on commitments
  • Collaborate with team and customers to build and deliver meaningful outcomes
  • Provide a depth and breadth of experience in financial services and/or banking technology
  • Apply a track record of creating value and expanding relationships with long- term clients
  • Share best practices on all the above with other team members
  • On any given day, you'll be doing one or all of these things:
  • Identify and/or develop key relationships across our organization and our customers'
  • Lead client discovery calls to understand customer needs and potential solutions
  • Plan and lead business reviews, including strategies, Q2 roadmaps, and relevant industry best practices to help meet customer growth objectives
  • Lead strategic calls with executives to ensure they stay well informed about Q2, our solutions, services and innovation and that Q2 is meeting their expectations as a trusted partner
  • Engage with a cross-function of internal teams to proactively ensure the Q2 solutions delivered are understood and optimize and aligned to stated business objectives, celebrating successes and adapting to changes along the way
  • Work in partnership with Customer Experience Managers to build Success Plans that drive usage, adoption, and optimization
  • Collaborate with Implementation/Delivery/Professional Services teams to help understand custom requirements, promote solutions, align executive leadership, and facilitate decisions
  • Draft and deliver proposals that clearly articulate solutions and impact for customers
  • Identify, forecast, and build a pipeline for expansions and incremental customer solutions
  • Lead negotiations of contract renewals and incremental services and/or solutions
  • Represent Q2 at customer events and user group sessions, as needed or assigned
  • Promote Q2 innovations with customers and across industry networks
  • Work alongside a dynamic and committed team of humans


Bring Your Passion, Do What You Love. Here's What We're Looking For :

  • Typically requires a Bachelor's degree and a minimum of 12 years of related experience; or an advanced degree with 8+ years of experience; or equivalent related work experience.
  • Extensive experience working in commercial banking and/or financial services consulting role, directing complex customer relationships
  • Digital banking technology and/or strategy experience preferred
  • Proven ability to work effectively remotely, and willingness to travel as needed.


#LI-BW1
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.
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.
How We Give Back to the Community:
You can learn more about our Q2 Spark Program, Q2 Philanthropy fund, and our employee volunteering programs on our Q2 Community page . Q2 supports dozens of wide-reaching organizations, such as the African American Leadership Institute , and The Trevor Project , promoting diversity and success in leadership and technology. Other deserving beneficiaries include Resource Center helping LGBTQ communities, JDRF , and Homes for our Troops , a group helping veterans rebuild their lives with specially adapted homes.
At Q2, our goal is to be a diverse and inclusive workforce that fosters mutual respect for our employees and the communities we serve. Q2 is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

What the Team is Saying

Sahana
Kelley
Clayton
Mo
Sravan
Edwin
The Company
HQ: Austin, TX
2,700 Employees
Hybrid Workplace
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

Q2 is a "Top Place to Work" Award winner for 3 years! 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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